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Samuel B

Series 66

Alma, MI

LPL Financial

Samuel Beals is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Apex Marine, Inc., and Baptist Children's Home. Beals is also involved with DLP Financial Partners, LLC, a business entity related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephen D

Series 66

Alma, MI

LPL Financial

Stephen De Jong is a financial advisor with LPL Financial in Alma, Michigan. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Gratiot Community Credit Union and Alma Bolt Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides diversified investment options and operational support to its network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John P

Series 63, Series 66

Alma, MI

LPL Financial

John Pobanz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher L

Series 66

Alma, MI

LPL Financial

Christopher Lewis is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Raymond James & Associates for five years before joining LPL Financial in 2021. Lewis holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel D

Series 63, Series 66

Alma, MI

LPL Financial

Daniel De Jong is a financial advisor with LPL Financial in Alma, Michigan. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Raymond James & Associates for 13 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services featuring financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James H

Series 66

Alma, MI

LPL Financial

James Hancock II is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked for seven years at Alma College and four years at Michigan State University. Outside of his advisory role, he is a business owner of Alma Glengravel LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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