Lisa Weller

I work with individuals, families, and small business owners who want clarity and confidence around their financial decisions, not just investment performance. I focus on understanding what matters most to each client and building practical strategies around investing, planning, and risk management that adapts as life changes, supported by a team at Oppenheimer with expertise across financial planning, investment strategy, and ongoing guidance. I believe that achieving financial goals is built through organization, clear communication, and long-term relationships grounded in trust. My goal is to be a reliable resource clients can count on, backed by the depth of capabilities of Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

David Underhill is the sole advisor at Underhill Investments, LLC, an independent firm based in Berkley, MI. He holds a Series 66 designation and has 14 years of experience in investment advisory services. In addition to his financial advisory work, Mr. Underhill is a licensed attorney providing estate planning services and a licensed insurance agent offering fixed annuities, life, and long-term care insurance. Underhill Investments provides discretionary portfolio management and co-advisory services primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporating long- and short-term positions and option strategies tailored to each client’s Investment Policy Statement.

David Rakecky is a CFP® with three years of industry experience, currently serving as the sole advisor at Tetra Wealth Management in Grosse Pointe Shores, MI. His background includes roles at Raymond James & Associates and Rocket Mortgage, as well as leadership in affiliated businesses such as Tetra Insurance Agency LLC, Tetra Tax LLC, and Tetra Home Loans. Tetra Wealth Management serves individuals, families, and employers seeking retirement-plan advice through discretionary portfolio management and integrated financial planning. The firm distinguishes itself by offering a suite of affiliated businesses—including mortgage origination, insurance, and tax preparation—with specific disclosures and safeguards for referral and joint engagements.