Daniel Muzljakovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Ameriprise since 2009, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of his advisory role, he owns and operates a tax preparation business, Bryan Russell & Associates, PC CPA's. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jack Oliveri is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He also provides tax, audit, and accounting services at Bultynck & Co PLLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management solutions through a large network of independent advisors and employs a multi-manager platform with various program structures and portfolio options.

Steven Ellsworth is a financial advisor with LPL Financial in Warren, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at USAdvisors Wealth Management, Securities America Advisors, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Kirk Ritchie is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. In addition to his advisory work, he is involved in tax preparation through US TAX Service. 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 portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Scott Debbs is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Huntington Investment Company and Northwestern Mutual. Outside of his advisory role, he coaches as a slot receiver for the Eisenhower High School varsity football team. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to provide tax-aware withdrawal strategies and Social Security options.

Brandon Zupko is a financial advisor with Edward Jones in Grosse Pointe Woods, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. His background includes a brief affiliation with the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Carlo Manzella is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 designations. Outside of finance, he has operated a DJ service from 2023 to 2025. 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. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies, supported by centralized due diligence and affiliated implementation services.

Jessica Vucinaj is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Keegan Raleigh is a financial advisor with Ameriprise in Shelby Township, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at The Huntington Investment Company from 2008 to 2026 before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Molly Gardner is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm uses a centralized team, proprietary tools, and a defined investment universe that includes affiliated products.

Michael Simonds is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives using a range of investment strategies.

Benjamin Labadie is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held roles within JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current position. Labadie holds the Series 63 and Series 65 credentials. 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. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Dominic Fazzolari is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of advising, he serves on the board of directors for Excel Networking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Patton is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Home Depot and Sur La Table. Outside of advising, he owns and operates businesses involved in real estate financing and home remodeling, and he also sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party investment managers.

Kristen Roulo is a Series 66-licensed financial advisor with Edward Jones in Algonac, MI, where she has been practicing since 2014, accumulating 12 years of industry experience. She has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Michael Ringler is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various firms including Avantax and Cetera. He is also the owner of Ringler Wealth, LLC, a financial services business in Clinton Township, Michigan, where he serves as an insurance broker and manages client relationships. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Renae Kobler is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. Her career includes roles at USAA, Bank of America, Merrill, and Edward Jones. She is also employed at United Tax Service Inc, where she performs tax preparation and accounting work. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Joseph Trocchio is a financial advisor with Raymond James Financial in Saint Clair Shores, MI, holding Series 63 and Series 66 registrations and has 45 years of industry experience. He has been with Raymond James Financial since 2010 and has worked with Raymond James Financial Services since 2007. Outside of his advisory role, he owns and operates Joseph N. Trocchio & Co, a support company where he serves as president. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Jennifer Oprinski is an Associate Resident Director at Merrill, where she brings a comprehensive approach to wealth management. Having joined Merrill in 2000 after two years at Bank of America, she combines her banking and lending experience to offer well-rounded financial perspectives. Jennifer is also the branch manager of the Clinton Township office and has served as Resident Director since 2023. She co-founded the Nofs Oprinski Group in 2010, focusing on goals-based strategies for families, business owners, dentists, and physicians. Jennifer holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, Certification in Longevity Training from the University of Southern California, and several FINRA registrations including Series 7, 9/10, 31, 63, and 65. She is licensed in all 50 states and holds life and health insurance licenses. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, and socially responsible investing. Committed to community involvement, Jennifer volunteers with organizations including Habitat for Humanity, Macomb Charitable Foundation, Meals on Wheels, and Miracle League. She is also active in her parish. Outside of work, she enjoys baseball, music, photography, reading, traveling, yoga, and spending time with her family, including her husband and two grandchildren.

Agostino Tiseo Jr. is a CFP®-designated financial advisor with Edward Jones in Macomb, MI, where he has worked since 2000. He has 33 years of industry experience. Outside of his advisory role, he serves as a high school baseball coach at De La Salle High School in Warren, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.