Timothy Tenbusch II is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2014. Outside of finance, he owns and operates Tenbusch Construction and Equipment Leasing LLC, which focuses on home construction and equipment rental. 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 broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

James Clark is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. He previously worked at Royal Alliance from 2015 to 2021. Outside of his advisory role, Clark is involved in managing Blumark Financial Advisors, a practice management entity, and is a partner in Blumark Tax Advisors, a tax preparation firm. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, supported by a centralized consulting team.

Corey Doyle is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he was employed at Tractor Supply Company for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Ryan Caraway is a financial advisor with Merrill in Oxford, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Merrill during multiple periods since 2015 and has been with Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Neil Bitzer is a financial advisor with LPL Financial in Clarkston, Michigan, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and has operated his own financial services business since 1997. Bitzer also maintains an ongoing role with the Professional Affiliation Program, active for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms.

Eric Birch is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with LPL Financial. He previously worked at JP Morgan Securities from 2013 to 2020. Birch is involved with Capstone Tax Services, LLC, where he provides tax preparation services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Karen May is a financial advisor with Mass Mutual Investors Services in Clarkston, MI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Mass Mutual Investors Services since 2011 and has been associated with MassMutual Life Insurance Company since 2010. In addition to her advisory role, she is a licensed health and life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process and offers a range of programs including estate-settlement and employer-sponsored planning.

Jonathan Suzio is a financial advisor with LPL Financial and holds the Series 66 designation. He has six years of industry experience, including previous roles at Capstone Wealth Management and Varroc Lighting Systems. Outside of advisory work, he is a commissioned notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with a variety of discretionary and non-discretionary strategies.

Ashley Harrison is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Huber Insurance Group, where she also serves as a case manager. Outside of financial services, she works as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Scott Torosian is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Centaurus Financial, Inc. for 14 years. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

William Langenstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at First Allied Advisory Services and managing Langenstein Financial Strategies since 2018. He also serves as a fiduciary in a family trust capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Lisa Imbrunnone is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank for nine years. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Brian Mccurdy is a financial advisor with LPL Financial in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at WealthWave, Beacon Solutions LLC, Netlaw, Premiere Onboard, Transamerica Financial Advisors, Inc., and World Financial Group. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Laura Hung Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of her advisory work, she serves as president and owner of Lakeshore Benefit Group Inc. 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 uses a range of proprietary and third-party investment programs and offers ERISA fiduciary services through credentialed representatives.

Carlo Manzella is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. His work background includes roles outside finance such as operating a DJ service from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC, and concurrently serves with Genisys Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan De Cook is a financial advisor with Edward Jones in Rochester, MI, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Hillman is a financial advisor with LPL Financial holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, TD Ameritrade, and Merrill. He is also involved with Vibe Credit Union in a wealth management capacity. 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 portfolio programs, third-party asset management, and institutional platforms.