Caren Boatman is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Dylan Seibold is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked as a general contractor and in pest control, and has experience in educational and community settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nancy Papo is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Equitable Advisors and its predecessor firms since 2016. Outside of advising, she serves as an independent contractor arbitrator for FINRA, hearing arbitration cases and deciding outcomes based on evidence since 1992. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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, with a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Peter Andrew is a CFP® with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He also serves as an advisory board member for Jeep Jamboree USA, providing financial consulting and client engagement. His career includes roles at Andrew Financial, Inc. and FCA, US LLC. Raymond James Financial Services Advisors, Inc. offers tailored financial planning and investment consulting to individuals, high-net-worth clients, and institutional clients. The firm utilizes analytical tools and risk profiling to support non-discretionary advisory services and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Michael Cayen is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Cayen is the owner of Cayen Financial Services LLC and Ohana Wealth Advisory, and he also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, using a variety of proprietary models and third-party strategies tailored to client objectives.

Sammy Amine is a CFP® and Series 66 credentialed financial advisor with 13 years of industry experience. He is currently with Raymond James & Associates, having previously worked at Ameriprise and Comerica Securities. Amine has provided financial advisory services covering bank clients under the Ameriprise umbrella. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, charities, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and research support, including municipal advisory and employer consulting services.

Maria Victoria Fought is a CFP® professional with 18 years of experience in the financial services industry. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of her advisory role, she is involved in Prudential-sponsored non-variable insurance activities. 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 portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with financial product sales.

Grant Cobb is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Axa Advisors, Prudential, and Cushman & Wakefield. Outside of his advisory role, he operates a business under the name MAINSTREET FINANCIAL SERVICES. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Parker Piwinski is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and approximately one year of experience in the industry. His prior roles include positions at Morgan Stanley and United Wholesale Mortgage. Outside of finance, he has experience working at Orchards Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from its global teams to tailor financial plans. The firm distinguishes itself by integrating institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Brian Scarfone is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Spartan Wealth Management and Kaufman Financial. Outside of his advisory roles, he was involved with Seven Blessings, LLC for four years. 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 through a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Karl Heusinkveld is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Comerica Bank, Jackson Dawson, and Nextek West Inc. He has also held roles outside of finance, including work with Faith in Public Life and extended travel. 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.

Richard Multhaupt is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Wirtanen Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Benjamin Topping is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, Blue Ridge Partners, ARIX Technologies, and graduated from Yale School of Management. Outside of advising, he is a live broadcaster and commentator for RIW Hobbies and Games and serves as a non-profit board member for the Yale Club of Michigan. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products and participates in collateralized lending through affiliated entities.

Shane Wummel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at SGW Holdings, LLC. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Lori Wilson is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at Snider Financial and Freedman & Goldberg, CPA's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved tools.

Sara Uh is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Troy, MI. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. from 2018 to the present. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Samantha Suhrcke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her career in 2026. Her prior experience includes roles at JPMorgan Chase Bank, Morgan Stanley, and the United States Postal Service. Outside of her advisory work, she has been involved with several local clubs, including the Country Club of Detroit, the Grosse Pointe Yacht Club, and the Neighborhood Club of Grosse Pointe. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Luke Krupp is a financial advisor with Equitable Advisors in Durand, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Shipt and Threshold, and he is also the owner of Krupp Painting, a small business he has operated since 2019. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet diverse client needs.

Alyssa Flevaris is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Equitable Advisors in 2022, she worked at Financial Independence, LLC and held positions at Michigan State University and Schoolcraft College. Outside of finance, she has worked as a waitress at Highland House Restaurant since 2018. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored programs and various endorsed TAMPs.