Steven Andriola is a financial advisor with Ameriprise Financial Services in Troy, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Outside of his advisory role, he serves as president of the Tuesday Jr. House League, a sanctioned bowling league, where he reviews and audits league financials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm employs a non-discretionary, research-driven approach focused on dependable income sources and tax-aware withdrawal strategies.

Peter Singler Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services and Questar Asset Management, and he has maintained a tax preparation and accounting business since 1984. He provides tax and accounting services through his involvement with Altman & Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program options.

Sohan Sarkar is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his current role, he works with clients to develop personalized financial strategies that align with their unique priorities and goals. His approach involves understanding individual circumstances to provide tailored advice on investing, retirement planning, and saving for unforeseen events. Sarkar holds the designation of Personal Investment Advisor (PIA). He earned a High School Diploma from Troy High School and attended the University of Illinois System without conferring a degree. He emphasizes building relationships with clients to uncover what matters most to them and help pursue their financial objectives over time.

Robert Stockoski is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial, where he has worked since 2018. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He also holds a notary public designation as a minor outside activity. 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 and investment programs, utilizing model portfolios, third-party subadvisors, and various advisory strategies.

Corey Schepper is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. from 2013 to 2020. Outside of his advisory role, he operates Schepper Financial, Inc., a legal entity established to manage his Ameriprise franchise. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with its financial advisors.

Max Jackson is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in the financial services industry. In his current role since 2026, he partners with individuals, families, and business owners to develop wealth plans tailored to their financial goals. His approach focuses on providing clients with strategies, tools, and education to support informed decision-making. Prior to his current position, Max held various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to 2026. His earlier career includes positions at Bank of America as a Relationship Manager and Relationship Banker, as well as roles in retirement planning and mortgage banking with GLP & Associates and Rocket Mortgage. This diverse experience informs his comprehensive understanding of financial consulting. Outside of his professional work, Max engages in family activities, fitness, playing musical instruments, traveling, and volunteering.

Beth Lappin is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement planning recommendations and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Gongju Baek is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, New York Life Insurance Company, and Atomy America Inc. Since 2023, she has been with J.P. Morgan Securities and JPMorgan Chase Bank. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Brian Probst is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James & Associates, where he has worked since 2016. Probst is also the CEO and branch owner of Probst Private Wealth Management, a support company based in Auburn Hills, MI. 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, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports clients through various advisory programs, with notable involvement in municipal advisory services and employer SIMPLE IRA consulting.

Susanne Kullen is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wealth Strategies Financial Group and Securian Financial Services. Outside of her advisory work, she is a member of BRSK Management, LLC, a property management business, with no active duties. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income, tax efficiency, and Social Security strategies.

Eluterio Gonzalez is a financial advisor with Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, Chase Investment Services Corp, and JPMORGAN Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Cleary Jr. is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Grove Point Investments LLC, H. Beck, Inc., and Professional Tax Service. Outside of his advisory work, he owns Kevin's Custom Shop, a small home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network, serving individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Ducharme is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and concurrently works with Innovative Financial Inc, where he serves as a financial professional and tax preparer. Ducharme is also president of Ducharme Financial Services Inc, an entity established for income tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.

Jeremy Coppola is a CFP® with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Woodbury Financial Services, and Equitable Advisors. Outside of his advisory work, he has been involved with an LLC performing general office and assembly tasks. 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 portfolios, third-party asset management, and institutional platforms.

Noreen Mckillop is a financial advisor with Merrill in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Merrill and Bank of America N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Pirret is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior roles include positions at Cetera and Genisys Credit Union, where she has worked for over two decades. She is also involved with Genisys Investment Services related to her LPL business. 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 financial planning and investment services through a large network of advisors, utilizing both proprietary research and third-party strategies while supporting its platform with advanced operational tools.

Robert Abraham is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 credential. His prior roles include positions at Sigma Financial Corporation, Spectrum Financial Resources, United Planners' Financial Services, and Ameriprise. He is also involved in an independent insurance business he operates under his own name. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Stephen Niezgoda is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and Morgan Stanley Dw Inc. He also serves as an independent insurance agent and is president of Summit Wealth Management Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

David Bond is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he is vice president of Wiklund & Bond Financial Services, an S-Corp specializing in group benefits such as health insurance, dental, group life, and disability. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-driven investment process with portfolio optimization and multiple management strategies. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.