Ronald Iacobelli is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spc and Sigma Financial Corporation. His current practice is based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Oliver is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2009 and previously spent over two decades at Olde Discount Corporation. Outside of his advisory role, he manages a rental property business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers personalized reports through a centralized consulting team.

Matthew Hasse is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, with additional experience at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Krochalk is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2025 and previously spent nine years at TIAA-CREF. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nikola Savich is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, businesses, and private estates to provide guidance on investment decisions and financial planning to support clients' cash needs, lending solutions, investments, and retirement stability. His areas of expertise include college education planning, divorce transition planning, services for defined benefit plans, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Nikola Savich earned both his Bachelor's Degree and Master of Business Administration (MBA) from Northwood University. He applies a personalized planning approach, working collaboratively with clients to create financial strategies tailored to their goals. His lending services are provided through Bank of America, N.A. Outside of his professional work, his interests include basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

Jason Graves is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner in the Crown Club Golf Society, where he helps organize and run golf events. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and strategies.

Scott Strickland is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the finance committee of the Cranbrook Educational Community and is a board member of Resort Pike, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

George Fisk is a financial advisor with LPL Enterprise in Troy, Michigan. He holds a Series 66 designation and has been with LPL Enterprise since 2026. Prior to this, he worked at Uber and has experience in various other roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products.

Natalie Pratt is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with clients to develop financial plans tailored to their goals, risk tolerance, time horizon, and definitions of financial success, aiming to provide them with peace of mind. Natalie has been with Fidelity Investments since 2014, serving in various capacities including Planning Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Private Client Investment Associate at JP Morgan Securities from 2013 to 2014.

John Duncan is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has spent over 30 years in the financial services industry, focusing on addressing the unique financial needs of clients and their families. John specializes in portfolio management, retirement plan services, and wealth management strategies, including asset allocation, tax minimization, and succession planning. As a Portfolio Manager, he manages discretionary tactical growth portfolios guided by an earnings momentum discipline. John's team, Duncan & Associates, concentrates on retirement plan services, particularly 401(k) plans, emphasizing process automation, plan simplicity, sophisticated options for select employees, and customized ongoing communication. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned a BA degree in Finance from Michigan State University. Outside of work, John and his wife, Karen, have three sons and contribute their time to local school, youth, and charitable organizations. He believes in working closely with clients to develop personalized financial strategies to assist them in pursuing their long-term goals.

Michael Barber is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years with UBS Financial Services. He is based in Farmington Hills, MI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and utilizes structured discovery processes and firm-approved tools as part of its planning approach.

Charles Wagner is a financial advisor at Charles Schwab with one year of industry experience. He previously worked at Rocket Mortgage and Referral Partners International. Wagner holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

James Creamer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual. In addition to his advisory work, he is involved in eldercare insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Kevin Pierce is a CFP® professional affiliated with LPL Financial in Auburn Hills, MI, with 12 years of experience in the financial services industry. His career includes roles at Centaurus Financial, Parkland Securities, SPC, and Sigma Financial Corporation prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caden Pok is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Jpmorgan Chase Bank, N.A., Bank of America, and Calder Capital. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Alati is a financial advisor with LPL Financial in Washington Township, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining LPL Financial, he worked at Plante Moran for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cynthia Rogers is a financial advisor with LPL Financial in Rochester, MI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Flagstar Bank, Infinex Investments, Inc., and The Huntington Investment Company. She is also involved with Flagstar Wealth Services, a business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Lovett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Nationwide Securities, Inc. and Nationwide Insurance Company, where he worked for two decades, as well as six years at cfd Investments, Inc. He is also involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management backed by in-house and third-party research.

Andrew Covic is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and Equitable Advisors. Covic is also involved with Christian Financial Credit Union in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

Mark Ivezaj is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding a Series 66 credential and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he serves on nonprofit boards, including the Collaborative Practice Institute of Michigan and Care House, and acts as an expert witness in divorce cases. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.