Evan Delmotte is a financial advisor with Edward Jones in Troy, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 15 years with the Township of Bruce in emergency services as a firefighter and paramedic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

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.

Evan Gerrard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Huntington Bank, and TCF Bank. 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 individual, high-net-worth, and institutional clients.

Lee Schaeffer Jr. is a CFP® and Series 63 credentialed advisor at LPL Financial with 35 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of strategies and technology tools to support its network of investment adviser representatives.

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.

Frank Bologna is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Todd Schuster is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Thrivent Investment Management and Hantz Financial Services. In addition to his advisory work, he is involved in tax preparation and related administrative support through a separate business activity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning to assist advisors in operational and research tasks.

Mackenzie White is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to rejoining Merrill in 2026, White worked at Morgan Stanley and Bank of America, as well as having experience at Oakland Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kenneth Schenden is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2009 and 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacob Smolarek is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial in Troy, MI. His prior roles include positions at Wells Fargo Clearing Services and Jackson National, alongside service in the US Army National Guard. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Macgregor is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Kevin Ott is a financial advisor with Edward Jones in Macomb, MI, holding the ChFC® designation and Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, he served six years at the US Coast Guard Air Station Detroit. Outside of his advisory role, Ott is involved in coaching amateur swim and water polo teams and owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices.

Eoin Walsh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan entities since 2012. 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 within a non-discretionary advisory program.

Elizabeth Ahl is a financial advisor with Edward Jones in Royal Oak, MI, holding a Series 66 designation and one year of experience with the firm. Her prior work includes positions at Edwards Lifesciences, Adient, and Michigan State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Michael See is a financial advisor with Morgan Stanley in Troy, MI, holding CFP®, Series 63, and Series 65 designations and having 24 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, PNC Wealth Management, and Natcity Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Raymond James & Associates, JPMorgan Chase Bank, and J.P. Morgan Securities. He also has involvement with Dfcu Financial Credit Union through LPL Financial. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.