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Mitchell S
Series 63, Series 65
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
Mitchell Sehi is an advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior firms include Mass Mutual Investors Services, MassMutual Life Insurance Co, Pruco Securities, and Equitable Advisors. Outside of advisory work, he is employed as a server in the hospitality industry. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach supported by proprietary software and integrates both passive and active investment strategies along with dynamic rebalancing.
David C
Series 63, Series 65
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
David Camilleri is an investment advisor representative with Wealthcare Advisory Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial industry, including roles at LPL Financial and Integrated Wealth Concepts, LLC. In addition to his advisory work, Mr. Camilleri is a certified public accountant with Butala Simmons, Camilleri & Baranski PC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, retirement plan advisory, and access to alternative and private placement investments through a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework.
David K
Series 63, Series 65
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
David Kaiser is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has served at LPL Financial since 2012 and has been involved with Wealthcare Advisory Partners LLC since 2018. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Scott M
Series 63, Series 66
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
Scott Montgomery is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held roles at LPL Financial for over two decades and is also a certified public accountant at Montgomery, Wiethorn, Burke, Mackinder & Dye, CPA's P.C. in Farmington Hills, MI. In addition to his advisory work, Mr. Montgomery is a licensed insurance agent and maintains a full-time accounting position. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach incorporating proprietary software, behavioral economics, and both passive and active investment strategies.
Jason P
Series 66
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.
Solomon L
Series 66
Bloomfield Hill, MI
Wealthcare Advisory Partners LLC
Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.
Steven P
CFP®, Series 63, Series 66
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
Steven Privette is a CFP® professional with 15 years of experience in the financial industry. He is currently affiliated with Wealthcare Advisory Partners LLC and LPL Financial, having previously worked at Edward Jones for 12 years. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using proprietary software and quantitative metrics, combining both passive and active investment strategies tailored to client preferences.
William G
Series 63, Series 65
Bloomfield Hills, MI
Wealthcare Advisory Partners LLC
William Gibbons Jr. is a financial advisor at Wealthcare Advisory Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at LPL Financial since 2002. In addition to his advisory role, Mr. Gibbons serves as a board member and treasurer of the Lapeer County Community Foundation, where he participates in finance and donor development committees and collaborates with external accounting firms. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, combining both passive and active investment strategies alongside quantitative and fundamental analysis.
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