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Mark Z

ChFC®, Series 63

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Mark Zitzelsberger is a financial advisor with LPL Financial based in Mount Pleasant, MI. He holds the ChFC® designation and has 42 years of industry experience. He has been associated with LPL Financial and its predecessor firms since 1999 and has worked at Total Investment Planners, Inc. since 2000. He serves on the Michigan Class D Cross Country Coaches Association board. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

General retirement planning Income planning General tax planning Annuities Real estate investing
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Bryce R

Series 66

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Bryce Roebke is a financial advisor at Rise Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Total Investment Planners, LPL Financial, The Stow Company, and Ernst & Young LLP. Rise Wealth Advisors, Inc. is an independent investment advisory firm that provides financial planning and consulting services. The firm operates with a team of four advisors.

General retirement planning Income planning General tax planning Annuities Real estate investing
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Teresa Z

CFP®, Series 63, Series 65

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Teresa Zitzelsberger is a CFP® with 34 years of experience in the financial services industry. She works with Rise Wealth Advisors, Inc. and has a long tenure with Total Investment Planners, Inc. and LPL Financial. Outside of her advisory roles, she is a co-owner of a family brewing business. Rise Wealth Advisors serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning services tailored to client needs. The firm focuses on financial planning rather than asset management, delegating investment execution to separate broker-dealer relationships.

General retirement planning Income planning General tax planning Annuities Real estate investing
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Chad Z

Series 63, Series 65

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Chad Zitzelsberger is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with Total Investment Planners, Inc. since 2008 and LPL Financial since 2007. Outside of his advisory work, he is a co-owner of a family-run brewery and restaurant. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

General retirement planning Income planning General tax planning Annuities Real estate investing
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