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Richard A

Series 66

Troy, MI

FSA Advisors, Inc.

Richard Aubuchon is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hantz Group and various non-financial firms such as Great Oaks Country Club and Top Golf. Outside of advisory work, he is involved in insurance sales. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis and modern portfolio theory in its investment approach, offering discretionary management and tailored asset allocations across multiple asset classes.

Annuities
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Jeffery B

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Jeffery Bleim is a financial advisor at FSA Advisors, Inc., with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in financial services firms since 2002. Outside of advisory work, he serves as CFO of Hatty Group Inc., a staffing firm. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term focus, offering tailored asset allocations and discretionary portfolio management.

Annuities
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Evan P

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Evan Pribble is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining FSA Advisors, he worked at Equitable Advisors LLC and has diverse work experience including roles in education and retail. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, using a long-term trading approach based on fundamental analysis and modern portfolio theory. The firm employs tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs, often with discretionary authority and third-party manager allocations.

Annuities
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Johnathon L

Series 65

Troy, MI

FSA Advisors, Inc.

Johnathon Lipka is a financial advisor at FSA Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Clarity In Retirement and AE Wealth Management LLC. Outside of his advisory work, he has been involved with J&A Lipka Life LLC since 2022. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes long-term investment strategies based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary management.

Annuities
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Brian S

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Brian Swinney is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at FSA Advisors since 2017 and previously spent three years at Independence Capital Co Inc. Outside of his advisory role, Swinney serves as Vice President at Financial Services of America, where he sells life insurance and annuities, and is CEO of Core Four Services Inc, which also sells insurance products. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business clients. The firm’s investment approach combines fundamental analysis with modern portfolio theory and a long-term trading horizon, employing a mix of mutual funds, fixed income, ETFs, REITs, annuities, and third-party managers.

Annuities
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Mark K

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Mark Kersten is a financial advisor at FSA Advisors, Inc. with 4 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in financial services since 1993, including roles at Financial Services Of America Advisors and Usallianz Securities Inc. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm’s investment approach combines fundamental analysis and modern portfolio theory with tailored asset allocations and a focus on mutual funds, fixed income, REITs, annuities, and ETFs.

Annuities
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Michael S

Series 63, Series 65

Warren, MI

FSA Advisors, Inc.

Michael Spica is an investment advisor representative at FSA Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Advisors since 2017, with prior experience at Independence Capital Co Inc and AE Financial Services. Outside of his advisory role, he is involved in insurance sales and serves as president of MVS Incorporated, which receives commissions for insurance products. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth, and business clients. The firm combines fundamental analysis with modern portfolio theory and a long-term investment horizon, typically utilizing mutual funds, fixed income, ETFs, REITs, and annuities in client portfolios.

Annuities
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Mark V

Series 63, Series 65

Warren, MI

FSA Advisors, Inc.

Mark Virostick is an investment adviser representative at FSA Advisors, Inc. with 27 years of industry experience. He has worked at FSA Advisors since 2017 and previously spent 15 years with Independence Capital Co. In addition to his advisory role, Virostick serves as Vice President and insurance agent at Financial Services of America, where he has been involved in insurance sales since 1993. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and employs a long-term trading approach, using a range of investment vehicles including mutual funds, ETFs, fixed income, and selected third-party managers.

Annuities
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Sean B

Series 65

Troy, MI

FSA Advisors, Inc.

Sean Beckerman is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Woodward Insurance Agency and Financial Service of America, where he also sells life insurance and annuities through multiple insurance marketing organizations. Beckerman is active in insurance sales, including Medicare-related products and life insurance, through FSA Health Insurance Agency. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term focus, offering tailored asset allocations and discretionary management that often includes third-party platforms.

Annuities
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Andrew B

Series 66

Troy, MI

FSA Advisors, Inc.

Andrew Bryant is a financial advisor at FSA Advisors, Inc. with the Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and Financial Services of America, as well as work outside the financial industry in structural consulting and student event management. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses, using an investment approach based on fundamental analysis and modern portfolio theory with tailored asset allocations and discretionary portfolio management.

