Traverse City, MI Coral Lane Office

Maurice Dennis II is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at UBS Financial Services. Dennis is also a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

John Ehardt is a CFP® professional with 35 years of experience in the financial services industry. He has worked at LPL Financial since 2000 and has been with Advanced Financial Group, Inc. since 2002. Outside of advisory work, he is involved as a partner in an LLC that owns an office building. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by various operational and research tools.

Jennifer Boyer is a financial advisor with LPL Financial in Traverse City, Michigan, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been associated with Linsco Private Ledger Corp since 2001. She is also a licensed notary public in Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Richard White is a financial advisor with LPL Financial in Traverse City, MI, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Merrill in 2002. Outside of his advisory role, he owns a part-time seasonal boat rental business. 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 and investment management services and supports its advisors with research, model portfolios, and technology tools.

Lawrence Avery is a financial advisor based in Traverse City, MI, affiliated with LPL Financial. He holds a Series 66 designation and has 25 years of industry experience, including prior work at Edward Jones. Outside of his advisory role, he plays guitar in a swing band and serves on the board of trustees for a nonprofit organization. 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 other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supported by advanced technology and a large network of advisors.

Steven Brothers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2006. Outside of his advisory work, he is a business owner of Brothers Fencing, a home-based non-investment-related venture. 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 management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Randy Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2003. Additionally, he is involved with Flaherty & Warren, PC, providing tax preparation and other accounting services to clients in Traverse City, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial activities.

Tod Taylor is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including 15 years with Advanced Financial Group, Inc. Outside of his advisory work, he manages a short-term vacation rental in his local area. 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.