Peter Singler Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services and Questar Asset Management, and he has maintained a tax preparation and accounting business since 1984. He provides tax and accounting services through his involvement with Altman & Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program options.

Robert Stockoski is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial, where he has worked since 2018. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He also holds a notary public designation as a minor outside activity. 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 programs, utilizing model portfolios, third-party subadvisors, and various advisory strategies.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jeremy Coppola is a CFP® with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Woodbury Financial Services, and Equitable Advisors. Outside of his advisory work, he has been involved with an LLC performing general office and assembly tasks. 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 portfolios, third-party asset management, and institutional platforms.

Robert Abraham is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 credential. His prior roles include positions at Sigma Financial Corporation, Spectrum Financial Resources, United Planners' Financial Services, and Ameriprise. He is also involved in an independent insurance business he operates under his own name. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stephen Niezgoda is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and Morgan Stanley Dw Inc. He also serves as an independent insurance agent and is president of Summit Wealth Management Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

David Bond is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he is vice president of Wiklund & Bond Financial Services, an S-Corp specializing in group benefits such as health insurance, dental, group life, and disability. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-driven investment process with portfolio optimization and multiple management strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Steven Mc Grath is a financial advisor with Edward Jones in Rochester, MI, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Edward Jones and Woodland Direct Inc. He serves as Secretary and Board Member for the Great Pines Estates Association in Oxford, MI, where he records meeting minutes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Powers is a financial advisor with Raymond James Financial in Oxford, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1997 and has been involved in real estate since 2011. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to model potential outcomes and supports municipal and public-finance work through its affiliation with a municipal advisor.

Valentine Koch is a CFP® professional with six years of industry experience, currently affiliated with Morgan Stanley in Rochester, MI. His prior experience includes roles at Raymond James & Associates Inc. and the University of Michigan Ross School of Business. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and integrates broad investment offerings through its Financial Advisors and Estate Planning Strategies Group.

James Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Cetera Advisors LLC from 2014 to 2020. He is also president of Silverbell Group, a financial services business through which he manages business expenses and staff. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered in collaboration with advisors like Mclellan.

Andrew Goodrich is a financial advisor with LPL Financial based in Rochester, MI. He holds a Series 66 designation and has recently begun his advisory career. Prior to this, he played football at the University of Michigan. 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 through a large network of investment adviser representatives.

Timothy Curry is a financial advisor with Merrill, holding a Series 66 license and seven years of industry experience. He has been with both Merrill and Bank of America since 2010. Outside of his advisory role, he works as an independent delivery driver for Shipt, Inc. and DoorDash Inc. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Daniel Murfey is a financial advisor at Edward Jones in Rochester, MI, with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Abro is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and also operates the Joe Abro Law Group. Outside of his advisory role, Abro works as an independent contractor for athletic organizations including the Great Lakes Intercollegiate Athletic Conference and the Michigan High School Athletic Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Eric Frantz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include long tenures at Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diversified investment strategies through its extensive network of investment adviser representatives.

Logan Davies is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage and JM Outreach Solutions. 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 institutional investors.

Faith Marzolf is a financial advisor with Stifel, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill Lynch Wealth Management and ITW Global Automotive. Marzolf also serves as a notary in Rochester, Michigan. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Ryan Hansinger is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Equitable Advisors since 2021 and serves as Director of Operations at AT Aspen LLC. Hansinger is also a networking member of the Rochester Regional Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering diversified investment solutions and ERISA fiduciary services through its network of Investment Adviser Representatives.