Annuities
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William M

Series 65

Troy, MI

FSA Advisors, Inc.

William Medvedik is a financial advisor at FSA Advisors, Inc. with the Series 65 designation. He joined the firm in 2024 and has previous work experience at La Fitness, Target, and Dakota High School. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth individuals, and businesses. The firm uses a long-term investment approach based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary portfolio management.

Annuities
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John S

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

John Sauger is an investment advisor representative with FSA Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His career includes roles at AE Financial Services, HUB International Midwest, and Independence Capital Co. He also serves as president and secretary of Sauger Holdings, an sCorp managing financial business income for tax purposes. FSA Advisors, part of Financial Services of America Advisors, provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term investment horizon, typically implementing allocations through mutual funds, fixed income, ETFs, REITs, and annuities.

Annuities
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Kourtnee J

Series 65

Troy, MI

FSA Advisors, Inc.

Kourtnee Jury is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with one year of industry experience. Prior to joining FSA Advisors and Financial Services of America in 2025, she worked at Financial Plus Credit Union for seven years and has experience in the hospitality industry. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and businesses, employing an investment approach that combines fundamental analysis with modern portfolio theory and a long-term trading horizon. The firm manages approximately $395 million in assets and uses a variety of investment products while documenting client-specific investment policies and risk tolerances.

Annuities
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Christian K

Series 66

Troy, MI

FSA Advisors, Inc.

Christian Karges is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to his financial services roles, he worked at Green Lantern Pizza for several years, including as a delivery driver. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, employing an investment approach based on fundamental analysis and modern portfolio theory with tailored asset allocations and discretionary management.

Annuities
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Anthony R

Series 65, Series 66

Troy, MI

FSA Advisors, Inc.

Anthony Reckling is an investment adviser representative with FSA Advisors, Inc. in Troy, MI, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Ameriprise Financial, JP Morgan Securities, and Infinex Investments. He is also an associate advisor at Financial Services of America, where he sells life insurance and fixed index annuities. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Annuities
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Richard T

Series 66

Troy, MI

FSA Advisors, Inc.

Richard Trombley is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 66 credential and bringing nine years of industry experience. His work history includes roles at AE Financial Services, HUB International Midwest, Independence Capital Co Inc, and Financial Service of America. He is also active as an insurance agent with Financial Services of America and FSA Health. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, annuities, and selected third-party managers.

Annuities
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Kylie T

Series 65

Troy, MI

FSA Advisors, Inc.

Kylie Thiessen is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Financial Services of America, Palazzo Di Bocce, Goldfish Swim School, and Wyndgate Country Club. She also serves as a client service representative for insurance agencies without receiving commissions. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering tailored asset allocations and discretionary portfolio management.

Annuities
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Michael W

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Michael Wallace is an investment adviser representative at FSA Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AE Financial Services, HUB International Midwest, and Independence Capital Company. Wallace is also president of Wallace Holdings, a pass-through S corporation. FSA Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth, and business clients. The firm uses a combination of fundamental analysis and modern portfolio theory to guide investment decisions and typically employs mutual funds, fixed income, ETFs, REITs, and annuities in client portfolios.

Annuities
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Ryan P

Series 66

Troy, MI

FSA Advisors, Inc.

Ryan Paye is a financial advisor at FSA Advisors, Inc. in Troy, Michigan, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America and Bridgewise Financial Partners. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, utilizing fundamental analysis and modern portfolio theory with a long-term investment focus. The firm offers discretionary portfolio management, prepares Investment Policy Statements, and delivers financial plans on fixed-fee or hourly bases, often incorporating third-party managers and specific custodial arrangements.

Annuities
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David J

Series 65

Troy, MI

FSA Advisors, Inc.

David James is a financial advisor with FSA Advisors, Inc. He holds a Series 65 designation and has been in the financial services industry for several years, including roles at Hub International Midwest Inc and The Right Choice Insurance Agency Inc. He is also licensed as a life insurance agent with Financial Services of America. FSA Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and typically uses mutual funds, fixed income, ETFs, and other products to implement client portfolios.

