ADVISOR BIO

Robert Allan Hoger is a financial advisor with over 25 years of experience in the financial services industry. Robert currently works at SPC, where he provides financial advisory services to individuals, businesses, and charitable organizations. Robert also holds multiple licenses, including Series 6, Series 63, and Series 65. Robert specializes in providing financial planning, retirement planning, and college savings planning. He is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Bovitz is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial industry since June 20, 2006. He is registered with the state of Michigan and holds the Series 63, Series 7 and SIE licenses. Robert's previous experience includes working for NATIONAL PLANNING CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Ryan Gliwa is a financial advisor with Ameriprise Financial Services, LLC. Ryan has been in the financial industry since 2019 and is registered to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Michigan, New York, North Carolina, Ohio, South Carolina, Texas, and Washington. Ryan has a Series 66, Series 7TO, and SIE license. Ryan specializes in providing financial planning, asset allocation, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Ryan Winkler is a financial advisor who has been in the industry since September 2011. Ryan is currently registered with Raymond James & Associates, Inc. and has been working there since September 2019. Before that, Ryan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from September 2011 until September 2019. Ryan is licensed to offer financial advice in multiple states. Ryan's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Steven Nelson is a financial advisor with J.P. Morgan Securities LLC. Steven has been in the financial industry since 2002 and holds a Series 6, Series 7, Series 63 and Series 65 license. Steven is registered to offer investment advice in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia. Steven also has prior experience with CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION and OLDE DISCOUNT CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Steven James Christensen is an Investment Advisor Representative with Mariner Wealth, a firm with offices in Novi, MI and Overland Park, KS. Steven has been in the financial services industry for over two decades. His career has taken him to several other firms, including J.P. Morgan Securities, BANC ONE Securities, Paine Webber Incorporated, and Dean Witter Reynolds. Steven is a Certified Financial Planner and holds the Series 7, Series 31, and Series 65 licenses. Steven's experience and expertise allow him to provide a comprehensive range of services to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Teresa Gerhardt is a financial advisor who provides a variety of financial planning and wealth management services. Teresa has been in the financial services industry since 2014 and is a Certified Financial Planner. Teresa is registered with Mariner Wealth and currently serves clients in the Novi, MI area. Mariner Wealth is a financial advisory firm with offices across the country.

SPECIALIZATIONS

ADVISOR BIO

Thomas Edward Smith is a financial advisor at Ameriprise Financial Services, LLC, located in Novi, MI. Thomas has been in the industry since November 19, 1990 and holds several licenses and certifications. Thomas is a Registered Representative and Investment Advisor Representative. Thomas has been registered with Ameriprise Financial Services, LLC since March 2020. Previously, Thomas was registered with Ameriprise Financial Services, Inc. from March 2014 to March 2020 and with Kalos Capital, Inc. from June 2013 to March 2014.

SPECIALIZATIONS

ADVISOR BIO

Timothy Robertson is a licensed investment advisor representative in Michigan and Texas with a focus on financial planning, pension consulting, and educational seminars. Timothy has been working in the financial industry since 2019. Timothy is currently registered with The Financial Center, LLC and Cambridge Investment Research Advisors, Inc. In addition to serving as an advisor, Timothy is also involved in the community and volunteers for various organizations.

SPECIALIZATIONS

ADVISOR BIO

Tina Troup is a financial advisor with Cambridge Investment Research Advisors, Inc. in Novi, MI. Tina has been working in the financial industry for several years. Tina is registered as a Registered Representative and an Investment Advisor Representative in Michigan. Tina has passed the Series 66, Series 7 and SIE exams. Tina has experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS