Nicholas Shaw is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lake Michigan Credit Union and Nike Inc. He has involvement with Oceanview Life and Annuity Company, a non-variable insurance business. 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.

Heather Alber is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 credential and bringing 25 years of industry experience. Her previous roles include positions at Raymond James Financial Services and Bykerk Financial Services. She is also a commissioned notary public in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Stacey Crosby is a financial advisor with LPL Financial in Ravenna, MI, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Lake Michigan Credit Union, Fifth Third Securities, and Fifth Third Bank. Outside of her advisory practice, she is co-owner of a real estate rental business. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs supported by in-house and third-party research.

Brandon Beukema is a financial advisor with LPL Financial in Ravenna, Michigan, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2020 and has also worked at Lake Michigan Credit Union since 2010. 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 of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Tevin Shackelford is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2019 and previously at Hantz Group and Walgreens. Outside of his advisory role, he serves as a basketball referee through the Michigan High School Athletic Association and works as a driver for rideshare companies. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bryce Kelley is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 designation and five years of industry experience. He has worked at MaxWealth Management at Lake Michigan Credit Union since 2020 and has prior experience at Sysco and Michigan State University. 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 offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.