Royal Oak Wealth Advisors LLC

Donald Mcleod is a financial advisor with Royal Oak Wealth Advisors LLC, holding Series 63 and Series 65 credentials and over 57 years of industry experience. He has held roles at several firms including Geneos Wealth Management and The Mcleod Group Inc, where he was president and owner of a non-investment employee benefits business. Additionally, he owns fixed insurance agencies operating independently of his advisory practice. Alpha Asset Advisors serves individual clients primarily through a sub-advisory model, managing discretionary accounts with a rules-based dividend-growth strategy focused on long-term holdings. The firm delegates client-facing responsibilities to primary advisers while exercising investment discretion over the portfolios it manages.

James Westwood is a financial advisor at Royal Oak Wealth Advisors LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and WFG Investments, Inc. He is also a partner and owner of Alpha Asset Advisors and serves as a trustee of an irrevocable life insurance trust. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing accounts identified by unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy and conducts semiannual account reviews while relying on primary advisers to provide client suitability information.

Paul Erickson is a financial advisor with Royal Oak Wealth Advisors LLC in Royal Oak, MI, holding Series 63 and 66 designations and over 20 years of industry experience. He has worked at Royal Oak Financial Advisors, LLC since 2017 and Royal Oak Wealth Advisors, LLC since 2011, with prior experience at Capital Asset Advisory Services, LLC and Wells Fargo Clearing. He is also a co-owner of Alpha Asset Advisors and a licensed insurance agent. Alpha Asset Advisors serves individual clients primarily through a sub-advisory model, managing discretionary accounts for unaffiliated primary advisers. The firm employs a rules-based dividend-growth strategy focused on stocks with increasing dividend payouts and typically holds investments long term.

John Dyer is a financial advisor with Royal Oak Wealth Advisors LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes significant tenures at Key Management Group and Ameriprise Financial Services, Inc. He is also involved as Chief Operating Officer and Investment Adviser Representative at Alpha Asset Advisors, LLC. Alpha Asset Advisors primarily serves individual clients through a sub-advisory model, managing discretionary accounts with a rules-based dividend-growth strategy focused on stocks that pay dividends from free cash flow and have a history of increasing payouts. The firm conducts semiannual account reviews and relies on primary advisers for client suitability information while exercising investment discretion.