Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with LPL Financial since 2009. His other business activities include writing fixed annuity and life insurance products through various companies. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.

Mark Carrabbio is a Senior Financial Advisor at Merrill Lynch Wealth Management. He partners with clients through The BRC Group to develop personalized financial strategies aimed at meeting their unique lifestyle, retirement, family, and multi-generational goals. Mark integrates customized investment solutions with insights from BofA Global Research and Merrill’s resources to address each client’s comprehensive financial picture. He also emphasizes a fiduciary approach, adhering to a commitment to place clients' interests first. Mark's expertise encompasses executive compensation, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and ESG investing, special needs planning, women and wealth, and tax minimization. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His education includes an MBA from Lawrence Technological University, a bachelor's degree from the University of Michigan, and accredited certificate programs from the College for Financial Planning and Yale University. Outside of his professional work, Mark participates in community activities with organizations such as Detroit Public TV and the Leukemia Lymphoma Society. His personal interests include photography, tennis, and traveling.

Julia Rahman is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management and Ulta Beauty. Rahman has also been involved with the Michigan State University Multicultural Business Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

Jack Chartier is a Series 66-registered financial advisor with Equitable Advisors, based in Troy, MI, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, he held roles at Skymint Brands and has additional work experience in hospitality and retail sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory solutions, including model portfolios and discretionary management, delivered through a network of investment adviser representatives.

Thomas Oswald is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 1993, currently serving in Lyon Township, MI. Outside of his advisory role, he is involved with Greenspring Leasing LLC, which leases office space for Ameriprise Financial franchise practices. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Eric Walby is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he partners with clients to understand their unique financial needs and assists in building financial plans tailored to their short and long-term goals. He emphasizes forming strong partnerships based on trust and education, maintaining open communication to adapt strategies as clients' lives change. Eric's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2024 to 2026, a Relationship Manager and Central Relationship Manager at Fidelity Investments between 2022 and 2024, as well as roles at Equitable Advisors and PFS Investments earlier in his career. Outside of his professional work, Eric has interests in gardening, golf, pets, skiing, and volunteering.

Angelique Ames is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a planning process that utilizes firm-approved tools and models to support client financial goals.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at GLP Financial Group, Friedman Commercial Real Estate, and Wayne State University. Outside of advising, she has experience in the food industry, having worked for six years at Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Bradley Bastion is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Stifel Financial Corp and Comerica Securities. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Jason Steele is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2015 after previously working as a Financial Representative with Northwestern Mutual. Jason develops and provides customized strategies for complex financial situations, using an institutional approach to investment and risk management combined with a commitment to personal service. His expertise includes retirement income strategies, wealth transfer, trust and estate planning, philanthropic planning, and access to banking and lending solutions through Bank of America. Jason focuses on serving families, corporate executives, and small business owners, offering services such as corporate retirement plans and lending to small and mid-sized companies. His client specialties include college education planning, personal retirement planning, tax minimization, and managing concentrated stock positions. He holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason earned a Bachelor of Business Administration in Finance from Western Michigan University. Outside of his professional work, Jason resides in New Baltimore with his two children, Brayden and Christian, and is active in coaching their hockey teams. His personal interests include baseball, boating, cooking, golfing, ice hockey, and spending time with his family. He is also engaged in volunteering with community organizations in line with Merrill’s tradition of community participation.

Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Standish is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, CitiGroup Global Markets, and Merrill before joining Stifel in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nina Jackson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including BoxxBaby, a subscription-based platform for infant and toddler clothing, and ProperGirl, a digital lifestyle guide for women. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Cleaton Lindsey III is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009 and had a brief tenure with Mutual Service Corporation the same year. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management services, including access to third-party strategies and institutional platforms, supported by a large network of advisors and multiple operational tools.

Charles Rutan Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and has owned and managed St. Clair Investment Advisors, LLC since 2005. Additionally, he is engaged in selling fixed insurance products including disability, annuities, life, prepaid legal, health, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and consulting through a multi-manager platform that includes both affiliated and third-party investment options.

Robert Craun is a CFP® and PFS™ with 24 years of industry experience, currently serving at Cetera. His career includes 15 years at Avantax Advisory Services and ownership of Craun Freeman & Associates, PC, where he is vice president and treasurer. He is also a director of the Craun Freeman Charitable Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of program options and supervises over $256 billion in assets across more than 10,000 advisors.

Tyler Belanger is a financial advisor at Ameriprise in West Bloomfield, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Royal Alliance and Cerity Partners, as well as entrepreneurial activities with Makeshift LLC and Squeaky Shine Car Wash. He also has a background working with Michigan State University. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored recommendations primarily for assets managed within Ameriprise.