Mark Chrobak is a financial advisor at Edward Jones with 11 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC from 2015 to 2019. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Gary Corona is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63, 65, and 66 licenses and having 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a structured advisory process.

Christopher Walsh is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Walsh also serves as a city council member for Grosse Pointe, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a range of investment strategies.

Megan Moloney is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1996. Outside of her advisory role, she is involved with Treat Dreams, assisting in store operations and selling ice cream. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both firm-offered programs and third-party asset managers.

Bryanne Kramer is a CFP® certificant with 25 years of industry experience, currently with Ameriprise in Clawson, MI. She has been with Ameriprise and its related entities since 2005, totaling 18 years at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement‑income planning using a combination of proprietary research, third‑party data, and algorithmic tools.

Lee Hart is a ChFC® credentialed financial advisor with 30 years of industry experience, currently practicing at Ameriprise since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Hart serves on the board of directors for the Detroit Institute of Arts. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, offering comprehensive written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Matthew Davis is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. He holds Series 63, 65, and 66 licenses and is based in Troy, Michigan. In addition to his advisory role, Davis sells fixed insurance products. 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 services, model portfolio programs, and institutional platforms, utilizing a combination of strategic and tactical investment approaches supported by proprietary and third-party research.

Michael Jennings is a financial advisor with Equitable Advisors in Royal Oak, MI, holding a Series 66 designation and 21 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors. Outside of his advisory role, he serves as Vice President of Development for Homes for Autism, where he oversees fundraising efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models and discretionary managers.

Jack Zade is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including North American Financial Services, Cambridge Investment Research Advisors, and Fox Chase Capital Partners. Outside of finance, he was involved with C.J. Barrymore's Entertainment for eight years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also served as a Michigan Soccer Referee from 2019 to 2023. 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.

Jerad Laparl is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, following seven years at Jhfn Sii. In addition to his advisory role, he manages an LLC involved in a self-storage business. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with a broad range of investment options.

Rebecca Gieseking is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Roberts is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999, following his time at Axa Advisors. Outside of his advisory role, he serves on the board of a Salvation Army camp and participates as a church board member, providing input on organizational business matters. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Todd Green is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm emphasizes managed accounts and uses algorithmic automation overseen by a specialized committee to generate tailored retirement income plans.

Amy Cole is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models to assist in developing personalized plans.

Charles Harris is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held roles with several NFL teams including the Detroit Lions, Miami Dolphins, Atlanta Falcons, Carolina Panthers, and Philadelphia Eagles. He also worked at the University of Missouri from 2013 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a registered commodity pool operator, advisory work with multiple registered investment companies, and the use of AI-driven methodologies in its investment process.

Shelby Masen is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience and previously worked at Sigma Financial Corporation and Olympia Entertainment. Outside of advising, he is involved with WMS Agency, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jacob Brauer is a financial advisor with Edward Jones in Warren, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Mass Mutual Investors Services and has a background that includes roles with Young Entrepreneurs Across America and Michigan State University. Outside of his advisory work, Brauer serves as an on-ice official for youth hockey games with USA Hockey. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Vidya Shah is a financial advisor at LPL Enterprise with 43 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Shah also serves as a licensed insurance agent with appointments related to long-term care, disability, and health insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Robert Wilson is a CFP®-certified financial advisor with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Sterling Heights, MI office. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and oversight committees to support its retirement planning services.