Elizabeth Deutch is a CFP® with 26 years of industry experience, currently advising clients at Ameriprise in Novi, MI. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns an online resale business and serves on the board of directors for Team Happy Feet. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income solutions.

John Andrysiak is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2021, following prior roles at Cetera Advisors and Economic Financial Services LLC. 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, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and affiliated managers.

Jack Rothenberg, CFS, is a financial advisor with LPL Financial in Southfield, MI, with 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2003. Rothenberg holds Series 63 and Series 65 registrations and is involved in the sale of fixed insurance and annuities. 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 portfolio programs, third-party asset management, and institutional platforms.

R. Kramer is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2010. 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, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Jeremy Jones is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he focuses on understanding clients' financial needs and goals and helps implement plans to work toward those objectives. He assists high net-worth clients with investment, retirement, and income planning. Jeremy has over two decades of experience in the financial services industry. Prior to his current position, he held roles as Vice President of Retail Banking at The State Bank from 2007 to 2011, Branch Manager at Republic Bank from 2002 to 2007, and Branch Manager at Fifth Third Bank from 1999 to 2002. He is a Certified Financial Planner. Outside of his professional work, Jeremy enjoys family activities, social events with friends, golf, outdoor adventures, skiing, and traveling.

Maria Dimercurio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015, alongside a concurrent role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager selections, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Stewart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones from 2008 to 2011 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence with a forward-looking approach to capital market assumptions.

Thomas Brehm is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Ameriprise Financial Services, Inc. Outside of his advisory role, he is a treasurer, director, and 25% owner of Central Michigan Inns, a limited service hotel, and is involved with its holding company, Meridian Hospitality LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making through asset allocation, retirement, insurance, and estate planning analyses.

Matthew Oliver is a financial advisor at Raymond James & Associates with 21 years at the firm and 11 years of industry experience. He holds the Series 66 designation and is based in Farmington Hills, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets and serving a broad client base including individuals, institutions, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

Michael Burgher is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and maintain comprehensive financial plans tailored to their individual needs and preferences. He aims to provide value during each engagement and serves as a reliable member of the advisory team with clear communication standards. Michael's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Field Underwriter at Symmetry Financial Group. Earlier in his career, he worked as a Mortgage Loan Originator at Quicken Loans (now Rocket Mortgage). Outside of his professional work, Michael has interests in baseball, concerts, playing musical instruments, music, parenthood, and reading.

Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following a year at Wells Fargo Clearing. Outside of his advisory role, he is a managing member of Battenberg Investment Co LLC, where he is involved in investment decisions. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Joaquin Gouch II is a financial advisor with Merrill Lynch Wealth Management, specializing in retirement planning, wealth management, and exit planning. He works with individuals, business owners, and organizations to develop strategies that align financial decisions with long-term goals and personal values. His expertise encompasses college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquin earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. He holds Series 7 and 66 FINRA registrations and is registered in multiple states. A native of Metro Detroit, Joaquin supports several community-based organizations such as Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He has a passion for volunteerism and mentoring youth. Joaquin and his wife live in Farmington Hills, where they spend time with family, enjoy watching movies, and remain physically active.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Scherer is a CFP®-certified financial advisor with 16 years of experience, currently working at Edward Jones since 2010. He holds the Series 66 designation and is based in Waterford, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Michael Lehman is a financial advisor at Ameriprise in Bloomfield Hills, MI, holding Series 65 and Series 66 credentials with 19 years of industry experience. His career includes roles at UBS Financial Services and Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, delivering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Glen Gheesling is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Beth Brooks is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 24 years of industry experience, with prior roles including positions at Millennium Business Systems and Citizens Securities. Brooks is based in Farmington Hills, MI. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kelly Petrocella is a CFP® professional with 25 years of industry experience. She has worked at Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.