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Our team

As Financial Professionals and active members of their community, our Advisors are dedicated to helping individuals and businesses build their financial futures. To stay on top of their field and develop professional skills, our Advisors regularly attend industry training and certification programs.

Education, experience, and professional affiliations have fostered our Advisors practical approach to offering financial services and advice to their clients. Maintaining a strong sense of community and a solid professional foundation are especially important to our Advisors. 

Executive Leadership


William Degnan

William Degnan

SENIOR EXECUTIVE VICE PRESIDENT RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0B79745

(248) 641-2624

(248) 641-2788

Joseph Sarnecky

Joseph Sarnecky

SENIOR VICE PRESIDENT, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0H14908

(248) 641-2650

(248) 641-2788

Vice Presidents


Mark Hiegel

Mark Hiegel

COMPLEX VICE PRESIDENT

(269) 216-7320

Brendan Hanley

Brendan Hanley

COMPLEX VICE PRESIDENT

(248) 641-2681

Nicholas Litton

Nicholas Litton, CFP®

AR Lic. 18706917

COMPLEX VICE PRESIDENT, AR Insurance License # 18706917

(248) 860-9673

Connor Carbary

Connor Carbary

COMPLEX VICE PRESIDENT

(248) 641-2657

Leadership - Staff


Megan Moloney

Megan Moloney

COMPLIANCE

(248) 641-2677

Malcolm Tippins

Malcolm Tippins

Training Coordinator, CA Insurance License 4060416

(248) 641-2723

(248) 641-2788

Katie O'Toole

Katie O'Toole

MARKETING

(248) 641-2714

Julie Stimpson

Julie Stimpson

OPERATIONS

(248) 641-2614

Financial Professionals

Find a Financial Professional

  • Albert Dejonge
  • Albert Papa, ChFC, CLU
  • Alex Hartsough
  • Ali Saab
  • Alyssa Daher CFP®
  • Alyssa Flevaris
  • Andrew Ashworth CFP® , ChFC, CLU
  • Austin Francis
  • Barry Jones
  • Beena Kinariwala, CFP®
  • Ben Kissee
  • Benjamin Hudson
  • Benjamin Hawker
  • Brendan Hanley
  • Brendan Cairney
  • Brian Scarfone
  • Bryan Lane
  • Carl Johnson, ChFC, CLU
  • Carson St. Amour
  • Carter Assink
  • Charles Gabel, ChFC, CLU
  • Christopher Staufer
  • Clayton Sebastian
  • Collin Brutlag
  • Connor Carbary
  • Craig W. Bastuba
  • Da'Neesha Bracey
  • Daniel Abbgy
  • Daniel Sayfie CFP®
  • Daniel Friedel
  • Darlene Frederick, RICP
  • David Brouwer
  • David Dimusto
  • David Hoekstra
  • David Teall
  • David Trimble, JD
  • David Walker, ChFC, CLU
  • David Ackley
  • David Valent
  • David Rossetter
  • Donald Stokes
  • Douglas Hoard
  • Drake Siwicki
  • Elana Muehleip
  • Emily Celeski
  • Frank List, ChFC, CLU
  • Gehad Alawan
  • Grant Cobb
  • Grant Osborne
  • Greg Spinazze, CLU, ChFC
  • Jack Millmier
  • Jack Chartier
  • Jacob Bradsher
  • Jacob McGuckin
  • Jacqueline Vermette
  • James Bardash, JD
  • James Leventis, ChFC, CLU
  • James Vanek
  • Jason Ciaramitaro
  • Jeff Spencer
  • Jeffrey Kerr
  • Jeffrey West
  • Jerome Hartl
  • Jerry Ciaramitaro, JD
  • Jesse Blauw
  • Jessica Ping
  • Joel Mishler, JD
  • John Becker, CLU
  • John Daly
  • John (Jack) Sauber
  • Jon Frank
  • Jordan Ciaramitaro
  • Joseph Sarnecky
  • Joseph Binder, CFP®
  • Joseph Creal, ChFC, CLU
  • Joseph Girardin
  • Joseph Serra
  • Joseph Prechtel
  • Julie Stimpson
  • Kalin Emans
  • Karen Lawrence-Webster, CPA
  • Katie O'Toole
  • Katlyn Taylor
  • Keith Kaminski
  • Kenneth Burns, ChFC, CLU
  • Lauren Doherty
  • Laurie Sall
  • Lawrence Brethauer, CFP®
  • Lawrence Stout
  • Lester Houge
  • Logan Priebe
  • Luca Sbrocca, CRES
  • Luke Krupp
  • Malcolm Tippins
  • Mara McKenzie
  • Mark Hiegel
  • Mark Spencer
  • Martin Bokesch
  • Matthew Domsic
  • Matthew Gregor
  • Matthew Helms
  • Matthew List
  • Megan Moloney
  • Michael Jennings
  • Michael Johnson, CFP®, CLU
  • Michael Roberts
  • Nathan Hall
  • Nathan Skuratovich
  • Nicholas Litton, CFP®AR Lic. 18706917
  • Nicholas Oliver-Troxell
  • Noah Roberts
  • Patrick Lane
  • Paul Glovick, ChFC
  • Paul A. Snow, ChFC
  • Philip Glovick
  • R. Brian Stump
  • Reagan Paulina Paulina
  • Richard Gilbertson Sr., CFP®, ChFC, CLU
  • Richard Gregor, CPA
  • Richard Jackson
  • Riley Stesiak
  • Robert Ketola, Sr., ChFC, CLU
  • Robert Rowling
  • Robert Farrell
  • Robt (Bo) Lineberger
  • Ross Armstrong
  • Salvatore Serra
  • Samuel Millmier
  • Sara Kellenberger
  • Schalk Van Niekerk
  • Scott Prechtel, ChFC, CLU, RICP
  • Scott Stasik, CFP®, ChFC, RICP
  • Sedric Audas II
  • Stephen Gorski, CLUAR Lic. #991819
  • Stephen List
  • Thomas Allam
  • Thomas Carey, ChFC, CLU
  • Thomas Garceau
  • Thomas Rudert, ChFC, CLU
  • Thomas Tafelski
  • Tim Flint
  • Todd Loughin
  • William Degnan
  • William Roberts, CFP®, ChFC
  • Zachary Rose
  • Zachary Conforti


