ADVISOR BIO

Richard Rex Liess is a financial advisor who has been in the industry since June 23, 2008. Richard is currently registered with SPC. Richard's professional experience includes previous roles at FAS CORP. and SIGMA FINANCIAL CORPORATION. Richard has earned the Series 6, 7, 63 and 65 licenses and the SIE exam. Richard offers a variety of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, and consultation services. Richard provides advisory services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Richard Albert Poveromo is a financial advisor with SPC. Richard has been in the financial services industry since September 20, 1990. Richard is registered with FINRA and the state of New Jersey. Richard's experience includes working with WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, QUICK & REILLY, INC., SUMMIT FINANCIAL SERVICES GROUP, INC., FISERV INVESTOR SERVICES, INC., MDS SECURITIES INCORPORATED and LUTHERAN BROTHERHOOD SECURITIES CORP.

SPECIALIZATIONS

ADVISOR BIO

Richard Cornelius Lynch is a financial advisor with over 20 years of experience in the industry. Richard is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since 2011. Prior to that, Richard worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc., and was also registered with One Orchard Equities, Inc. Richard holds licenses to provide investment advice in the United States. He is also registered with FINRA and has passed several exams including the Series 63, Series 7, Series 6, and SIE. Richard specializes in financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Richard Douglas Gann is an investment advisor representative at Concorde Asset Management, LLC. Richard has been in the securities industry for over 18 years, and holds both Series 6 and Series 7 licenses, along with Series 24, Series 63, and Series 65. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor representative with the Securities and Exchange Commission (SEC). Richard's previous employment experience includes roles at DFPG Investments, LLC, Stira Capital Markets Group, LLC, Stonnington Group, LLC, Steadfast Capital Markets Group, LLC, KBS Capital Markets Group LLC, Grubb & Ellis Securities, Inc., Linsco/Private Ledger Corp., Tower Square Securities, Inc., and CitiCorp Investment Services. Richard has a diverse background in the financial services industry, with experience in investment sales, advisory services, and portfolio management. Richard specializes in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Richard is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Richard Stites is a financial advisor registered with LPL Financial LLC and holds the Series 6, 7, 63 and 65 licenses. Richard Stites has over 30 years of experience in the financial services industry and specializes in working with individuals, corporations, trusts and retirement plans. Richard Stites has worked for several other firms during his career including INVEST FINANCIAL CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC. and MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Richard Stites is currently registered with LPL Financial LLC in Florida, Illinois, Indiana, Kentucky, Michigan, New York, Ohio, Oklahoma and Virginia.

SPECIALIZATIONS

ADVISOR BIO

Richard Marion is a financial professional with over 10 years of experience in the financial services industry. Richard is currently registered with SPC and holds Series 7, Series 24, and Series 66 licenses. Richard has a strong background in financial planning, portfolio management, and pension consulting. Richard has experience working with individuals, families, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Riley Derwich is an investment advisor representative for CG Advisory Services. Riley holds the Series 65 and SIE licenses. Riley has been in the industry since May 2021. Riley previously worked for Advanced Wealth Strategies. CG Advisory Services is headquartered in WILLIAMSTON, MI and manages over $3 billion in assets. The firm specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. They are registered with the state of Michigan.

SPECIALIZATIONS

ADVISOR BIO

Robbie Donnelly is a registered investment advisor representative with SPC in Ann Arbor, MI. Robbie has been in the industry since 2019. Robbie is registered with the state of Michigan and holds Series 7TO, SIE, and Series 66 licenses. Robbie also offers insurance sales for Medicare. Robbie has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Robbie provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Robert Wayne Stites is an investment advisor representative for LPL Financial LLC. Robert has been in the financial industry for over 30 years and has experience working with a variety of clients, including individuals, families, and small businesses. Robert is registered with the state of Michigan and Florida and holds Series 6, 7, 63, and 65 licenses. Robert is dedicated to providing personalized financial advice and helping clients reach their financial goals. He is committed to building long-term relationships with his clients and providing them with the guidance they need to make informed financial decisions.

SPECIALIZATIONS

ADVISOR BIO

Robert Genereaux is a financial advisor with Retirement Income Solutions, Inc. located in Ann Arbor, Michigan. Robert Genereaux has been in the financial services industry since 2013. Robert Genereaux is a Certified Financial Planner. The firm focuses on financial planning, pension consulting, and portfolio management. Robert Genereaux provides financial advice to a wide range of clients, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS