Chase Clark is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, BRSi Retirement Solutions, and Bank of America. His background also includes roles in education at Northwood University and Grand Blanc High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Brynne Banks is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Michael Dempsey is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2024. Prior to joining Raymond James, he worked for eight years at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Renee Roberts is a financial advisor at Ameriprise with 39 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1989. Outside of her advisory work, she owns a tax preparation business called The Tax Lady and serves on the board of directors for the Rotary Club of West Bloomfield. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal advice. The firm employs a collaborative, nondiscretionary approach and integrates proprietary research and third-party data in its planning.

Jennifer Coryell is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Aimee O'Donnell is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory work, she is a manager and member of 89 W. Madge LLC, involved in property management in Royal Oak, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations.

Steven Subelsky is a financial advisor with Cetera who holds the PFS™ designation and has 25 years of industry experience. He has worked at Cetera and affiliated entities since 2004 and is also a CPA with a tax and accounting practice at Frank, Hirsch, Subelsky & Freedman, P.C. since 2024. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party strategies.

Joshua Mulder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Raymond James since 2016 and previously spent six years with Ameriprise. Mulder is associated with Mulder Financial Group, a partnership name used for business purposes, with all client activity conducted through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers a range of programs, including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

James Pittel Jr. is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Timothy Brice is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. He is based in Birmingham, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm’s financial planning utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jennifer Rohde is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in guiding individuals and families through various stages of their financial journey, including building foundational savings, preparing for retirement, and wealth preservation. Jennifer provides personalized financial planning that addresses market activity, macroeconomic factors, and investment solutions to help clients develop long-term strategies centered on their unique goals and values. She holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Western Michigan University. Jennifer emphasizes building strong, lasting client relationships through attentive listening and consistent communication, supporting clients throughout all phases of life. Outside of her professional role, Jennifer enjoys personal interests such as antiquing, boating, camping, gardening, horseback riding, interior decorating, painting, pottery, traveling, and spending time with her family. She is also involved in community organizations including Capuchin Soup Kitchen, Cub Scouts - Pack 481, and Susan G. Komen.

Mark Rowley is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Terence Reed is a CFP® professional affiliated with Cetera, bringing 45 years of industry experience. He has worked with multiple firms including Avantax and currently serves as a partner at Making Investing Personal, LLC and is involved with the Center for Tax Planning, coordinating tax services for clients. Reed also acts as co-trustee of a family trust, handling beneficiary fund requests and tax preparation matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with discretionary and non-discretionary programs, supporting access to affiliated and third-party investment managers.

Brad Peltier is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and J.P. Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lewis Walterhouse III is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Vector Marketing and Western Michigan University. 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 client base, including individuals, institutional plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Jaclyn Noble is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Private Client Services and Executive Wealth Management, LLC. Outside of her advisory work, she is a passive member of several family-owned commercial real estate LLCs. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Bresnahan is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years. Outside of her advisory role, she serves as a board member and secretary on the Parks and Recreation Board for the Village of Beverly Hills, Michigan. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with specialized investment activities.

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Dallo is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 license and bringing eight years of industry experience. In addition to his advisory role since 2018, he is an attorney providing estate planning services through his own firm, Dallo Estate Planning, PLLC, and works as a patent examiner with the United States Patent and Trademark Office. He also engages in legal advising and ghostwriting activities outside of his financial advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by advanced operational and research tools.