Charles Adams is a financial advisor with J.P. Morgan Securities in Macomb, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. 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 framework. The firm combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Jeffrey Adams is a financial advisor with LPL Financial in Auburn Hills, MI, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Voya Financial Advisors, and University of Michigan. 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 portfolios, third-party asset management, and institutional platforms.

Scott Lundberg is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. He has previously worked at SPC, Sigma Financial Corporation, Lincoln Financial Advisors, and Ameriprise. Lundberg also provides estate planning services through Encore Estate Plans and Trust & Will. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various advisory platforms and technology tools to support its large network of advisors.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.

Gregory Suzio is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2007, focusing on helping clients identify and achieve their individual financial goals. Greg specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Greg earned a Bachelor of Science degree in Mechanical Engineering with High Honors from Michigan State University. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Greg applies his analytical background to manage risk in clients' investment portfolios. He has received recognition from Forbes, being named to the Best-in-State Next-Generation Wealth Advisors list in 2019 and 2020, and the Best-in-State Wealth Advisors list in 2021. Greg lives in Milford with his wife Jodi, their children, Blakely and Griffin, and their two dogs. In his free time, he attends his children's dance and basketball activities and enjoys playing golf with friends.

David Evola Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1999. Evola serves on the board of the Detroit Athletic Club Car Club and manages an office through his business, Evola Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

John Wilkinson is a financial advisor at Osaic Wealth with 31 years of industry experience. He holds the Series 63 designation and previously worked at Woodbury Financial Services and Kingsley Insurance. Outside of his advisory role, he is involved in the sale of health and life insurance products through WIKLUND AND BOND FINANCIAL SERVICES. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is known for its scale, affiliate network, and multi-advisor platform.

Gus Panos is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has previously worked at Merrill Lynch and Bank of America. Outside of advising, he is a general partner of SRGP Holdings, LLC, a Florida-based LLC involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Ryan Patterson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was employed at Swingtide, Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 institutional platforms, supported by a large network of investment adviser representatives.

Joshua Stros is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 11 years of experience in the financial services industry. He has worked at Ameriprise and its affiliate, Ameriprise Financial Services, LLC, since 2026, and previously spent seven years with The Huntington Investment Company. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored retirement income recommendations and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Kimberly Du Vernay is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked for five years at Del Barba Insurance. Outside of her advisory role, she is the owner and content creator for Riverside Revival Home LLC, a home decor and furniture restoration business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated services backed by a nationwide network of advisors.

Stephen Solverson is a CFP® and ChFC® with 19 years of experience in financial advising. He has worked at Raymond James & Associates since 2023 and was previously with Hantz Financial Services for 17 years. Outside of his advisory work, he serves as an assistant coach for his son's travel hockey team. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management options.

Todd Sterling is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 18 years of industry experience. He has worked at Cambridge since 2019 and previously held positions at Raya, Waddell & Reed, and Thrivent Investment Management. Outside of his advisory work, Sterling is the owner of What Blue Moustache LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Timothy Tenbusch II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been associated with JP Morgan Chase Bank since 2014. Outside of finance, he is involved in a construction business, Tenbusch Construction and Equipment Leasing LLC, where he serves as an owner and partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

James Clark is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. He previously worked at Royal Alliance from 2015 to 2021. Outside of his advisory role, Clark is involved in managing Blumark Financial Advisors, a practice management entity, and is a partner in Blumark Tax Advisors, a tax preparation firm. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, supported by a centralized consulting team.

Corey Doyle is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and totaling seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tractor Supply Company from 2010 to 2018. 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 combines quantitative and qualitative research in its advisory process and includes derivatives and commodities capabilities.