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Samson M

Series 66

Southfield, MI

LPL Financial

Samson Maxbauer is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 credential and bringing 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Maxbauer is involved with S.A.M. Advisory LLC, a business entity reported as not investment related. 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.

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

CFP®, Series 63

Southfield, MI

LPL Financial

Mark Sutherland is a CFP® professional with 43 years of industry experience, currently serving as an advisor at LPL Financial since 2017. He previously worked at Ameriprise Financial Services, Inc. and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing both proprietary and third-party strategies across various account types.

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

Series 63, Series 65

Southfield, MI

LPL Financial

Jack Rothenberg, CFS, is a financial advisor with LPL Financial in Southfield, MI, with 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2003. Rothenberg holds Series 63 and Series 65 registrations and is involved in the sale of fixed insurance and annuities. 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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William K

Series 63, Series 65, Series 66

Southfield, MI

LPL Financial

William Knudsen is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 27 years of industry experience. Prior to joining LPL Financial in 2015, he worked at The Huntington Investment Company, Chase Investment Services Corp., and Fifth Third Securities, Inc. He also manages a private investment and tax-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 both discretionary and non-discretionary strategies.

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

Series 66

Southfield, MI

LPL Financial

Randy Malloy is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Hantz Financial Services before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and 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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Lynn H

Series 66

Southfield, MI

LPL Financial

Lynn Habrowski is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she owns a diesel mechanic business in Imlay City, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing both proprietary and third-party model portfolios and strategies.

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

CFA®, Series 63, Series 65

Southfield, MI

LPL Financial

Steven Lone is a CFA® charterholder with 37 years of industry experience and has been with LPL Financial since 2003. He holds Series 63 and Series 65 licenses. His additional business activities include managing a retirement strategy business under the America Group Retirement Strategy Centers name and involvement in non-variable insurance placements. 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, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Southfield, MI

LPL Financial

Ramzi Boyd is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he worked for over two decades. In addition to his advisory work, Boyd has ongoing involvement as a financial advisor with Comerica Financial Advisors. 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 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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Bradley A

Series 63, Series 65

Southfield, MI

LPL Financial

Bradley Augustine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at LPL Financial since 2014 and was previously with Larson Financial Group, LLC from 2012 to 2014. 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, including financial planning, model portfolios, 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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Jeffrey L

Series 63, Series 65

Southfield, MI

LPL Financial

Jeffrey Lynn is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of advising, he is involved in business ownership of Coolidge Imaging, an MRI imaging company, and EV Mode, a technology assistance enterprise. 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, utilizing a variety of investment strategies and operational tools supported by machine learning, alongside a broad non-advisory financial services platform.

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

Series 66

Southfield, MI

LPL Financial

Stacy Moskowitz is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Emerson (ASCO, L.P.) for a total of six years with a brief period of unemployment in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms, supported by technology tools to assist advisors.

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

Series 63, Series 65

Southfield, MI

LPL Financial

John Massoglia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2011 and previously spent six years with First Allied Securities, Inc. In addition to his advisory role, he is involved in tax preparation, accounting, and bookkeeping through Massoglia Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.

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

Series 63, Series 65

Southfield, MI

LPL Financial

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in insurance agency work and business development for an insurance group focusing on life insurance and employee benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

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

Series 63, Series 65, Series 66

Southfield, MI

LPL Financial

Susan Merrick is a financial advisor with LPL Financial in Southfield, Michigan, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2003. Merrick is also involved in selling fixed annuities, health, and fixed life insurance. 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, and institutional platforms, supporting over 22,800 advisors and 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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Phil A

Series 63, Series 65

Southfield, MI

LPL Financial

Phil Andrews II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the author of "Sally and Sam Squirrel." LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by technology tools and oversight of substantial 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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Jason S

CFP®, Series 63, Series 66

Southfield, MI

LPL Financial

Jason Sherman is a CFP® professional with 23 years of experience in the financial services industry. He has been with LPL Financial since 2004 in Southfield, MI. Outside of his advisory role, he is also involved in selling life, health, home, and auto insurance and provides tax return preparation 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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Dimitri H

Series 63, Series 66

Southfield, MI

LPL Financial

Dimitri Hountalas is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera and JPMorgan Chase. 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.

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

Series 63, Series 65

Southfield, MI

LPL Financial

Bryan Foster is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives using a range of investment approaches.

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

CFP®, Series 63, Series 65

Southfield, MI

LPL Financial

Craig Snyder is a financial advisor with LPL Financial based in Southfield, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including over two decades with LPL Financial and more than a decade at America Group. Outside of his advisory work, he is the owner of Last Chance Partners LLC, an entity created to purchase cryptocurrency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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Mark B

Series 63, Series 65, Series 66

Southfield, MI

LPL Financial

Mark Bordelove is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009, after brief periods at Ameriprise and Ameriprise Advisor Services. In addition to his advisory work, he is involved in selling fixed annuities and various insurance products. 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 asset management services, including access to third-party subadvisors and institutional platforms, supported by technology tools for operational and research purposes.

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

Series 66

Southfield, MI

LPL Financial

Tobey Miller is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade, Scottrade, Harrisdirect, and Merrill. Outside of his advisory work, Miller is involved in music ministry, providing lessons and performances. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning, portfolio management, and retirement advice services. The firm combines a large advisory network with extensive non-advisory financial activities and oversees 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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Joseph C

Series 63, Series 66

Southfield, MI

LPL Financial

Joseph Ciesinski is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2011 and previously spent seven years at Comerica Securities. He also operates businesses under the names America Group Retirement Strategy Centers and Ciesinski Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a broad range of advisory services including financial planning, model portfolios, and institutional platforms, with an emphasis on operational support through advanced tools and a wide scale of 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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Misty D

Series 63, Series 66

Southfield, MI

LPL Financial

Misty Doucet is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is employed part-time as a bakery and deli clerk. 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 portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

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

CFP®, Series 63, Series 66

Southfield, MI

LPL Financial

Roger Houston is a CFP® professional with 34 years of experience, currently serving at LPL Financial since 2003. He holds Series 63 and Series 66 licenses. His other business activities include selling fixed annuities, health, disability, and long-term care insurance in Southfield, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational tools including machine learning, while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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

Series 63, Series 66

Southfield, MI

LPL Financial

Daniel Yuhn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with LPL Financial since 1997. 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.

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

Series 66

Southfield, MI

LPL Financial

Dolapo Bankole is a Series 66-credentialed financial advisor with three years of industry experience. Currently with LPL Financial, Bankole previously worked at Raymond James Financial Services, UBS Financial Services, and The Vanguard Group. Outside of advisory roles, Bankole has experience with editorial services and education. 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 financial planning, managed portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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