Allan Brunmeier is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is president of The Advisor's Resource Group, Inc., where he acts as an insurance agent and assists clients with estate planning and related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its large scale, complex affiliate network, and recent consolidation activity.

Thomas Forberg is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He is based in Rochester, MI, and has been in the industry since 2025. Outside of finance, he has worked in various roles including positions in hospitality and education. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a variety of account platforms and proprietary model strategies.

Scott Sumner is a financial advisor with LPL Financial, holding a Series 63 designation and over 19 years of industry experience. He previously worked at Sigma Planning Corporation for 16 years and has operated Sumner & Associates since 1991. Outside of advising, he is involved in legal services through Sumner & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Craig Balter is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Rochester, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Thomas Mahfet is a financial advisor with LPL Financial in Auburn Hills, MI, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Zhang Financial, Plante Moran, Herbert Financial Group, and Ascent Aerospace. He has also worked at Western Michigan University and Emagine Entertainment outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and operational tools.

Michael Widmaier is a financial advisor with J.P. Morgan Securities in Clarkston, MI, holding a Series 66 license and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he also provides product information at archery dealer events through Steve Kaufman & Associates. J.P. Morgan Securities offers 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 combines quantitative and qualitative research in its advisory process and incorporates ESG criteria within its recommendations.

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. He has previously worked at Ohio National Financial Services and American United Life. Thierry is also involved with CORE Financial Group LLC, where he has ownership and agent roles related to fixed insurance. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple management platforms, access to third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary portfolio management.

David Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently with Stifel since 2010. He holds Series 63 and 65 licenses and is based in Rochester, Michigan. Outside of his advisory role, he serves on the Elder Board at Rockpointe Community Church, providing spiritual direction and strategic guidance. Stifel serves a broad range of individual and institutional clients, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. 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 and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Robert Moore is a financial advisor with LPL Financial in Auburn Hills, MI, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Center For Wealth Management, Mass Mutual, and Metlife Securities. He is involved in tax preparation and accounting services through Center for Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Michael Genna is a CFA® charterholder based in Auburn Hills, MI, with one year of industry experience. He currently works at LPL Financial and previously held positions at Huntington National Bank and various companies in the hospitality and entertainment sectors. 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 financial planning and investment management services supported by proprietary research and advisor tools.

Mohanad Aabed is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various positions including roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is involved in e-commerce through an online retail business operating on Amazon and Etsy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Steven Bolek is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he is the owner of Detroit Sports Download LLC, a company focused on creating video content related to Detroit sports teams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jason Mlynarek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at CUSO Financial Services and Citizens Securities, Inc. He is also an agent with a property and casualty insurance agency affiliated with his practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive operational and research tools.

Lawrence Stout is a financial advisor with Equitable Advisors in Clarkston, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Kristina Abro is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2012, following her graduation from Central Michigan University. In her role, Kristina employs a comprehensive approach to asset and liability management, focusing on creating personalized wealth management strategies tailored to each client's unique financial picture and goals. Her expertise covers a range of client focus areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Kristina holds the designation of Personal Investment Advisor (PIA), reflecting her professional qualifications in the financial sector. Kristina is also engaged in community involvement, following Merrill's tradition of service by volunteering with local organizations. Outside of her professional work, her personal interests include cooking, reading, skiing, watching movies, and practicing yoga.

Chad Rinke is a financial advisor with Edward Jones in Rochester, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee and finance committee member for the Community Foundation of Greater Rochester. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering both discretionary and non-discretionary advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and offices.

Andrew Morris is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Fairway Investment Group, MEA Financial Services, and Paradigm Equities. He also has ongoing employment with Corewell Health (formerly Beaumont Health) since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

John Mulka is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley, Northwestern Mutual, and VIMA, LLC. Mulka is based in Auburn Hills, MI. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Drew Carpenter is a financial advisor with LPL Financial holding the Series 66 designation. He has been in the industry since 2024, with prior experience that includes roles at Tarr Financial, Allegis Global Solutions, and Michigan Tech University. 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, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.