Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and JPMorgan Securities LLC. He has concurrent involvement with Genisys Credit Union, where he has worked since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Michael Megall is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

William Bargholtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at CUNA Mutual Group, CUNA Brokerage Services, OneAmerica Securities, American United Life, and Thrivent Financial. He is also involved with CoVantage Credit Union in a financial institution role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

John Jacobs is a financial advisor with LPL Financial in Bonita, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is also involved with San Diego County Credit Union in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm provides diversified advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research.

Corey Staub is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Sigma Financial Corporation for 19 years and operates Staub Financial Services, which he founded in 1998. In addition to his advisory work, Staub is a licensed agent for fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, including model portfolio management and retirement plan consulting, utilizing research from both internal and third-party sources.

Jeffrey Mansur is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2025. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated Mansur Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios, research, and technology-driven solutions.

Jerry Sheby is a CFP® professional with 39 years of experience in the financial advisory industry. He has been with LPL Financial since 2017, following an eight-year tenure at National Planning Corporation. Sheby also operates Sheby Financial Group, offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Michael Velzo is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Michael Rackner is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and Linsco/Private Ledger since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Nathan Ellerbee is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Raymond James Financial Services, Inc. from 2009 to 2023 and was involved with Kangaroo Court Softball during 2021 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

James Yost is a financial advisor with LPL Financial, holding ChFC® and Series 63 designations and bringing 46 years of industry experience. Prior to joining LPL Financial in 2019, he spent 27 years at Hornor, Townsend & Kent, Inc. He is also involved in a non-variable insurance business under his own name in Ada, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

Cameron Kerns is a financial advisor with LPL Financial in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Blue Ridge Bank, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he is the owner of a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Phan is a CFP® professional affiliated with LPL Financial in Houston, TX. He has been with LPL Financial since 2025 and has prior experience at Skyward Financial, LLC, Centric Wealth, and various educational institutions including Rice University and the University of Houston. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from multiple sources.

Theresa Pohlman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Her career includes roles at Cetera Advisors LLC, Diversified Capital Solutions Inc, and Investors Capital Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Hagbom is a ChFC® and Series 63-licensed financial advisor with 49 years of industry experience. He has been with LPL Financial since 1999 and also operates an investment and insurance sales business, Hagbom & Company, in East Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and services, providing both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Amy Holewa is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 29 years of industry experience. She previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 15 years. Outside her advisory role, she is involved with Intentional Wealth LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and diverse investment strategies.

Matthew Johnson is a CFP® professional with 30 years of experience in the financial industry. He has been with LPL Financial since 2003. Outside of his advisory role, he operates M. Jay Johnson Wealth Management, which is an investment-related business aligned with his work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Brian Petersen is a financial advisor with LPL Financial, based in Oshkosh, WI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2007. Outside of his advisory role, Petersen works as a Pastoral Transition Coordinator for Converge Great Lakes, a religious organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Howard Kukula is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2021. He has been involved in multiple business activities including roles with Kukula, Martens & Associates LLC and Newton Substance Abuse Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with support from proprietary and third-party research.

David Reuben is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cadaret, Grant & Co., Inc., Royal Alliance, and Ryan, Beck & Co., LLC. Outside of his advisory role, he provides tennis instruction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.