David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also served as a Michigan Soccer Referee from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jerad Laparl is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, following seven years at Jhfn Sii. In addition to his advisory role, he manages an LLC involved in a self-storage business. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with a broad range of investment options.

Rebecca Gieseking is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Roberts is a financial advisor at Equitable Advisors with 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Roberts serves on the board of his local Salvation Army church and its Echo Grove Camp, providing business advice and community outreach support. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working primarily through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Stacey Pressel is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she collaborates with clients and their Wealth Management Advisors to develop financial plans tailored to their needs and goals, while delivering customer service. Her career at Fidelity Investments began in 2009 as a Financial Representative. She then served as a Relationship Manager from 2012 to 2021 before assuming her current position. This progression reflects her experience within wealth management and client relationship roles.

Todd Green is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm emphasizes managed accounts and uses algorithmic automation overseen by a specialized committee to generate tailored retirement income plans.

Amy Cole is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models to assist in developing personalized plans.

Charles Harris is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held roles with several NFL teams including the Detroit Lions, Miami Dolphins, Atlanta Falcons, Carolina Panthers, and Philadelphia Eagles. He also worked at the University of Missouri from 2013 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a registered commodity pool operator, advisory work with multiple registered investment companies, and the use of AI-driven methodologies in its investment process.

Jennifer Ball is a financial advisor with Ameriprise in Hazel Park, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a Girl Scout troop leader, where she facilitates volunteers and supports the PTA president. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory resources to deliver tailored retirement income plans primarily for clients with Ameriprise-managed accounts.

Shelby Masen is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial, Masen held roles at Sigma Financial Corporation and Olympia Entertainment. Masen is also involved in non-variable insurance sales through a separate agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Jacob Brauer is a financial advisor with Edward Jones in Warren, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Mass Mutual Investors Services and has a background that includes roles with Young Entrepreneurs Across America and Michigan State University. Outside of his advisory work, Brauer serves as an on-ice official for youth hockey games with USA Hockey. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Vidya Shah is a CFP® and ChFC® with 43 years of industry experience, currently serving as an advisor at LPL Enterprise since 2024. Prior to this, she has been affiliated with Prudential Insurance Company of America since 1981 and worked with Pruco Securities, LLC for 43 years. Vidya also holds non-sponsored carrier appointments related to long-term care, disability, and health insurance. 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 various brokerage and insurance products through an integrated platform.

Robert Wilson is a CFP®-certified financial advisor with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Sterling Heights, MI office. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and oversight committees to support its retirement planning services.

Anthony Tuzzolino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dawn Lubienski is a Series 66 credentialed advisor with Merrill, where she has worked since 2017. She has prior experience with Grace Community Church and Grosse Pointe Nursery School, as well as over two decades in homemaking. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Roberts is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at VOYA Financial Advisors and Somerset Financial Group. Roberts is a senior partner at Horizon Advisers, where he is involved in financial education through Horizon Adviser University. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers multiple investment and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.

David Cox is a financial advisor with Ameriprise in Southfield, MI, holding Series 63 and Series 66 designations and with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kelly Mc Gowan is a Series 66 licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, Mc Gowan worked at MassMutual from 2019 to 2022 and was affiliated with the University of Illinois at Chicago from 2015 to 2019. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kyle Lambert is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked with both LPL Financial Services, LLC and Financial Services Group of Michigan, Inc. He also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Lauren Wenzel is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. from 2025 to the present. Prior to her career in finance, she was employed at Shift Digital and has academic experience from the University of Notre Dame. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, incorporating modeling techniques such as Monte Carlo simulations.