Albert Dejonge

Albert Dejonge

FINANCIAL PROFESSIONAL

(616) 610-2036

Albert Papa

Albert Papa, ChFC, CLU

FINANCIAL PROFESSIONAL, CA Insurance License # 0C76281

(248) 743-4300

(248) 743-4301

Alex Hartsough

Alex Hartsough

FINANCIAL PROFESSIONAL

(574) 971-1642

Ali Saab

Ali Saab

Financial Advisor

248-641-2799

Alyssa Daher CFP®

Alyssa Daher CFP®

FINANCIAL CONSULTANT

(248) 641-2874

Alyssa Flevaris

Alyssa Flevaris

Financial Advisor

248-641-2869

Andrew Ashworth

Andrew Ashworth CFP® , ChFC, CLU

FINANCIAL PROFESSIONAL, CA Insurance License 0B79745

(231) 668-4086

Austin Francis

Austin Francis

FINANCIAL PROFESSIONAL

(269) 591-0061

Barry Jones

Barry Jones

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(810) 654-9206

(810) 654-9213

Beena Kinariwala

Beena Kinariwala, CFP®

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 649-0404

Ben Kissee

Ben Kissee

FINANCIAL PROFESSIONAL

(989) 364-2167

Benjamin Hudson

Benjamin Hudson

FINANCIAL PROFESSIONAL

(248) 641-2626

(248) 641-2788

Benjamin Hawker

Benjamin Hawker

Financial Advisor

(248) 641-2885

Brendan Hanley

Brendan Hanley

COMPLEX VICE PRESIDENT

(248) 641-2681

Brendan Cairney

Brendan Cairney

Financial Advisor

248-641-2760

Brian Scarfone

Brian Scarfone

FINANCIAL CONSULTANT, CA Insurance License # 4440062

(248) 641-3548

Bryan Lane

Bryan Lane

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 4046741

(614) 389-4777

Carl Johnson

Carl Johnson, ChFC, CLU

FINANCIAL PROFESSIONAL

(810) 984-3856

Carson St. Amour

Carson St. Amour

Financial Advisor

(231)-670-1155

Carter Assink

Carter Assink

Financial Advisor

(269) 256-4348

Charles Gabel

Charles Gabel, ChFC, CLU

FINANCIAL PROFESSIONAL

(313) 885-9000

(313) 885-9005

Christopher Staufer

Christopher Staufer

Financial Advisor

616-214-3121

Clayton Sebastian

Clayton Sebastian

Registered Representative

248-641-2864

Collin Brutlag

Collin Brutlag

Financial Advisor

248-641-3519

Connor Carbary

Connor Carbary

COMPLEX VICE PRESIDENT

(248) 641-2657

Craig W. Bastuba

Craig W. Bastuba

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0K48483

(248) 641-2763

Da'Neesha Bracey

Da'Neesha Bracey

Financial Advisor

(248) 641-2706

Daniel Abbgy

Daniel Abbgy

FINANCIAL PROFESSIONAL

(269) 363-2522

Daniel Sayfie CFP®

Daniel Sayfie CFP®

FINANCIAL PROFESSIONAL

(616) 450-2094

Daniel Friedel

Daniel Friedel

Financial Advisor

(248) 641-2795

Darlene Frederick

Darlene Frederick, RICP

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(616) 575-3518

(616) 384-4809

David Brouwer

David Brouwer

FINANCIAL ADVISOR, RETIREMENT PLANNING SPECIALIST

(616) 942-9775

(616) 942-2346

David Dimusto

David Dimusto

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 641-2709

David Hoekstra

David Hoekstra

FINANCIAL PROFESSIONAL

(616) 942-9775

(616) 942-2346

David Teall

David Teall

FINANCIAL PROFESSIONAL

(269) 216-7320

David Trimble

David Trimble, JD

RETIREMENT PLANNING SPECIALIST

(248) 641-2725

David Walker

David Walker, ChFC, CLU

