Thomas Kendra is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, among other roles. Outside of his advisory work, he is involved in local sports media, broadcasting high school football games and writing sports articles for the Local Sports Journal in Muskegon, Michigan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance sales and collateralized lending services.

David Trimble is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he provides simple wills for friends and family on a voluntary basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 in Troy, Michigan, with 14 years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at Merrill and Bank of America. Outside of her advisory role, Holmes operates an Etsy shop selling handmade and vintage items. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Noah Robinson is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Robinson is also involved in wealth management through ownership interests in Tital Wealth Management and Kecheval Financial Group, LLC. 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 financial planning services and integrates advisory offerings with other financial products and services.

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 at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Metlife Securities, Inc. and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of his advisory work, he is the owner of a commercial building. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and various educational programs.

Kasey Altenbernt is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Altenbernt is involved with a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products. The firm combines adviser programs with insurance sales through an affiliated agency and supports discretionary and non-discretionary investment strategies.

Eric Neubecker is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following a 10-year tenure at Ameriprise Financial Services. Outside of his advisory role, he serves as a successor trustee for an investment-related family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

David Rossetter is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Uber and Raymond James, as well as roles outside finance at Oakland University and Dunkin Donuts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Steven Dunmire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His background also includes time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Frank Eirosius is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jackson. Outside of finance, he has been employed at Dawn Foods since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory programs with the sale of financial products and insurance.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Co. of America, PRUCO Securities, LLC, The O. N. Equity Sales Company, and Ohio National Financial Services. Outside of her advisory role, she serves on nonprofit boards at The Baldwin Center and Oakland University School of Business and owns a dance studio in Buffalo, NY. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

Kelli Marquardt is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Merrill during her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through various direct and corporate channels.

Andrew Zale is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. He holds the Series 66 designation and is based in Troy, Michigan. Outside of his advisory role, Zale serves as chairman of the Safety Paths and Trails Committee and is a trustee for Oakland Township. 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 through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research from LPL Research.

Sara Kellenberger is a financial advisor at Equitable Advisors in Troy, MI, holding Series 66 and Series 63 licenses with two years of industry experience. Before joining Equitable Advisors, she worked at Progressive Wealth Group and DFCU Financial, where she spent a total of 19 years. She also serves as power of attorney and co-trustee for Robert K. Kellenberger. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

John Zekaj is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2012 in various roles. Prior to his current position, he was involved with Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

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 33 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.