Farmington Hills, MI 31731 Northwestern Hwy Office

Mark Phillabaum is a Series 66 credentialed financial advisor with LPL Financial in Farmington Hills, MI, bringing eight years of industry experience. He worked at Ford Motor Company for 26 years before joining LPL Financial in 2017. Outside of his advisory role, he is involved in managing a family farm through CSRB Horizons LLC. 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.

William Monteith is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 designation and 23 years of industry experience. His prior work includes 21 years at Linsco Private Ledger and one year at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a variety of investment programs and platforms, supporting advisors with research and operational tools.

Roy Stewart is a CFP® certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial since 2001. He is based in Farmington Hills, MI, and holds a Series 63 license. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and diverse investment strategies.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has a concurrent role in management at Cooper Standard Automotive, where he has worked for over 20 years. 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 financial planning, asset management, and institutional services, delivering advice through a large network of investment adviser representatives who utilize various investment strategies and operational tools.

Roosevelt Grayson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He operates a business entity, Grayson Advisory Group, associated with his LPL activities. 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 and access to various investment strategies, supported by research and technology tools.

Joseph Dallo is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 license and bringing eight years of industry experience. In addition to his advisory role since 2018, he is an attorney providing estate planning services through his own firm, Dallo Estate Planning, PLLC, and works as a patent examiner with the United States Patent and Trademark Office. He also engages in legal advising and ghostwriting activities outside of his financial advisory work. 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, with a focus on both discretionary and non-discretionary investment strategies supported by advanced operational and research tools.

Dmitry Arshansky is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2009. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools and strategies that include discretionary and non-discretionary approaches.

William Moran is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has been with LPL Financial and its predecessor entity, LINSCO/PRIVATE LEDGER CORP., since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.

John Bradford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with LPL Financial since 2012. Bradford is also involved in the sale of fixed disability, accident, health, life, and long-term care insurance products. 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, supported by advanced operational and research tools.

Jay Boger is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to his current role, he was involved in youth sports coaching and fitness training through JB SportsWorks, LLC, and operated a law practice at JB Law, PLC. He currently coaches youth soccer with Michigan Jaguars FC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 model portfolios, third-party subadvisors, and customized strategies.

Mark Lebovitz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in a family business operating a children's clothing retail store in Novi, Michigan. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by advisor-facing technology tools and a broad platform of non-advisory financial activities.

Alexander Elkin is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. 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, third-party asset management, and institutional platforms.

James Sinclair is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 21 years of industry experience. He has worked at LPL Financial since 2009 and spent three years at UBS Financial Services prior to that. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools while overseeing more than $819 billion in discretionary assets.

Cara Gardner is a financial advisor with LPL Financial based in Farmington Hills, MI, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Michigan Securities, Inc., Purshe Kaplan Sterling Investments, and PKS Advisory Services. She is also involved with CPG Capital, LLC, a business entity 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing various strategic and tactical investment options.

Christopher Mollan is a financial advisor with LPL Financial in Farmington Hills, Michigan, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Mollan has engaged in activities such as proofreading a book and serving as a personal travel agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.