Shawn Bumgardner is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is involved in business ownership related to payroll services and commercial real estate management. Ameriprise offers retirement-income planning primarily for clients with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Danielle Kerns is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. She also serves as a Publicity Coordinator for the Hunter Family School Association, supporting event planning and volunteer coordination at her children's elementary school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analysis and planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

John Bussa is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for Lincoln Financial Advisors for 24 years. Outside of his advisory role, he operates a consulting business through BFP Media, LLC. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Brian D'ziurman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shelley Graunke is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes supported by firm-approved tools.

Charles Dennis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. 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 applies an ESG eligibility framework when recommending investment strategies.

Nicholas Patterson is a CFP® professional with seven years of industry experience, currently serving at Mass Mutual Investors Services since 2020. His prior work includes roles at Cambridge Investment Research and in automotive and fluid power industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements that utilize firm-approved analytical tools and focus on investment strategy recommendations.

Lauren Kosten is a financial advisor with Morgan Stanley in Belmont, MI, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Michael Reinhard is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI. He holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Angel Mcfarland is a financial advisor at Thrivent Investment Management with two years of industry experience. Mcfarland holds a Series 66 designation and previously worked at UWM and the Michigan Department of Transportation. Outside of advising, Mcfarland also works as an Uber driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivering recommendations without implementation, and allows clients to integrate planning with managed accounts under a consolidated billing option.

Shahriar Faraji is a financial advisor with LPL Financial in Lathrup Village, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Michigan First Credit Union, Bank of Ann Arbor, Inland Securities Corporation, and TD Ameritrade. Outside of financial services, he has worked as a restaurant server at IHOP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Jordan Fujarski is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Northwestern Mutual and Morgan Stanley Private Bank, N.A. Prior to entering financial services, he held positions outside the industry, including with Extravagante Valet and Shores Car Care. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Stephanie Kerr is a financial advisor with Raymond James & Associates in Huntington Woods, MI. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her career at Raymond James spans multiple affiliated entities since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, with notable involvement in municipal and public finance and an extensive affiliate network supporting integrated custody and product sourcing.

Willie Herbert Jr. is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 65 and Series 63 designations and over 26 years of industry experience. He has been associated with Pfs Investments Inc. and Primerica Financial Services since 1999. In addition to his advisory role, he is involved in the sale of home loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

Shawn O'Brien is a financial advisor with Raymond James Financial in Trenton, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial since 2003 and owns O'Brien's Financial Services, LLC, where he also serves as an independent contractor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and firm research.

Duane Garth is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of advising, he co-founded a ministry focused on financial unity for couples, serves on several nonprofit boards including for the City of Southfield and Ashland Theological Seminary Foundation, and teaches as an adjunct professor at the University of Detroit Mercy. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment options and program structures, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Peter Gianopoulos is a financial advisor at OSAIC Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following 17 years at John Hancock Insurance/Signator Investors. Outside of his advisory role, he is president of several entities offering fixed insurance and annuity products. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Adam Partridge is a financial advisor with Merrill in Royal Oak, MI, holding Series 66 and Series 63 licenses and seven years of industry experience. He previously worked at JP Morgan Chase for 17 years and held positions at Benzinga and Lazio Search Group before joining Merrill and Bank of America in 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brendan Dunleavy is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Signator Investors/John Hancock for 14 years. Dunleavy serves on the boards of a charitable organization managed by the Michigan Department of Human Services and the Irish Network Detroit. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Rivaldo Tobia is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and eMortgageFunding LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to offer customized advice and performance reporting. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.