Matthew Rogal is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on aligning personal wealth strategies with the aspirations of clients and their families. Matthew has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Wealth Planner before assuming his current position in 2021. Prior to joining Fidelity, he worked as a Private Client Banker at J.P. Morgan Chase Private Client from 2010 to 2013. He holds a California Insurance License.

Julie Bozich is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from direct individual plans to corporate financial planning agreements.

Nathan Bond is a financial advisor with Ameriprise holding a Series 66 designation and has one year of industry experience. He has previously worked at Grand Valley State University, Western Golf and Country Club, and Livonia Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jason Coldicott is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entity since 2015. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts within its platform.

Peter Tenuta is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 1997 advising families, corporate retirement plan sponsors, and plan participants in the 401(k) market at Morgan Stanley Smith Barney. Since joining Merrill Lynch in 2012, Peter has worked closely with select individuals, families, and corporations, providing comprehensive financial advice and guidance. As a qualified Portfolio Manager, Peter offers personalized services that include building and managing investment strategies, which may be managed on a discretionary basis through the firm’s Investment Advisory Program. His client focus areas include personal retirement planning, portfolio management services, tax minimization, and retirement income. Peter holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter earned his Bachelor of Business Administration with a Major in Finance from Central Michigan University. A lifelong resident of Southeast Michigan, he is married with two sons. Peter participates in community organizations and spends personal time enjoying biking, boating, camping, cooking, fishing, ice hockey, music, running, soccer, and family activities.

Robert Whitcomb is a financial advisor with LPL Financial in Clarkston, Michigan, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Adam Whitfield is a financial advisor at Edward Jones in Novi, MI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Quicken Loans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, providing various advisory strategies and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Amanda Pokrefky is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing three years of industry experience. Her background includes roles in education and small business ownership. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and provides financial planning and consulting services supported by a wide range of portfolio management strategies.

Casey Sage is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2021, Sage worked for Walled Lake Consolidated Schools for 13 years. Outside of advising, Sage serves as Community Relations Director for The Alexander Foundation, a charity supporting families of children with craniofacial diseases, and previously held a senior role in an online activewear business. Raymond James & Associates 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, institutional clients, and municipal entities, offering tailored financial planning and consulting with a range of investment strategies and municipal advisory services.

Keaton Hirsch is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Capstone Partners. Hirsch has also been affiliated with Charles Schwab Bank and Charles Schwab since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

David Long Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Lisa Madill is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with JP Morgan Securities since 2006 and has been with J.P. Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.

Susan Wellman is a financial advisor with Primerica Advisors in Highland, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and United Wholesale Mortgage, as well as a six-year tenure with Spectralite and 15 years at Keating Network. Outside of advisory work, she serves as Vice President of Strategic Relations for Curus in Farmington Hills, MI. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and incorporates discretionary separately managed accounts.

Carrie Fielder is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kyle Adams is a CFP® with two years of industry experience, currently with Cetera. Prior to joining Cetera, he worked at Michigan Financial Companies and has experience in financial planning and securities sales. He has also held positions outside finance, including work in landscaping and at a golf club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Brent Wichlacz is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 27 years of industry experience. His prior roles include 15 years at Royal Alliance Associates, Inc. and operating as an independent insurance agent for 18 years. He is also involved in insurance-related business activities alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and advanced technologies.