Zachary Lucas

William Siegert is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Siegert operates a DBA, America Group Retirement Strategy Centers, reflecting additional business activity outside his primary advisory role. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that designs diversified and alternative investment strategies.

Scott Long is a financial advisor at Ameriprise with 24 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he owns and manages a tax preparation firm, a travel agency, and is involved in commercial office rental ventures. He also serves on the Board of Directors for the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.