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Sharyn D
Series 63, Series 65
Gaylord, MI
LPL Financial
Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, The Huntington Investment Company, and previous tenure at LPL Financial. She is also involved with Maier & Associates Financial Group, a business related to her advisory activities. 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 model portfolio programs, third-party asset management access, and institutional platforms.
Brett N
CFP®, Series 66
Gaylord, MI
LPL Financial
Brett Naylor is a CFP® credentialed financial advisor with five years of industry experience. He currently works with LPL Financial and has prior experience at Raymond James Financial Services and Hantz Financial Services. Outside of advisory roles, he has been involved in the hospitality industry with Silver Palace Bar & Grill. 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, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.
Logan M
CFP®, CFA®, ChFC®, Series 66
Gaylord, MI
LPL Financial
Logan Maier is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors, Inc. and Covenant Healthcare. Maier is also involved with Maier & Associates Financial Group, Inc. 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 model portfolios, third-party subadvisors, and customized strategies.
Michael W
CFP®, ChFC®, Series 63, Series 66
Gaylord, MI
LPL Financial
Michael Wilcox is a CFP® and ChFC® affiliated with LPL Financial, with 32 years of industry experience. He has worked with firms including Raymond James Financial Services and Securities America, and maintains ongoing involvement in Maier & Associates Financial Group, which he has been part of since 1993. 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 advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.
Adam W
CFP®, CFA®, ChFC®, Series 63, Series 65
Gaylord, MI
LPL Financial
Adam Wohlscheid is a financial advisor with LPL Financial holding the CFP®, CFA®, and ChFC® designations, and has six years of industry experience. He previously worked at Raymond James Financial Services Advisors and CG Financial. Outside of his advisory role, he is involved with Maier & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms.
Gregory D
CFP®, Series 63, Series 66
Gaylord, MI
LPL Financial
Gregory Dahlberg is a Certified Financial Planner (CFP®) affiliated with LPL Financial, bringing 24 years of industry experience. He has previously worked with firms including Raymond James Financial Services and Securities America. Outside of his advisory work, he is involved with MZN Properties, LLC, an inactive entity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Wayne M
Series 63, Series 66
Gaylord, MI
LPL Financial
Wayne Maier is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 51 years of industry experience. He previously worked at Raymond James Financial Services and Securities America and has operated Maier and Associates since 2018. He is also involved with the Maier & Associates Charitable Foundation Inc., which he has been associated with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions using both proprietary and third-party strategies, supported by advanced operational and research tools.
Joseph M
Series 63, Series 66
Gaylord, MI
LPL Financial
Joseph Maier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Raymond James Financial Services and Securities America, as well as running Maier and Associates Financial Group since 1999. He serves on the board of the Maier & Associates Charitable Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment platforms and advisory solutions incorporating strategic, tactical, and alternative investment options.
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