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.

Kaitlyn Montalbano is a financial advisor with Raymond James Financial in Macomb, MI, holding Series 63 and Series 65 licenses. She has over one year of industry experience, including prior roles at Ameriprise and Matthew Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client recommendations.

Brandon Patrone is a financial advisor with Ameriprise in Auburn Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Edward Jones, Michigan Financial Companies, and Signator Investors, Inc. In addition to his advisory role, he is involved in independent insurance brokering with Guardian Life, specializing in disability income. 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 tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

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.

Brandon Cholagh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Kathryn Antishin is a financial advisor with Ameriprise in Rochester, MI, holding Series 63 and Series 65 designations and 16 years of industry experience. She previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. 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 income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Matthew Lively is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked in various roles including at Beatty, Betts & Associates and Bankers Life. Outside of advising, he owns MattLively Media and freelances occasionally for broadcast productions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Gregory Davies is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation. 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, and institutional platforms, supported by a large network of advisors and various investment tools.

Nancy Salvia is a financial advisor with Merrill in Auburn Hills, MI, holding a Series 66 designation and 18 years of industry experience. She has worked with Merrill Lynch and Bank of America since 2007 and 2009, respectively. Outside of advisory work, she serves as the elected Mayor of Rochester, Michigan, a position she assumed in December 2024 after serving as Mayor Pro Tem since 2021. She is also involved in a family-owned vitamin and mineral business operated as Sage Scientific 2 LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

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.