Annuities
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Nicholas S

CFP®, Series 66

Warren, MI

FSA Advisors, Inc.

Nicholas Shaheen is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently affiliated with FSA Advisors, Inc. and has held roles at AE Financial Services, LLC, Fsa Health, Independence Capital Company, Woodward Insurance Group, and Financial Services of America. Outside of his advisory work, he is involved in insurance sales through several business activities, including ownership of his own insurance agency. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading horizon, implementing diversified allocations across mutual funds, fixed income, ETFs, REITs, and annuities.

Annuities
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Jeffrey M

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Jeffrey Medvedik is an investment advisor with FSA Advisors, Inc. in Troy, Michigan, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at AE Financial Services, Independence Capital Co, Usallianz Securities, and Financial Services of America. He is also president of J.D. Medvedik & Associates, an advisory business. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus and tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

Annuities
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John R

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

John Reynolds is a financial advisor with FSA Advisors, Inc., holding Series 63 and 65 licenses and possessing 26 years of industry experience. His prior work includes long-term roles at Cssc Brokerage Services, Inc., Cssc Investment Advisory Services, Inc., and Consulting Services Support Corporation. Outside of advisory activities, he is an insurance agent selling life insurance and fixed and fixed/indexed annuities on a commission basis. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term trading focus, offering tailored asset allocations that include mutual funds, fixed income, REITs, annuities, and ETFs.

Annuities
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John C

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

John Cole is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Independence Capital Co. and HUB Insurance Group. He is also involved in selling life insurance, fixed and indexed annuities, and health insurance through related business activities. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental analysis and modern portfolio theory to create long-term investment strategies, utilizing a range of products including mutual funds, ETFs, fixed income, REITs, and annuities.

Annuities
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Adam G

Series 63, Series 65

Troy, MI

FSA Advisors, Inc.

Adam Grubius is a financial advisor with FSA Advisors, Inc. in Troy, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Independence Capital Company Inc and Financial Services of America. He is involved in selling life insurance, fixed and indexed annuities, as well as health insurance. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary management and tailored asset allocations across various asset classes.

Annuities
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Katherine J

Series 65

Troy, MI

FSA Advisors, Inc.

Katherine Johnstone is a financial advisor with FSA Advisors, Inc. in Troy, Michigan, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at RichMark Wealth Management and Haller Financial Group. Outside of finance, she is the owner of Wild Ideas Garden Design, a garden design business she has operated since 1999. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, with tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Annuities
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Albert C

Series 66

Troy, MI

FSA Advisors, Inc.

Albert Carlson is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at AE Financial Services, LLC, Independence Capital Company, and long-term involvement with Financial Services of America and Carlson Holdings. Outside of advisory services, he is involved in selling life, health insurance, and annuities. FSA Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses fundamental analysis and modern portfolio theory with a long-term focus and tailored asset allocations, offering discretionary portfolio management and financial planning on a fixed-fee or hourly basis.

Annuities
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Brendan K

Series 65

Troy, MI

FSA Advisors, Inc.

Brendan Knight is a financial advisor at FSA Advisors, Inc. in Troy, MI, holding a Series 65 credential with one year of industry experience. Prior to joining FSA Advisors, he worked at United Wholesale Mortgage and held roles outside the financial industry including at BJ's Wholesale Club and Dave's Pizza Buffet. FSA Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs fundamental analysis and modern portfolio theory with a focus on long-term trading and tailored asset allocations across mutual funds, fixed income, REITs, annuities, and ETFs.

Annuities
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Joseph K

Series 65

Troy, MI

FSA Advisors, Inc.

Joseph Klimowicz is a financial advisor with FSA Advisors, Inc. in Troy, MI, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Financial Services of America and 1st State Bank. FSA Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm combines fundamental analysis with modern portfolio theory and a long-term trading horizon, typically using mutual funds, fixed income, ETFs, REITs, and annuities to implement client portfolios.

Annuities
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