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Steven B

Series 63, Series 65

East Lansing, MI

LPL Financial

Steven Belloli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, he is a co-owner of SVB Lansing, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors and utilizes both proprietary and third-party strategies.

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

Series 63, Series 65

East Lansing, MI

LPL Financial

Donald Headley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Securities America, Inc., Manage Money Concept, Sigma Financial Corporation, and Spc. 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, asset management, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

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

Series 63, Series 65

East Lansing, MI

LPL Financial

Craig Freund Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes positions at Locke Financial Services and Sigma Financial Corporation. Outside of finance, he has experience in the food service industry, including roles at Blaze Pizza, Pizza Hut, and Chens Chinese Cuisine. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing diverse investment strategies and operational tools, alongside extensive non-advisory financial activities.

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

Series 63, Series 66

East Lansing, MI

LPL Financial

Annette Wright is a financial advisor with LPL Financial in East Lansing, MI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2023 and previously worked at Spc and Sigma Financial Corporation from 2012 to 2023. Wright also maintains a CPA practice providing tax services. 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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Jack M

Series 63, Series 66

East Lansing, MI

LPL Financial

Jack Miceli is a financial advisor with LPL Financial based in East Lansing, MI, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior work includes roles at Edward Jones, GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He is also involved with Upstream Investment Partners, a DBA for his LPL business. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies supported by operational tools.

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

Series 65

East Lansing, MI

LPL Financial

Alexander Rowe is a Series 65-licensed financial advisor with LPL Financial, based in East Lansing, MI, and has three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Sapphire Blue Investment Partners and DI Training. Outside of financial advising, he owns a personal training business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, asset management programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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

Series 66

East Lansing, MI

LPL Financial

Kirk Sempsrott is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial and has prior experience at Sigma Financial Corporation, SPC, Principal Financial Services, and Securian Financial Services. Outside of his advisory role, he is involved with Sempsrott, Inc., a business entity established for tax and investment purposes. 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 services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

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

Series 63, Series 66

East Lansing, MI

LPL Financial

Matthew Hess is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His previous roles include positions at Sigma Financial Corp, Bank of America, Merrill, and J.P. Morgan Securities. He is based in East Lansing, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large 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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