East Lansing, MI 735 W Lake Lansing Rd Office

David Hart is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, Triad Advisors, and Michigan Money Management Advisers, LLC, where he is currently associated. 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, advisory programs, and retirement plan consulting services supported by both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Thomas Small is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and over 36 years of industry experience. His prior roles include positions at OSAIC and Triad Advisors, Inc., and he has operated Michigan Money Management Advisers, LLC, and Michigan Money Management, L.L.C. since 2014 and 1998, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.