David Trimble is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, previously associated with Axa Advisors. Outside of his advisory work, he provides simple wills for friends and family on a volunteer basis as an attorney. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to suitable program models or discretionary managers, utilizing both proprietary and third-party solutions.

John Napolitano is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2025. He has one year of industry experience and previously held roles at Deloitte Tax LLP, Price Waterhouse Coopers LLP, and KPMG LLP. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Maeghan Holmes is a financial advisor at Morgan Stanley with 14 years of industry experience. She has held positions at Merrill, Bank of America, and CUSO Financial Services before joining Morgan Stanley in 2018. Outside of her advisory work, she operates an Etsy shop, HolmesMade by Maeghan, selling handmade and vintage items. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and employer-sponsored Corporate Financial Planning services.

Noah Robinson is a financial advisor with Wells Fargo Advisors in Grosse Pointe Farms, Michigan, holding Series 66 and Series 65 designations and bringing 21 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. He also has ownership interests in wealth management firms outside his primary role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Carmela Bowman is a financial advisor with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2026, Bowman spent 13 years with Commonwealth Financial Network. She serves as the treasurer for the American Association of University Women in St. Clair Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs and affiliated advisory firms.

Jeffrey Singer is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 65 credentials and over 45 years of industry experience. His career includes long-term tenures at Prudential Securities Incorporated and McDonald Investment Inc. alongside his current role at UBS. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.

Kasey Altenbernt is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Kasey worked at Prudential Insurance Company of America and Pruco Securities, LLC. Their other business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Eric Neubecker is a CFP® with over 32 years of experience in the financial services industry. He is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Ameriprise Financial Services. He also serves as a successor trustee for a family investment trust. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and leverages its Financial Advisors and Estate Planning Strategies Group to deliver customized financial solutions.

David Rossetter is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at Uber and Raymond James, as well as a tenure at Oakland University. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

Steven Dunmire is a Series 66 licensed advisor with J.P. Morgan Securities in Sterling Heights, MI, and has three years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through various registrations and affiliations.

John Lockwood is a financial advisor with J.P. Morgan Securities in Birmingham, MI. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Sg Capital Management, Merrill, Bank of America, Morgan Stanley, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

David Evola Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1999. Evola serves on the board of the Detroit Athletic Club Car Club and manages an office through his business, Evola Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Citrin is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, where he has worked since 2020, following prior roles at Ameriprise Financial Services, Inc. and Citringroup. Outside of his advisory work, Citrin is involved in writing and speaking on mindfulness, self-awareness, psychology, and philosophy through his business Citringroup Media and is the author of the book *The General Theory*. He also serves as an election inspector for the City of Birmingham, Michigan. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions using research-based investment approaches.

Frank Eirosius is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson, and Dawn Foods. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, third-party asset management access, and affiliated insurance and trust services.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. Her prior roles include tenures at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Ohio National Financial Services. Outside of advising, she is a business owner overseeing a dance studio in Buffalo, NY, and serves on nonprofit boards including The Baldwin Center and Oakland University School of Business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Olivia Bowden is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Before joining UBS, she worked in various roles at Club Pilates, Talkdesk, Starbucks, and has an academic background from The Pennsylvania State University and Cranbrook Kingswood Upper School. UBS Financial Services provides brokerage and advisory solutions to individual, corporate, and institutional clients, offering services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Adam Gaddy is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work experience at RSM US LLP and the Illinois Policy Institute. He also has a background that includes roles in higher education and non-profit organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.