Southfield, MI Northwestern Hwy Office

Samson Maxbauer is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Maxbauer is involved in a non-investment business entity, S.A.M. Advisory LLC. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Mark Sutherland is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked for Ameriprise Financial Services, Inc. from 2011 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jack Rothenberg is a financial advisor with LPL Financial, holding a Certified Fund Specialist (CFS) designation and over 32 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp since 2003. Rothenberg also engages in the sale of fixed life insurance, disability insurance, long-term care insurance, and fixed annuities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Knudsen is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2015 and operates William Knudsen Financial as a separate entity 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. The firm provides a range of advisory programs, financial planning, and retirement services supported by research, model portfolios, and technology-driven risk management.

Randy Malloy is a financial advisor at LPL Financial with 10 years of industry experience. He has held roles at LPL Financial since 2018 and previously worked at Hantz Financial Services from 2016 to 2018. He holds the Series 66 designation. LPL Financial is an 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, and retirement plan consulting through a national network of investment adviser representatives.

Lynn Habrowski is a financial advisor with LPL Financial, holding a Series 66 credential and over 22 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she owns and operates Diesel Dealers LLC, a diesel mechanic shop in Michigan. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Steven Lone is a financial advisor with LPL Financial in Southfield, MI, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with LPL Financial since 2003. Outside of his advisory role, he operates a non-variable insurance business, placing various non-variable life and fixed annuities for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supporting a range of investment strategies and technologies.

Ramzi Boyd is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and Comerica Securities. His outside business activities include financial planning and retirement income distribution planning through Comerica Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, portfolio management options, and financial planning services supported by research and third-party subadvisors.

Bradley Augustine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with multiple investment-related business entities operating under LPL's umbrella, including Mercury Capital Group and Sherman Private Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and portfolio management supported by proprietary and third-party research.

Jeffrey Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial, where he has been since 2022. Outside of advisory work, he is involved in business ventures including ownership of an MRI imaging company and a technology assistance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Stacy Moskowitz is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Emerson (ASCO, L.P.) for six years before joining LPL Financial. 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, model portfolios, and retirement plan consulting.

John Massoglia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with LPL Financial since 2011. In addition to advisory services, he is involved in tax preparation, accounting, and bookkeeping through Massoglia Tax Services and provides non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing various model portfolios and research resources.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Doeren Mayhew Insurance Group, where he heads the life insurance division and works in employee benefits and business development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research from internal and external sources and employing both discretionary and non-discretionary management strategies.

Susan Merrick is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2003. Merrick is also involved in selling fixed annuities, health, and fixed life insurance products. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios, third-party subadvisors, and technology-driven strategies.

Phil Andrews II is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He is also an author of a work titled *Sally and Sam Squirrel*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.