Dean Thurman Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he owns a business called White Glove. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, providing a range of financial planning and advisory services through a national network of investment adviser representatives. The firm offers discretionary and non-discretionary management, access to model portfolios and research, and a broad array of advisory and brokerage solutions.

Dawson Richard is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and involvement with Clean Works LLC and McCandless Township Sanitary Authority. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing firm-approved tools and models, with assets under management totaling approximately $2.74 trillion.

Sheryl Liskiewicz is a financial advisor with Morgan Stanley Wealth Management, 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. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Lewis Rowe is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding the Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through Institutional Investment Consulting, an independent advisory firm he started in 2019. Rowe has additional experience with Citizens Securities, Inc. and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

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.

Charles Kaschalk is a financial advisor with LPL Financial in Shelby Township, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Michigan Schools & Government Credit Union and Huntington Investment Company. Kaschalk is involved in non-variable insurance activities with The Retirement Agency and Prosperity Advantage Marketing. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party subadvisors.

Jennifer Blizinski is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1993 and also serves Bank of America, NA, where she has worked since 2009. Outside of her advisory role, she acts as executor for two estates in Warren, Michigan. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Nelson is a financial advisor at Merrill with 11 years of industry experience. He has held his current role since 2017 and previously worked at MSI Financial Services, INC. for one year. Nelson holds the Series 66 designation and is based in Bloomfield Hills, Michigan. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michael Rubino is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. Prior to joining LPL Financial in 2024, he spent 27 years at Centaurus Financial, Inc. He is also the owner of a business called GRANPA WARHAMMER and operates a fish and hunt club in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sean Norton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 16 years of industry experience. He has worked at Merrill since 2020, following positions at Wells Fargo and Paychex. Outside of his advisory role, he holds power of attorney for his mother. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with varying portfolio implementations to suit different client needs.

Jason Van Duyn is a Series 63 licensed financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2009. He operates out of Rochester, MI, and holds involvement in several business activities including running a tax preparation and accounting firm and managing a wealth and tax strategies practice. He also rents office space to local professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting, utilizing a combination of discretionary and non-discretionary management alongside model portfolios and research from LPL Research and third-party subadvisors.

Sheetal Patel is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following a prior role at Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in a family-owned hotel business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver research-driven, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

James Reinhart is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ and Series 63 designations and has been associated with Cetera since 2004. Reinhart also owns Reinhart Financial Services, LLC. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third‑party managers through a multi‑manager platform.

Marshall Bell is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to this, he spent 33 years at Citigroup Global Markets. Outside his advisory role, he is involved as an investor with SSJ Investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Haley Henciar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work experience includes roles at Bank of America, Citizens Bank, ComputerShare, and United Wholesale Mortgage. Before entering the financial industry, she worked for seven years at Chili's Bar & Grill. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Grabinski is a financial advisor with Raymond James & Associates in Auburn Hills, MI, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2007 and has worked at Oakland University since 2003. Raymond James & Associates is a large 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

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.

Cory Miglio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. 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. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Rachael Chartier is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked for nine years at LPL Financial. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies.