Kentwood, MI 29th St SE Office

Seth Stephens is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Shipt and Kentucky Christian University, as well as serving as a pitching instructor. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support both discretionary and non-discretionary management strategies.

Daniel Lauraine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His previous roles include positions at Drake & Associates, Charles Schwab Bank, and Waddell & Reed, Inc. Outside of advising, he manages BridgePoint Tax Consulting, LLC, which provides tax preparation and business consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Lisa Dean is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL in 2021, she operated Bridgepoint Wealth Management and Lisa Dean Inc, and has experience with Waddell & Reed and various insurance carriers. She is also involved with Hansen Brokerage Services as a non-variable insurance agent. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Ethan Lehman is a financial advisor with LPL Financial located in Kentwood, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he was employed at Hillsdale College and has experience with White Creek Lumber LLC. He is also currently involved as a non-variable insurance agent with Hansen Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining both discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Andrew Bopra is a CFP® professional affiliated with LPL Financial, with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at firms including Matthew Cinco and Waddell & Reed, Inc. Outside of his advisory work, he operates Bopra Investment Management, a business entity used for tax and investment purposes. 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 advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors to provide diversified investment strategies.

Jonathan Wendt is a CFP® professional with 12 years of industry experience, currently serving at LPL Financial since 2014. He operates in Kentwood, MI. Outside of his advisory role, he is involved with Wendt Financial Services, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Scott Voltz is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 credential and over one year of industry experience. His background includes independent contracting since 2015 and a position at Milken Community Schools. Outside of financial advising, he is actively involved in coaching and refereeing water polo at multiple collegiate and national organizations. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios supported by in-house and third-party research.

Benjamin Doerner is a financial advisor with LPL Financial in Kentwood, MI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bridgepoint Wealth Management, Union Bank of Michigan, Amazon, and Huntington National Bank. Outside of his advisory role, he is a notary and involved with Benjamin Capital LLC and Summit Land Acquisitions LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Lehman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of experience in the industry. He has been with LPL Financial since 2012. In addition to his advisory work, he is a co-member of Bridgepoint Tax Consultants, a tax preparation and accounting business. 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 and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and specialized investment strategies.

Kelli Vandellen is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at several firms including Waddell and Reed, Inc. Vandellen also has experience running a property-related business, Revivify Properties. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting.

Austin Owens is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and has prior experience with Corporate Settlement Solutions and Sun Title Agency. Owens also holds a notary role and is involved with Corporate Settlement Solutions outside of investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Stephens is a financial advisor with LPL Financial in Kentwood, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Business Network International and Waddell & Reed, along with operating his own firm, Mark Stephens, LLC, and working as a pitching instructor. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Matthew Cinco is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2021. Prior to this, he held roles at various entities including Isagenix International and managed several business entities. Cinco served on the Grand Valley State University Finance Advisory Board for 13 years. 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, financial planning, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.