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® with 18 years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. She is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Grant Cobb is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Axa Advisors, Prudential, Cushman & Wakefield, and Bordine's Nursery. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through Investment Adviser Representatives, third-party managers, and affiliated asset managers, emphasizing fiduciary services and diverse investment options.

Anthony Layne is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has held various roles in both financial services and other sectors, including positions at Grubhub, DoorDash, and Michigan State University. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and personalized approaches to deliver retirement income strategies primarily for clients maintaining assets within Ameriprise-managed accounts.

Parker Piwinski is a financial advisor with UBS Financial Services in Detroit, MI. He holds a Series 66 designation and has worked in various roles across financial services and education since 2015, including positions at Morgan Stanley, United Wholesale Mortgage, and multiple educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brian Scarfone is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Spartan Wealth Management and Kaufman Financial, as well as involvement with Seven Blessings, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm employs a model-based approach using both proprietary and third-party strategies and offers fiduciary services to qualified plans.

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 with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he is a live broadcaster and commentator for RIW Hobbies and Games and serves as a board member for the Yale Club of Michigan. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various affiliated services.

Michael Lienert is an advisor with LPL Enterprise holding a Series 66 designation. He has zero years of industry experience and previously worked in the sports and entertainment sectors, including roles at Ilitch Sports & Entertainment and Chicago Fire FC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services including trust custody and insurance products.

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 at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Snider Financial and Freedman & Goldberg, CPA's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a variety of advisory programs.

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.

Luke Krupp is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his advisory role, Krupp held positions at Shipt, Threshold (DTE Sales), and Uncommon Consulting Group. He is also the owner of Krupp Painting, a small painting business he has operated since 2019. 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 delivers its services through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary programs and offering ERISA fiduciary services to qualified plans.

Alyssa Flevaris is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, Alyssa worked at Financial Independence, LLC and has experience in the education sector at Michigan State University and Schoolcraft College. Outside of her advisory role, she is employed as a waitress at Highland House Restaurant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory models, focusing on aligning client risk tolerance with appropriate investment strategies.

Dana Davis is a financial advisor at Morgan Stanley in Troy, MI, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Ryan Kerchoff is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at Fastenal and WM, among others. Outside of his advisory work, he serves as an independent scout for Blue Dragon Hockey, a hockey consulting agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jaime Wolfe is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining OSAIC in 2024, Wolfe worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Wolfe co-founded and serves as Vice President and Treasurer of NBS Animal Rescue, a nonprofit focused on rescuing at-risk dogs. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Mark Thistlethwaite is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeled outcome simulations.