Chesaning, MI Office

Samuel Forsyth is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and MMB Advisors since 2019 and also serves as a track and field coach and assistant coach at local schools in Chesaning, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, and supports advisors with operational and research tools.

Alecia Agnew is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked with multiple firms including Gregory Bruff, Martin Maier, and Waddell & Reed. Agnew is also a commissioned notary in Chesaning, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Kaiden Heinrich is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Northwood University and Delta Community College, and has been affiliated with Zehnders of Frankenmuth since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Martin Maier is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with LPL Financial since 2021 and also operates MMB Associates LLC, while maintaining a teaching role at Chesaning Union Schools since 2009. Outside of advising, he is involved in insurance brokerage activities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management delivered by a large network of investment adviser representatives.

Gregory Bruff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Waddell & Reed, Inc. for 15 years and has been involved with several local organizations, including the Chesaning Chamber of Commerce and the Downtown Development Association. Outside of his advisory role, he is active with Trinity United Methodist Church and manages MMB Associates LLC, a business entity established for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and emphasizes a combination of model portfolios, customized strategies, and technology tools across its extensive network of advisors.

Gerald Morse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory role, he is involved with Pine Hollow Home Association and MMB Associates. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Arthur Nietling is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and CG Financial. Outside of his advisory work, he is involved with Maxim Healthcare as an on-call coordinator in a home-based capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and various technological tools.

Gage Ruddy is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. His work history includes roles at MMB Advisors and LPL Financial, as well as experience affiliated with Central Michigan University and Wheeler Trucking, Inc. 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 financial planning and investment management services, utilizing various strategies and technology tools to support its network of over 22,800 advisors.