David Jozefiak is a financial advisor with OSAIC in Sterling Heights, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he serves on the Board of Directors for the Financial and Estate Planning Council of Metro Detroit and has experience as a movie extra and commercial actor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies through an extensive multi-advisor platform.

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.

Sean Clancy is a CFP® professional with seven years of industry experience, currently serving at Cambridge Investment Research Advisors. He previously worked at LPL Financial and Amrock, and he is also involved with Provision Financial. Outside of his advisory work, Sean coaches youth basketball. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals across multiple platforms and custodians.

Christine Bombard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and is also involved in tax preparation and accounting services through Bultynck & Co., PLLC, a CPA firm she has been associated with since 1990. Additionally, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform that supports customized investment solutions across various program structures and custodial relationships.

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.

Jacob Bultynck is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Advisors, Cetera ADVISORS LLC, and his own firm, Bultynck & Co., P.L.L.C. Outside of financial advising, he has been involved with entrepreneurial ventures such as TwentyMilligrams LLC and previously with Pure Roots and Icon Valet. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Sarah Mulrenin is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has prior experience at Merrill and Victory Home Loans. In addition to her advisory role, she supports Shane Brown as an associate at S.R. Brown LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique capabilities in municipal and public finance advisory services.

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.

Salvatore Finazzo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities and related entities since 2015. Outside of his advisory role, he is a partial owner of an investment property business, Matanaka LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and includes broader derivatives and commodities capabilities.

Ryan Mackinder is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2015, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved with Capstone Tax Services, LLC, providing tax preparation and related services as an enrolled agent and tax preparer. 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 supported by model portfolios, third-party subadvisors, and customized strategies, with a broad platform that includes financial planning, retirement advice, and institutional programs.

Gregory Hoenle is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has previously worked at Woodbury Financial Services Inc and Sii Investments. Hoenle is also Vice President and Co-Owner of Platinum Wealth Management Group, where he provides insurance and fixed annuity solutions, and serves as Vice President of Membership Services for the Advanced Planning Education Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, providing discretionary and advisor-managed strategies alongside third-party manager options.

William Hawkins is a financial advisor at J.P. Morgan Securities in Utica, Michigan, holding a Series 66 designation with one year of industry experience. His prior roles include positions at New Possibilities Financial Group, William Hawkins (his own insurance agency), Next Door Lending, and Quicken Loans/Rocket Pro TPO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria where applicable.

Ryan Lewandowski is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include working at Michigan Schools & Government Credit Union and managing his own business, Residential Revival LLC, for five years. Outside of his advisory work, he is involved with an LLC called Catching Fall, which focuses on book and game projects. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad suite of financial products.

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.

Samieh Emiah is a financial advisor with Edward Jones in Sterling Heights, MI, holding Series 63 and Series 66 designations and 27 years of industry experience. Emiah has been with Edward Jones since 2010. 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, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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.

Corey Suchocki is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including 17 years at Putnam Investments before joining LPL Financial in 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, third-party asset management access, and institutional platforms.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Erin Gunnell is a CFP®-designated financial advisor at OSAIC with 22 years of industry experience. She has worked at OSAIC since 2024 and previously spent seven years at Woodbury Financial Services INC and five years at SII Investments Inc. Gunnell is also a producer at Platinum Wealth Management Group, where she has been involved in offering fixed insurance products since 2011. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment strategies and third-party manager programs.