Bingham Farms, MI 30600 Telegraph Road Office

Lawrence Stack is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following 14 years at JHFN Signator Investment Inc. He also serves as Vice President of Financial Planning at Michigan Financial Companies, involved in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisors. The firm utilizes firm-provided asset allocation tools, risk assessments, and automated rebalancing to construct portfolios incorporating a variety of investment types, and offers integrated brokerage, advisory, planning, and managed account services.

Matthew Liston is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Osaic since 2018. He has prior experience with Cambridge Investment Research, Gleba & Associates, and Edward Jones Investments. He is also engaged in the sale of fixed annuities through a Michigan-based limited liability company. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing a range of portfolio construction tools and third-party money managers across multiple investment platforms.