James Bochenek is a CFP® professional with 42 years of industry experience, currently with LPL Financial since 2009. He previously worked for over three decades at Scripter and Associates, Inc. Outside of his advisory role, Bochenek also serves as a notary public, primarily notarizing documents for clients. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Michael Bochenek is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with LPL Financial since 2012. 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 supported by model portfolios, third-party research, and advanced technologies.

Michael Gloster is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at firms including Nustar Financial, Secure Investors Group, Aurora Securities, Bank of America, and Merrill. Outside of his advisory work, he hosts a podcast through Fashioncast, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management options and utilizes various investment strategies and technologies.