Madison Scarpelli is a Series 66-licensed financial advisor at LPL Financial with six years of industry experience. Prior to joining LPL in 2024, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Her background also includes positions at BlackRock and 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 institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using diverse strategies and operational tools.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Alan Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Cetera Advisors. He serves on the Board of Directors for the Rochester Rotary as Assistant Treasurer and is Vice President of the Irish Network Detroit. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized recommendation reports, leveraging proprietary research and third-party data.

Paul Okeefe is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience in investment management and has been with Merrill since 1991. Paul holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Michigan State University prior to beginning his career at Merrill. Paul's expertise includes retirement planning for individuals and small businesses, wealth management, education planning, family wealth strategies, non-profit services, investment consulting for defined contribution plans, tax minimization, socially responsible investing, and small business strategies. His approach involves developing personalized financial strategies designed collaboratively with clients to help them pursue their life and financial goals. Outside of his professional role, Paul is involved in community organizations such as the American Red Cross and the American Cancer Society. He volunteers with groups including the Ovarian Cancer Research Alliance and the Red Cross. His personal interests include boating, fishing, football, gardening, ice hockey, music, reading, spending time with his family, table tennis, and traveling.

Joshua Grow is a financial advisor with LPL Financial, holding a Series 66 designation and based in Rochester, Michigan. He has been with LPL Financial since 2022 and previously worked at Topgolf from 2019 to 2022. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Wendling is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He previously worked for Commonwealth Financial Network for 25 years before joining LPL Financial in 2026. Wendling is also involved in fixed insurance sales as an agent. 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, supporting more than 22,900 advisors and overseeing over $819 billion in discretionary assets.

Mitchell Schafer is a Series 66 registered advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Sigma Financial Corporation for five years before joining LPL Financial in 2023. In addition to his advisory role, Schafer is employed as an administrative assistant at Strategic Financial Pathways. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. spanning from 2010 to the present. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

William Ashwell is a CFP® and ChFC® with 38 years of industry experience. He has been with LPL Financial since 2005, following a prior role at CUNA Brokerage Services. He is also registered for the sale of fixed insurance products, including life and annuity insurance. 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.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Jennifer Terrano is a financial advisor at Ameriprise in Macomb, MI, with four years of industry experience and a Series 66 designation. She has been with Ameriprise for ten years. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Morgan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Warner held positions at CWM Private Wealth, Commonwealth Financial Network, Center for Wealth Management, Raymond James & Associates Inc., Plante Moran, and other firms. Outside of finance, Warner has experience with Eastside Tennis and Fitness. 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, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works as part of a team of financial advisors, aiming to help clients pursue their financial goals through personalized wealth management strategies tailored to their unique circumstances. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Rhylie holds a Bachelor's degree from Michigan State University and holds the professional designations Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of her professional work, Rhylie participates in community volunteering, including involvement with Big Brothers Big Sisters. In her personal time, she enjoys cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Kara Case is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Centaurus Financial Inc. and JPMorgan Chase Bank NA. 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, including access to third-party asset managers and institutional platforms.

Craig Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including prior service at Axa Advisors, LLC. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and is involved in property management and real estate through roles at Lok Properties LLC and AT Aspen LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advice process involves assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing various third-party advisory programs and services.

Robert Phillips is a financial advisor with J.P. Morgan Securities based in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2007. Phillips also has experience with Lifelong Advocacy Inc., where he worked from 2012 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.