Farmington Hills, MI 31731 Northwestern Hwy Office

Mark Phillabaum is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL in 2017, he worked at Ford Motor Company for 26 years. Outside of his advisory role, he is involved with CSRB Horizons LLC, a family farm in Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

William Monteith is a Series 66 licensed advisor with LPL Financial in Farmington Hills, MI, and has 22 years of industry experience. He has worked with Linsco Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.

Roy Stewart is a CFP®-certified financial advisor with 45 years of industry experience. He has been with LPL Financial in Farmington Hills, MI, since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios, third-party research, and technological tools.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has been concurrently employed at Cooper Standard Automotive since 2006 as a manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Roosevelt Grayson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by research and third-party subadvisors.

Joseph Dallo is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 license and eight years of industry experience. He has concurrently served as a patent examiner at the United States Patent and Trademark Office since 2012 and practices estate planning law through Dallo Estate Planning, PLLC. Dallo also works as a legal advisor for D.A.T. Ventures, LLC, and has engaged in ghostwriting. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Dmitry Arshansky is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial since 2009. He is based in Farmington Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

William Moran is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Bradford is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 65 licenses and having 14 years of industry experience since 2012. He has been with LPL Financial throughout his career. Bradford is involved in the sale of fixed disability, accident, health, life, and long-term care insurance as well as fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jay Boger is a Series 66 licensed financial advisor with LPL Financial, based in Farmington Hills, MI, and has six years of industry experience. His background includes roles in youth sport coaching and fitness training through JB SportsWorks, LLC, as well as legal practice with JB Law, PLC. He currently coaches youth soccer with Michigan Jaguars FC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Mark Lebovitz is a financial advisor with LPL Financial based in Farmington Hills, MI, holding a Series 66 designation and 11 years of industry experience, all of which have been with LPL Financial since 2015. Outside of his advisory role, he is involved in a family business that operates a children’s clothing retail store in Novi, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alexander Elkin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced portfolio management technologies.

James Sinclair is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009. 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 and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cara Gardner is a financial advisor with LPL Financial in Farmington Hills, MI. She holds the CFP® and Series 66 designations and has 17 years of industry experience. Her prior work includes roles at Michigan Securities, Inc., Purshe Kaplan Sterling Investments, and PKS Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Mollan is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has engaged in non-investment activities such as proofreading a book and acting as a travel agent for his personal trips. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research from various sources.