ADVISOR BIO

Barbara Jeanne Marzolf is a financial advisor with LPL Financial LLC in Washington Twp, MI. She has been in the industry since 2016. Barbara is registered with the state of Michigan and holds the Series 6, Series 63, and SIE licenses. She is qualified to provide financial planning, portfolio management for businesses and individuals, and investment advice.

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ADVISOR BIO

Conor Walters is a financial advisor currently registered with LPL Financial LLC. Conor has been in the financial services industry since November 30, 2020. Conor has Series 7TO, SIE, and Series 66 licenses. Conor is registered in Arizona, Florida, Illinois, Michigan, North Carolina, Ohio, Tennessee, and Texas. Prior to joining LPL Financial LLC, Conor worked at Hantz Financial Services, Inc..

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ADVISOR BIO

Joel August Nett is a registered representative with PFS Investments Inc. Joel has been in the industry since April 22, 2007. Joel's primary office is located in Washington Twp, MI. Joel is licensed in Florida and Michigan.

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ADVISOR BIO

Kristie Szejbach is a registered investment advisor representative, with over 20 years of experience in the financial industry. Kristie is currently affiliated with PFS Investments Inc. and has offices in Washington Twp, MI. Kristie specializes in providing investment advice to individuals.

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ADVISOR BIO

Lisa McGrath is a registered investment advisor with LPL Financial LLC in Washington Twp, MI. Lisa has over 20 years of experience in the financial services industry and has held licenses with several firms, including Mutual Service Corporation and Hantz Financial Services, Inc. Lisa has a broad range of knowledge in the financial services sector. Lisa holds Series 6, Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination. Lisa and LPL Financial LLC are committed to providing clients with financial planning and investment advice.

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ADVISOR BIO

Maria Vitucci is a financial advisor with J.P. Morgan Securities LLC in Washington Twp, MI. Maria has been in the industry since March 16, 2023. Maria is a registered representative and holds the Series 63, Series 6TO, and SIE licenses. Maria specializes in providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Maria Ulaj is a registered representative with J.P. Morgan Securities LLC. Maria has been in the securities industry since May 2012. Maria holds the Series 6, Series 63 and SIE licenses. Maria has a special focus on investments for individuals, businesses, corporations, high net worth individuals, insurance companies, and pension and profit sharing plans. The firm has been in operation since 1996. J.P. Morgan Securities LLC is a registered broker-dealer and investment advisor that provides financial planning, investment management, and other investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Matthew Charles Hasse is a registered investment advisor representative with J.P. Morgan Securities LLC. Matthew has been in the financial industry since 2011 and has earned a Series 7TO, Series 6, Series 63, and Series 66 license. Matthew is registered in 12 states. The firm, J.P. Morgan Securities LLC, offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Michael Steven Szejbach is a registered representative with PFS Investments Inc. Michael has been in the financial services industry since December 2003 and has Series 6, Series 63, and SIE licenses. Michael is registered in Michigan.

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ADVISOR BIO

Patrick McGrath is a financial advisor registered with LPL Financial LLC. Patrick has over 25 years of experience in the financial industry and is also registered with the state of Michigan. Patrick specializes in various financial products and services for individuals, corporations, and institutions. Patrick is a Certified Financial Planner and has a track record of helping clients achieve their financial goals.

SPECIALIZATIONS