David Brazen is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through his own business and serves as treasurer on the board of directors for a homeowners association. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anne Macintyre is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. She has been with LPL Financial since 2006, following three years at Merrill. Outside of her advisory work, she refers legal cases to local attorneys in accordance with state law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Adrian Paich is a financial advisor with LPL Financial in Clinton Twp, MI, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He previously worked at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Edward Lambert is a CFP® with 45 years of experience in the financial industry. He has been with LPL Financial since 1994 and is also associated with the Financial Services Group of Michigan, Inc. since 1984. His background includes extensive work with various insurance companies over the past 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Kallabat is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and its affiliates since 2015 and previously operated under his own name from 2012 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates ESG criteria in its recommendations.

Kade Bacon is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at several companies including Great Lakes Paint and Stain and Dooley Oil. 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, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Angelo Calderone is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously worked at United Wholesale Mortgage, Arterra Realty LLC, and MMAC Fraser Inc. outside the financial sector. 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 searches, and customized performance reporting within a non-discretionary advisory program.

Robert Farrell III is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell has also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and plan objectives.

David Kennedy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been affiliated with JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations and may incorporate ESG considerations.

Blake Pollock is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2015. Pollock serves on the board of a nonprofit organization focused on aiding disadvantaged youth. 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.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheri Wiener is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.

Ethan Hoffman is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry, all of which have been spent at Edward Jones since 2016. He is based in Rochester Hills, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Frederick Cross is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a secondary successor trustee on his parents' trust. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.

Damjan Juncaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting a range of eligible investment strategies, including those with an ESG eligibility framework.

Matthew Domsic is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is a partner at Mosaic Capital Group LLC and an investor in Udu Beauty. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.

Robert Bittner III is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Huntington Bank and The Huntington Investment Company. He also serves as an adjunct instructor at Davenport University, teaching Behavioral Finance courses at the undergraduate and graduate levels. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.