Matthew Hasse is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process involves a combination of quantitative screening and qualitative research to create model asset allocations, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Matthew Alati is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. He previously worked at Plante Moran for five years and has experience in both financial services and institutional environments. 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 broad array of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cynthia Rogers is a financial advisor with LPL Financial in Rochester, MI, holding Series 65 and Series 63 licenses and 15 years of industry experience. Her prior work includes roles at Flagstar Bank, Infinex Investments, Inc., The Huntington Investment Company, and Huntington National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Jeffrey Lovett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. His previous roles include positions at Nationwide Securities, Inc. and cfd Investments, Inc. He is connected with multiple business entities used for tax or investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, model portfolio programs, and institutional platforms.

Mark Jankauskas is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of his advisory role, he serves on the Board of Directors for the Pinewood Estates Home Owners Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Matt Rizor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial in 2024, he worked for General Motors from 1999 to 2023. 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 a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Kimberley Greenwald is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, Kimberley worked at Pacific Life Insurance Co. and Jackson National Life Distributors LLC. She also works as an online nutrition coach through Heritage Church's HDC Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Spencer Wood is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services Inc. He is also involved with Wood & Associates Tax and Wealth Management LLC, where he serves as a financial assistant. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

Marlene Kaltz is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Sagepoint Financial Inc. and Financial Resources Tax & Financial Consulting Services, Inc. since 2010. Kaltz also operates a fixed insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and the use of third-party and proprietary strategies.

Steven Reauso is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at The Huntington Investment Company, Citizens Securities, Oppenheimer, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

James Winiarski is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2012 before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Daniel Howard is a financial advisor at Edward Jones in Shelby Township, MI, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Michael Muchortow is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Muchortow owns Muchortow & Associates LLC, where he prepares tax returns and provides accounting consultation for individuals and small business owners. He also serves as an elder on the board of Hope Community Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.

Bruce French Jr. is a financial advisor with Morgan Stanley in Rochester, Michigan, holding Series 63 and Series 65 registrations and possessing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He also serves as a trustee or co-trustee for a trust in Oxford, Michigan, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Christopher Demetral is a financial advisor with Raymond James Financial in Rochester, MI, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has been with Raymond James since 2008 and operates his practice through Christopher Patrick & Associates, LLC. Outside of advising, he owns and manages real estate through Christopher James Holding Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and corporations. The firm employs tailored, non-discretionary planning and uses a range of analytical tools to support client goals, with notable offerings in municipal advisory services and employer-focused SIMPLE IRA consulting.

Joshua Wade is a financial advisor at Edward Jones in Rochester, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served with the Bruce Township Fire Department from 2009 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Roman Wasylyn is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He also serves as Vice President of Tax at The Cheesecake Factory, Inc., where he has worked since 2008, and is a board member of the Tax Executives Institute, advising on chapter activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures.

Scott Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 license and has worked at firms including J.P. Morgan Securities LLC, Bank of America, Merrill, and Flagstar Bank. Smith is based in Rochester, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of services including financial planning, wrap and model portfolio programs, and institutional platforms.

William Mawyer is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Morgan Stanley, Bank of America, and Charles Schwab. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.

David Rubenstein is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Wells Fargo Clearing, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.