Independent, options & derivatives strategies financial advisors in East Lansing, MI

Joseph Brooks is a financial advisor with Fairhaven Financial Advisory Corporation in East Lansing, MI, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked at firms including Innovation Partners LLC and Royal Alliance Associates, INC., and has been with Fairhaven Financial Advisory Corporation since 1999. Brooks is also a licensed insurance agent for various life, health, disability, and fixed interest annuity products. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement distribution planning, financial consulting, and employer-sponsored plan advisory services using an asset-allocation approach with strategies ranging from conservative to aggressive.

Bryan Frazzini is an Investment Advisor Representative with Fairway Investment Group, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2022. Outside of his financial advisory role, Frazzini serves as a Sales Manager for SWAT Environmental, where he designs radon mitigation systems. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, offering portfolio management through LPL Financial-sponsored programs. The firm provides tailored, non-discretionary investment advice based on an investor profile and a combination of fundamental, technical, and cyclical analysis.

Richard Johnston is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he acts as a successor trustee for a family trust and operates a financial consulting business in East Lansing, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Tobias Timm is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Cantor Fitzgerald Wealth Partners, LLC and Cantor Fitzgerald & Co. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base—including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

William Stoskopf is a financial advisor with OSAIC based in East Lansing, MI, holding CFP® and ChFC® designations and possessing 31 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 24 years with Signator Investors, Inc. In addition to his advisory role, he is a musician and music teacher in Bath, MI. He is also the owner and managing member of Comprehensive Financial Solutions, LLC, which focuses on employee benefits and insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and efficient-frontier analysis to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.