FINANCIAL PROFESSIONAL, CA Insurance License # 0D60978

(419) 531-7131

(419) 531-1761

David Ackley

David Ackley

Financial Advisor

231.740.9634

David Valent

David Valent

Financial Professional

(248) 519-2953

David Rossetter

David Rossetter

Financial Advisor

(248) 641-2600

Donald Stokes

Donald Stokes

FINANCIAL PROFESSIONAL

(248) 225-0840

(248) 547-3444

Douglas Hoard

Douglas Hoard

FINANCIAL PROFESSIONAL

(517) 292-6955

Drake Siwicki

Drake Siwicki

Financial Advisor

269-256-4360

Elana Muehleip

Elana Muehleip

FINANCIAL PROFESSIONAL

(248) 988-2971

Emily Celeski

Emily Celeski

Financial Advisor

(269) 599-9198

Frank List

Frank List, ChFC, CLU

FINANCIAL PROFESSIONAL

(989) 797-3240

(989) 799-5548

Gehad Alawan

Gehad Alawan

FINANCIAL PROFESSIONAL

(313) 506-0456

(313) 914-7732

Grant Cobb

Grant Cobb

FINANCIAL ADVISOR

(248) 641-2645

Grant Osborne

Grant Osborne

FINANCIAL PROFESSIONAL

(248) 641-2637

Greg Spinazze

Greg Spinazze, CLU, ChFC

FINANCIAL PROFESSIONAL, CA Insurance License # 0D89669

(248) 855-0440

(248) 855-0408

Jack Millmier

Jack Millmier

Financial Advisor, CA Insurance License # 4506022

269-215-9155

Jack Chartier

Jack Chartier

Financial Consultant

248-641-2688

Jacob Bradsher

Jacob Bradsher

FINANCIAL PROFESSIONAL

(248) 641-3528

Jacob McGuckin

Jacob McGuckin

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 641-2889

Jacqueline Vermette

Jacqueline Vermette

FINANCIAL CONSULTANT

(734) 678-5586

James Bardash

James Bardash, JD

FINANCIAL PROFESSIONAL, CA Insurance License # 4046740

(614) 389-4777

(614) 389-4774

James Leventis

James Leventis, ChFC, CLU

FINANCIAL PROFESSIONAL

(734) 414-8500

(734) 468-0608

James Vanek

James Vanek

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 519-5533

Jason Ciaramitaro

Jason Ciaramitaro

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 641-2742

Jeff Spencer

Jeff Spencer

Financial Advisor

(231) 310-1029

Jeffrey Kerr

Jeffrey Kerr

FINANCIAL PROFESSIONAL

(616) 942-9775

Jeffrey West

Jeffrey West

FINANCIAL PROFESSIONAL RETIREMENT PLANNING SPECIALIST

(517) 347-4646

(517) 347-0769

Jerome Hartl

Jerome Hartl

Financial Advisor

(231) 310-2232

Jerry Ciaramitaro

Jerry Ciaramitaro, JD

FINANCIAL PROFESSIONAL

(248) 641-2742

(248) 641-2788

Jesse Blauw

Jesse Blauw

FINANCIAL PROFESSIONAL

(269) 352-0593

Jessica Ping

Jessica Ping

FINANCIAL ADVISOR, CA Insurance License # 0M39068

(734) 358-5757

Joel Mishler

Joel Mishler, JD

FINANCIAL PROFESSIONAL, CA Insurance License # 0H75579

(517) 347-4646

(517) 347-0769

John Becker

John Becker, CLU

FINANCIAL PROFESSIONAL

(616) 240-5870

John Daly

John Daly

Financial Advisor

734-775-7332

John (Jack) Sauber

John (Jack) Sauber

FINANCIAL PROFESSIONAL

(248) 641-2771

Jon Frank

Jon Frank

FINANCIAL PROFESSIONAL

(989) 284-9008

Jordan Ciaramitaro

Jordan Ciaramitaro

FINANCIAL ADVISOR, CA Insurance License # 0H53717

(248) 641-2742

Joseph Sarnecky

Joseph Sarnecky

SENIOR VICE PRESIDENT, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0H14908

