John Napolitano is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2025. He has one year of industry experience and previously held roles at Deloitte Tax LLP, Price Waterhouse Coopers LLP, and KPMG LLP. 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 clientele, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Maeghan Holmes is a financial advisor at Morgan Stanley with 14 years of industry experience. She has held positions at Merrill, Bank of America, and CUSO Financial Services before joining Morgan Stanley in 2018. Outside of her advisory work, she operates an Etsy shop, HolmesMade by Maeghan, selling handmade and vintage items. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and employer-sponsored Corporate Financial Planning services.

Noah Robinson is a financial advisor with Wells Fargo Advisors in Grosse Pointe Farms, Michigan, holding Series 66 and Series 65 designations and bringing 21 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. He also has ownership interests in wealth management firms outside his primary role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

Carmela Bowman is a financial advisor with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2026, Bowman spent 13 years with Commonwealth Financial Network. She serves as the treasurer for the American Association of University Women in St. Clair Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs and affiliated advisory firms.

Nicola Delicata is a financial advisor with Mass Mutual Investors Services in Detroit, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Mass Mutual, Delicata worked at Metlife Securities, Inc. for 16 years. Outside of advisory work, Delicata owns a commercial building that generates rental income. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Kasey Altenbernt is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Kasey worked at Prudential Insurance Company of America and Pruco Securities, LLC. Their other business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

Eric Neubecker is a CFP® with over 32 years of experience in the financial services industry. He is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Ameriprise Financial Services. He also serves as a successor trustee for a family investment trust. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and leverages its Financial Advisors and Estate Planning Strategies Group to deliver customized financial solutions.

David Rossetter is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at Uber and Raymond James, as well as a tenure at Oakland University. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

Steven Dunmire is a Series 66 licensed advisor with J.P. Morgan Securities in Sterling Heights, MI, and has three years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. 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 integrates quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through various registrations and affiliations.

Frank Eirosius is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson, and Dawn Foods. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, third-party asset management access, and affiliated insurance and trust services.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. Her prior roles include tenures at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Ohio National Financial Services. Outside of advising, she is a business owner overseeing a dance studio in Buffalo, NY, and serves on nonprofit boards including The Baldwin Center and Oakland University School of Business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Kelli Marquardt is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney and Merrill during her career. Marquardt is based in Troy, MI. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Andrew Zale is a CFP® with 23 years of experience in the financial services industry. He has been with LPL Financial since 2010 and previously worked at Robert Baird & Co. in 2010. Outside of his advisory role, he serves as chairman of Oakland Township's Safety Paths and Trails Committee and is a trustee for Oakland Township, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a network of investment adviser representatives.

Sara Kellenberger is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at DFCU Financial and Progressive Wealth Group. She is also a co-trustee and holds power of attorney for Robert K. Kellenberger. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party programs while providing ERISA fiduciary services to qualified plans.

John Zekaj is a Series 66-licensed financial advisor with Ameriprise in Troy, MI, with six years of industry experience. His career includes prior roles at Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Farah is a financial advisor with UBS Financial Services in Royal Oak, MI, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the finance committee of the Whaley Children's Center, advising on investment decisions and participating in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and tailored investment strategies.

Christie Hecht is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she worked for nine years at Ultimate Kronos Group. Outside of her financial advisory role, she occasionally writes women's fiction books and other publications. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, and custody services with a combination of non-discretionary guidance and access to affiliated discretionary investment options.

Richard Jackson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm leverages both proprietary and third-party advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tack Yong Kim is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025. Outside of his advisory role, he has been involved with DoDream Marketing since 2016, Mikom LLC since 2009, and The Michigan Korean Weekly since 2001. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Richard Noethen is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.