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Ryan M
Series 66
Shelby Twp, MI
LPL Financial
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 H
Series 63, Series 65
Sterling Heights, MI
OSAIC
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 H
Series 66
Utica, MI
J.P. Morgan Securities
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 L
Series 66
Clinton Township, MI
LPL Financial
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 W
Series 66
Shelby Township, MI
Cetera
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 E
Series 63, Series 66
Sterling Heights, MI
Edward Jones
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 M
Series 66, Series 63
Washington, MI
Merrill
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 S
Series 63, Series 65
Harrison Township, MI
LPL Financial
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 S
Series 66
Chesterfield, MI
Edward Jones
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 G
CFP®, Series 63, Series 65
Sterling Heights, MI
OSAIC
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.
Jonathan M
Series 66
Sterling Heights, MI
Thrivent Investment Management
Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.
Jeffrey H
CFP®, Series 63, Series 65
Sterling Heights, MI
OSAIC
Jeffrey Hoenle is a CFP® professional with 18 years of experience in financial advising. He is currently with Osaic and has previously worked at Woodbury Financial Services Inc, Sii Investments, and Platinum Wealth Management Group. Hoenle serves as a director for a conservation nonprofit, teaches financial planning courses at Oakland University, and leads an educational organization focused on advanced planning. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad range of advisory and brokerage services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers.
Kyle V
Series 63, Series 65
Shelby Township, MI
J.P. Morgan Securities
Kyle Volker is a financial advisor with J.P. Morgan Securities in Shelby Township, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.
Charles A
Series 63, Series 66
Macomb, MI
J.P. Morgan Securities
Charles Adams is a financial advisor with J.P. Morgan Securities in Macomb, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. 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 and fund searches, and customized performance reporting within a non-discretionary framework. The firm combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.
Michael P
Series 66
Chesterfield, MI
Edward Jones
Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.
Steven D
Series 66
Sterling Heights, MI
J.P. Morgan Securities
Steven Dunmire is a Series 66 licensed advisor with J.P. Morgan Securities in Sterling Heights, MI, and has three years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through various registrations and affiliations.
David E
Series 63, Series 65
Clinton Twp, MI
Ameriprise
David Evola Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1999. Evola serves on the board of the Detroit Athletic Club Car Club and manages an office through his business, Evola Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Ryan P
Series 66
Utica, MI
LPL Financial
Ryan Patterson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was employed at Swingtide, Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. 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, and institutional platforms, supported by a large network of investment adviser representatives.
Joshua S
CFP®, Series 63, Series 65
Shelby Twp, MI
Ameriprise
Joshua Stros is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 11 years of experience in the financial services industry. He has worked at Ameriprise and its affiliate, Ameriprise Financial Services, LLC, since 2026, and previously spent seven years with The Huntington Investment Company. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored retirement income recommendations and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.
Kimberly D
Series 66
Washington Township, MI
Edward Jones
Kimberly Du Vernay is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked for five years at Del Barba Insurance. Outside of her advisory role, she is the owner and content creator for Riverside Revival Home LLC, a home decor and furniture restoration business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated services backed by a nationwide network of advisors.
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