(248) 641-2650

(248) 641-2788

Joseph Binder

Joseph Binder, CFP®

FINANCIAL PROFESSIONAL, CA Insurance License # 0G35008

(734) 416-4200

(734) 416-4201

Joseph Creal

Joseph Creal, ChFC, CLU

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 641-2727

(248) 641-2788

Joseph Girardin

Joseph Girardin

FINANCIAL CONSULTANT

(248) 641-2629

Joseph Serra

Joseph Serra

FINANCIAL PROFESSIONAL

(248) 641-2696

(248) 641-2788

Joseph Prechtel

Joseph Prechtel

Financial Advisor

248-641-2891

Kalin Emans

Kalin Emans

FINANCIAL PROFESSIONAL, CA Insurance License #4069604

(419) 531-2996

Karen Lawrence-Webster

Karen Lawrence-Webster, CPA

FINANCIAL PROFESSIONAL, CA Insurance License # 4206659

(989) 797-3281

Katlyn Taylor

Katlyn Taylor

Financial Advisor

248-641-2774

Keith Kaminski

Keith Kaminski

FINANCIAL PROFESSIONAL, CA Insurance License #4323629

(248) 227-6650

Kenneth Burns

Kenneth Burns, ChFC, CLU

FINANCIAL PROFESSIONAL

(248) 641-2642

(248) 641-2640

Lauren Doherty

Lauren Doherty

Financial Advisor

248-641-2781

Laurie Sall

Laurie Sall

FINANCIAL PROFESSIONAL, CA Insurance License # 0C82799

(248) 641-2655

Lawrence Brethauer

Lawrence Brethauer, CFP®

FINANCIAL PROFESSIONAL

(989) 781-5923

(989) 799-5548

Lawrence Stout

Lawrence Stout

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(248) 241-6067

Lester Houge

Lester Houge

FINANCIAL PROFESSIONAL, CA Insurance License # 4325437

(248) 641-3540

Logan Priebe

Logan Priebe

FINANCIAL PROFESSIONAL

(248) 641-2654

Luca Sbrocca

Luca Sbrocca, CRES

FINANCIAL PROFESSIONAL

(586) 876-3408

Luke Krupp

Luke Krupp

Financial Advisor

(248) 641-1709

Malcolm Tippins

Malcolm Tippins

Training Coordinator, CA Insurance License 4060416

(248) 641-2723

(248) 641-2788

Mark Hiegel

Mark Hiegel

COMPLEX VICE PRESIDENT

(269) 216-7320

Mark Spencer

Mark Spencer

Financial Advisor

2313102042

Martin Bokesch

Martin Bokesch

FINANCIAL PROFESSIONAL

(419) 531-7131

Matthew Domsic

Matthew Domsic

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0M05893

(248) 641-2897

Matthew Gregor

Matthew Gregor

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST

(810) 985-7370

Matthew Helms

Matthew Helms

FINANCIAL PROFESSIONAL, CA Insurance License # 1667689

(248) 641-2632

Matthew List

Matthew List

FINANCIAL PROFESSIONAL

(989) 798-0152

(989) 799-5548

Michael Jennings

Michael Jennings

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0G33025

(248) 641-2680

Michael Johnson

Michael Johnson, CFP®, CLU

FINANCIAL PROFESSIONAL, CA Insurance License # 0M01765

Michael Roberts

Michael Roberts

Financial Advisor

(734)-416-4200

Nathan Hall

Nathan Hall

FINANCIAL PROFESSIONAL

(810) 985-7370

Nathan Skuratovich

Nathan Skuratovich

FINANCIAL PROFESSIONAL

(248) 641-3514

Nicholas Litton

Nicholas Litton, CFP®

AR Lic. 18706917

COMPLEX VICE PRESIDENT, AR Insurance License # 18706917

(248) 860-9673

Nicholas Oliver-Troxell

Nicholas Oliver-Troxell

FINANCIAL PROFESSIONAL

(248) 534-2991

Noah Roberts

Noah Roberts

Financial Professional

248-641-2768

Patrick Lane

Patrick Lane

FINANCIAL CONSULTANT

(313) 885-9000

Paul Glovick

Paul Glovick, ChFC

