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Thomas M

Series 66

Auburn Hills, MI

LPL Financial

Thomas Mahfet is a financial advisor with LPL Financial in Auburn Hills, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Zhang Financial, Plante Moran, Herbert Financial Group, Ascent Aerospace, Western Michigan University, and Emagine Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 brokerage services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Michael G

CFA®, Series 63

Auburn Hills, MI

LPL Financial

Michael Genna is a CFA® charterholder currently with LPL Financial, where he has worked since 2024. He has two years of prior experience at Huntington National Bank and has held roles in the hospitality and entertainment industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs and financial planning services, with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Alec W

CFP®, Series 66

Auburn Hills, MI

LPL Financial

Alec Wycoff is a financial advisor at LPL Financial with two years of industry experience. He holds the CFP® designation and the Series 66 license. His work background includes multiple roles at LPL Financial and prior positions connected to Michigan State University and other organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Steven M

Series 66

Auburn Hills, MI

LPL Financial

Steven Miodonski is a financial advisor with LPL Financial in Auburn Hills, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill, PNC Bank, and Edward Jones. Outside of his advisory work, he is the sole owner of a farm used for deer hunting in Harbor Beach, MI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and various institutional services.

College savings (529s, UTMA, etc.)
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Kara C

CFP®, Series 63, Series 65

Auburn Hills, MI

LPL Financial

Kara Case is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Her prior experience includes roles at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kevin P

CFP®, Series 63, Series 65

Auburn Hills, MI

LPL Financial

Kevin Pierce is a CFP® professional affiliated with LPL Financial in Auburn Hills, MI, with 12 years of experience in the financial services industry. His career includes roles at Centaurus Financial, Parkland Securities, SPC, and Sigma Financial Corporation prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Scott T

CFP®, Series 66

Auburn Hills, MI

LPL Financial

Scott Torosian is a CFP® professional with 21 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 14 years at Centaurus Financial, Inc. based in Auburn Hills, MI. 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 provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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