Jeremy Coppola is a financial advisor at LPL Financial with three years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial, he worked at OSAIC and several other firms. Outside of his advisory role, he serves as a case manager and financial paraplanner at Cobblestone Financial Services. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Robert Abraham is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Sigma Financial Corporation, Spectrum Financial Resources, and United Planners' Financial Services. Outside of his advisory role, he operates an independent insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Justin is a CFP® professional with 26 years of experience in the financial services industry. He has been with LPL Financial since 2009. He operates a DBA under the name Stratmore Financial Group in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by research from LPL Research and third-party subadvisors.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.

Stephen Niezgoda is a financial advisor with Cambridge Investment Research Advisors in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial from 2010 to 2018 and has been with Cambridge since 2018. Outside of his advisory role, he is an independent insurance agent and serves as president of Summit Wealth Management Inc. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary as well as third-party model strategies.

George Alami is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Wipfli LLP and Verbio North America. Outside of finance, he is involved with Noho Hospitality, a hospitality business. 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 portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Jamie Gibson is a CFP® professional with 30 years of industry experience, currently advising at Raymond James Financial in Troy, MI. He is owner and CEO of several businesses including 401MAX, Inc. and Gibson & Company, Inc., and also provides paralegal services focused on estate planning. Gibson’s background includes roles at multiple related entities since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and provides specialized municipal and employer advisory services.

Anthony Macaluso is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Gary Gilgen is a CFP®-designated financial advisor with 39 years of industry experience. He currently works at LPL Financial and has held previous roles at Royal Alliance Associates, Rehmann Financial Network, and the Advisor Group. Outside of his advisory work, he serves as president of Lutheran Advisor Group, Inc., a property management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.

Michael Maher is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Signator Investors, Inc. and has operated Maher Asset Management and Maher Corporation since 2015 and 2008, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Steven Mc Grath is a financial advisor with Edward Jones in Rochester, MI, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Edward Jones and Woodland Direct Inc. He serves as Secretary and Board Member for the Great Pines Estates Association in Oxford, MI, where he records meeting minutes. 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 provides a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Drouillard is a CFP® with 33 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Securities America Advisors and Ameriprise Financial Services, where he worked from 2009 to 2024. Outside of his advisory work, he is president of Patrick Henry, Inc., a business advisory firm focused on mergers and acquisitions, private equity, and business operations coaching. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct diversified portfolios.

Valentine Koch is a CFP® professional with six years of industry experience, currently affiliated with Morgan Stanley in Rochester, MI. His prior experience includes roles at Raymond James & Associates Inc. and the University of Michigan Ross School of Business. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and integrates broad investment offerings through its Financial Advisors and Estate Planning Strategies Group.

James Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Cetera Advisors LLC from 2014 to 2020. He is also president of Silverbell Group, a financial services business through which he manages business expenses and staff. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered in collaboration with advisors like Mclellan.

Alvin Hayes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank since 2012 and J.P. Morgan Securities since 2017. Prior to his financial services career, he worked at Colling Homes Inc. for eleven years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Michelle Harm is a financial advisor with LPL Enterprise, based in Troy, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. She serves as Vice President on the board of the Suburban Connection Charter Chapter, a nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory services with brokerage and insurance products through its platform and supports lending programs such as LPL’s collateralized lending initiative.

Andrew Goodrich is a financial advisor with LPL Financial based in Rochester, MI. He holds a Series 66 designation and has recently started his advisor career. Prior to joining LPL Financial, he was involved with the University of Michigan Football program and attended the University of Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Rea-Ianni is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In her current position, she leads, coaches, and develops a team of consultants and financial professionals to support clients in overall planning and guidance aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2021 to 2023, Planning Consultant from 2020 to 2021, and Senior Relationship Manager from 2015 to 2020, all within Fidelity Investments. Her career at Fidelity demonstrates a progressive advancement through leadership and client-focused roles within the firm.

Lyle Schonberger is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior experience includes over 15 years with Ameriprise Financial Services from 2009 to 2024. He is also involved in estate planning through Lylac Estate Planning LLC, a separate business focused on non-investment-related estate planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management.