FINANCIAL PROFESSIONAL

(616) 575-3529

(616) 940-0786

Paul A. Snow

Paul A. Snow, ChFC

FINANCIAL PROFESSIONAL

(616) 942-9775

(616) 942-2346

Philip Glovick

Philip Glovick

FINANCIAL CONSULTANT

(616) 780-8031

R. Brian Stump

R. Brian Stump

FINANCIAL PROFESSIONAL, CA Insurance License # 0D22697

(614) 389-4777

Reagan Paulina Paulina

Reagan Paulina Paulina

Financial Advisor

248-641-3515

Richard Gilbertson Sr.

Richard Gilbertson Sr., CFP®, ChFC, CLU

FINANCIAL PROFESSIONAL

(734) 459-4304

Richard Gregor

Richard Gregor, CPA

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0I96109

(248) 641-3532

(248) 641-2888

Richard Jackson

Richard Jackson

FINANCIAL PROFESSIONAL, RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0K06181

(248) 641-3511

(248) 641-2888

Riley Stesiak

Riley Stesiak

Financial Advisor

(248) 641-2605

Robert Ketola, Sr.

Robert Ketola, Sr., ChFC, CLU

FINANCIAL PROFESSIONAL

(810) 225-7461

Robert Rowling

Robert Rowling

FINANCIAL PROFESSIONAL

(810) 300-2557

Robert Farrell

Robert Farrell

Financial Advisor

(248) 641-1000

Robt (Bo) Lineberger

Robt (Bo) Lineberger

FINANCIAL PROFESSIONAL, CA Insurance License # 4251924

(248) 641-2778

Ross Armstrong

Ross Armstrong

Financial Advisor

248-641-2890

Salvatore Serra

Salvatore Serra

FINANCIAL PROFESSIONAL

(248) 641-2773

(248) 641-2788

Samuel Millmier

Samuel Millmier

Financial Professional, CA Insurance License #4506021

(269) 256-4347

Sara Kellenberger

Sara Kellenberger

Financial Advisor

248-641-2747

Schalk Van Niekerk

Schalk Van Niekerk

FINANCIAL PROFESSIONAL

(616) 566-2390

Scott Prechtel

Scott Prechtel, ChFC, CLU, RICP

FINANCIAL PROFESSIONAL, CA Insurance License 0C57666

(248) 641-2877

(248) 641-2788

Scott Stasik

Scott Stasik, CFP®, ChFC, RICP

FINANCIAL PROFESSIONAL

(989) 797-3249

Sedric Audas II

Sedric Audas II

FINANCIAL PROFESSIONAL, CA Insurance License # 0G62525

(517) 347-4646

(517) 347-0769

Stephen Gorski

Stephen Gorski, CLU

AR Lic. #991819

FINANCIAL PROFESSIONAL, AR Insurance License # 991819

(248) 641-3542

(248) 641-2640

Stephen List

Stephen List

REGISTERED REPRESENTATIVE

(989) 284-4674

Thomas Allam

Thomas Allam

FINANCIAL PROFESSIONAL

(586) 884-6068

(586) 884-6452

Thomas Carey

Thomas Carey, ChFC, CLU

FINANCIAL PROFESSIONAL, CA Insurance License #0B55329

(248) 519-5531

(248) 641-2788

Thomas Garceau

Thomas Garceau

FINANCIAL PROFESSIONAL

(269) 657-3322

Thomas Rudert

Thomas Rudert, ChFC, CLU

FINANCIAL PROFESSIONAL

(989) 773-6227

(989) 775-5041

Thomas Tafelski

Thomas Tafelski

FINANCIAL PROFESSIONAL

(313) 718-1066

(313) 914-7732

Tim Flint

Tim Flint

FINANCIAL PROFESSIONAL

(810) 610-1622

(248) 641-2788

Todd Loughin

Todd Loughin

Financial Professional

616-304-5485

William Degnan

William Degnan

SENIOR EXECUTIVE VICE PRESIDENT RETIREMENT PLANNING SPECIALIST, CA Insurance License # 0B79745

(248) 641-2624

(248) 641-2788

William Roberts

William Roberts, CFP®, ChFC

FINANCIAL PROFESSIONAL, CA Insurance License # 4172110

(248) 641-2653

(248) 641-2888

Zachary Rose

Zachary Rose

Financial Advisor

(248) 519-2957

Zachary Conforti

Zachary Conforti

Financial Advisor

248-641-2759