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John S

Series 63, Series 65

Elm Grove, WI

LPL Financial

John Sobiech is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 42 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also involved with Elmbrook Associates, which operates as a non-variable insurance business and a DBA for his LPL activities. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and multiple strategic and tactical investment approaches.

College savings (529s, UTMA, etc.)
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Joshua N

Series 66

Elm Grove, WI

LPL Financial

Joshua Nett is a financial advisor at LPL Financial with six years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. He also has nearly a decade of experience in the retail sector with Piggly Wiggly Midwest. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

College savings (529s, UTMA, etc.)
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Dean S

Series 63

Elm Grove, WI

LPL Financial

Dean Strom is a financial advisor with LPL Financial based in Elm Grove, WI, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and Grove Point Investments. He also served in the Muskego-Norway School District for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, 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 both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66

Elm Grove, WI

LPL Financial

Michael Dearing is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and has worked with Elmbrook Associates and H. Beck, Inc. He also has a background with Johnson Controls spanning over a decade. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Allen D

Series 63, Series 65

Elm Grove, WI

LPL Financial

Allen Dearing is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, Annex Wealth Management, and H. Beck, Inc. He is also associated with Elmbrook Associates, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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

Series 63

Elm Grove, WI

LPL Financial

Robert Teofilo is a financial advisor at LPL Financial with 47 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Investments, H. Beck, Inc., and Beacon Benefits Group. Teofilo is also involved with Elmbrook Associates, a business connected to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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