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Nathaniel D

Series 66

Wyoming, MI

LPL Financial

Nathaniel Dostal is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining LPL Financial and DFCU Financial Partners in 2025, he was with Wells Fargo for one year. He has also been affiliated with Oakland Community College since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by proprietary research and technology, and oversees over $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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Benton M

Series 63, Series 66

Wyoming, MI

LPL Financial

Benton Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His career includes roles at DFCU Financial, Cuso Financial Services, J.P. Morgan Securities, and Chase Investment Services Corp. He is involved in DFCU Financial Partners, a business related to his LPL practice. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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