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Aaron W
Series 63, Series 66
Sterling Heights, MI
Thrivent Investment Management
Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.
Ronald A
Series 63, Series 65
Rochester, MI
LPL Financial
Ronald Albers Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of ten years. 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 model portfolios and research, and provides both discretionary and non-discretionary management services.
Robert S
Series 66
Oxford, MI
Edward Jones
Robert St Louis is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at Huntington National Bank and The Huntington Investment Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and with a large nationwide network of advisors and branch offices.
Stuart H
Series 66
Auburn Hills, MI
Merrill
Stuart Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of The Higgins Group since October 2016. He focuses on developing long-term financial advisory relationships tailored to each client's specific lifestyle and goals. His services include wealth and retirement management strategies, estate and college education planning, as well as portfolio management and lending services through Bank of America. Prior to joining Merrill Lynch, Stuart worked in the Greater New York City area for Lord Abbett Investments, specializing in mutual funds, separately managed accounts, and defined contribution business. He holds a Bachelor's degree in Business Management from the University of Maine, where he also played Division 1 Ice Hockey. During his time at the university, he contributed to the student newspaper and volunteered with the Special Olympics. Stuart's community involvement includes participation with MCIR Special Olympics and the University of Maine Students for Liberty. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS under ID 1565253.
Dana A
Series 66
Bloomfield Hills, MI
Merrill
Dana Arluna is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Dana focuses on helping clients connect with the appropriate people, plans, and processes tailored to their individual ambitions. She works with clients on a range of financial goals including education funding, retirement planning, healthcare cost management, and the creation of personalized long-term family strategies. Dana holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. Outside of work, she enjoys a variety of activities including football, golfing, hiking, hunting, reading, running, surfing, table tennis, traveling, and spending time with her family.
Dennis S
Series 63
Rochester Hills, MI
LPL Financial
Dennis Schafer is a financial advisor at LPL Financial with 22 years of industry experience. Prior to joining LPL in 2023, he worked at Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz and Associates. Outside of his advisory work, he is the owner of Pointe Pizza Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.
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