David Mitter Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and MetLife Securities Inc. He is also involved in property and casualty insurance through his activities with St. Mitter Financial Services Inc. and NuStar Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Nicholas Litton is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Gale A Cengage Company, J. Crew, and Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and does not sponsor its own wrap fee program, relying instead on affiliated and third-party solutions.

Connor Carbary is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2018, including two years when the firm operated as Axa Advisors. Outside of his advisory work, he manages Extravagante Valet, a valet service he has been involved with since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of representatives and third-party managers, providing a variety of investment options and ERISA fiduciary services for qualified plans.

Thomas Cooper is a CFP® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Troy, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Erica Thomas is a financial advisor with J.P. Morgan Securities in Warren, MI, holding the Series 66 designation and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has experience at JPMorgan Chase Bank and Natcity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Valentina Johnson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023, following roles at D.A. Davidson Co., Rocket Companies, Family First Life, and the City of Detroit. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of accounts and wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Girardin is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc and Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee of his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house and third-party managers, focusing on personalized client assessments and matching to appropriate investment programs.

Joseph Sabelhaus is a CFP®-certified financial advisor with LPL Financial, based in Troy, Michigan, and has 25 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he has worked minimally as an attorney drafting estate planning documents and serves occasionally as a backup helicopter pilot for traffic reporting. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms, supported by advisor tools and a broad non-advisory financial services network.

Patrick Lapensee is a financial advisor with LPL Financial in St. Clair Shores, MI, holding a Series 66 credential and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 before joining LPL Financial, where he has been since 2010. Outside of his advisory role, he spends part of his time on tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools.

Justin Dunn is a financial advisor with LPL Financial in Sterling Heights, MI, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, Dunn serves as a hockey official in the Detroit area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and various institutional platforms.

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.

Brett Bernard is a financial advisor at Charles Schwab with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliated entities since 2013, as well as at TD Ameritrade from 2021 to 2024. Bernard is a member of the investment committee for First United Methodist Church in Birmingham, MI, though he has not yet begun serving in this role. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a structured investment process supported by centralized custody and operational integration.

Jacob Cole is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry and previously worked in various roles outside of finance, including education staffing and moving services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management services through a network of Investment Adviser Representatives, utilizing third-party programs and discretionary management options.

Joseph Candela III is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

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 at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Bank of America and Merrill Lynch. Outside of his advisory role, he is involved with Shunyia & Company Private Wealth Advisors. 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, and access to third-party asset management.

Carson Mamo is a financial advisor at Thrivent Investment Management in Detroit, MI, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Thrivent, he worked at Financial Architects, Inc. for six years and operated a landscaping business, Mamo's Landscape Solutions, for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Jacob Short is a financial advisor at Charles Schwab in Troy, MI, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Tiaa, as well as entrepreneurial ventures such as Shade Cloth Store LLC and Modern Media Tech. He also has a background in full-time education spanning a decade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Lee Schaeffer Jr. is a CFP® certificant and Series 63 license holder with 34 years of industry experience. He has been with LPL Financial since 2004. 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.

Nicole Narkus is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and leads Nicole Faith Financial Services LLC, focusing on financial planning, investment management, retirement, and insurance planning. Prior to joining Raymond James, she worked at Edward Jones for seven years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.