Patrick Lapensee is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory work, he is involved in tax preparation through a related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering diverse advisory programs and financial planning services.

Justin Dunn is a financial advisor with LPL Financial in Sterling Heights, MI, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he works as a hockey referee at ice rinks in Detroit, MI. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniel Harrison is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns Steady Strides Running and is involved in coaching runners and supporting races and events as a hobby. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Beau Becker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Pioneer Financial Services and the Ochadleus Family office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Peter Shunyia is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2011 to 2021. Outside of his advisory role, he is involved with TRI-COUNTY PREFERRED REALTY, a real estate rental business in Rochester Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Anthony Van Arsdale is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Hantz Financial Services, and Computershare. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carson Mamo is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Financial Architects, Inc. and operated a landscaping business, Mamo's Landscape Solutions, from 2023 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic reviews and the option to combine planning with managed accounts through its WealthPlan program.

Bridget Bergeron is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Merrill Lynch since 2008. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutions.

Lee Schaeffer Jr. is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2004. He holds a Series 63 registration and practices out of Warren, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of model portfolios and research.

Sherri Koch is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked at Raymond James & Associates for 26 years before joining Merrill in 2022. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Ciaramitaro is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans, Inc., where he provides health insurance and benefit advisory services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Dan Mihaescu is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Mihaescu serves on the Board of Directors for Tuesday Musicale of Detroit and performs as an opera singer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Cintas and Northwood University and also has experience at Meadowbrook Country Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Lori Swatsworth is a Series 66 licensed financial advisor with Ameriprise in Grosse Pointe, MI, possessing 10 years of industry experience. She has worked at Ameriprise since 2019 and previously spent seven years at Hantz Financial Services. Outside of advising, she serves as an office administrator for the Ameriprise Financial Planning Office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice, utilizing proprietary research and tools within a framework that includes specific enrollment criteria and affiliations with various fund firms.

Jeanette Clinton is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Raymond James, she worked nearly two decades at Magni Industries and spent a year in homemaking. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacob Smolarek is a CFP® certified financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Wells Fargo Clearing Services and Jackson National. He also served in the U.S. Army National Guard from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from multiple sources.

Alexander Macgregor is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and was previously with Pruco Securities, LLC. since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of other financial products.

Joshua Rajewski is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has held his current position since 2005. Rajewski holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Andrew Howard is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Matthew Waugh is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015 in various capacities. Outside of his advisory role, he runs a Little League Baseball team in Macomb, MI, which recently began offering apparel sales to support team activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.