Flat-fee, retirement plans for business owners (SEP, solo 401k) 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 at Fairway Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Fairway Investment Group, Paradigm Equities, and MEA Financial Services since 2022. Outside of finance, he has managed sales and design at SWAT Environmental, a radon mitigation company, since 2014. Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, offering fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs. The firm operates mainly on a non-discretionary basis and emphasizes tailored recommendations based on 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.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.