Frank Bologna is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jordan Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, following a tenure at Axa Advisors, LLC, and also serves in a health insurance advisory role at Cornerstone Benefit Plans, Inc. outside of his primary advisory work. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers ERISA fiduciary services to qualified plans.

Dan Mihaescu is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Mihaescu serves on the Board of Directors for Tuesday Musicale of Detroit and performs as an opera singer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Todd Schuster is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Thrivent Investment Management and Hantz Financial Services. In addition to his advisory work, he is involved in tax preparation and related administrative support through a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning to assist advisors in operational and research tasks.

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Cintas and Northwood University, and he has a long-term association with Meadowbrook Country Club. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Mackenzie White is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to rejoining Merrill in 2026, White worked at Morgan Stanley and Bank of America, as well as having experience at Oakland Community College. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kenneth Schenden is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2009 and holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Carolyn Goyette is a Wealth Management Advisor with Merrill Lynch Wealth Management. She leads The Goyette Group, a team focused on providing clients with goals-based wealth management strategies. Carolyn emphasizes a personalized approach by first understanding clients’ unique ambitions, financial situations, and risk tolerance, then developing tailored financial plans to help them pursue objectives such as retirement income, legacy planning, college education funding, and family wealth management. With expertise spanning investment consulting for defined contribution plans, managing new wealth, retirement planning, and promoting employee financial health, Carolyn and her team engage clients through ongoing communication and annual reviews to adjust strategies according to changes in clients’ lives and goals. Her approach centers on simplicity and transparency, building enduring professional relationships to support clients in navigating the complexities of wealth management. Carolyn holds a Bachelor’s Degree in Management and Organizational Development from Spring Arbor University. She earned the Chartered Retirement Planning Counselor™ designation in 2007 and the CERTIFIED FINANCIAL PLANNER™ certification in 2017. Additional professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in the Fenton community, Carolyn enjoys boating, reading, and traveling with family and friends.

Jacob Smolarek is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial in Troy, MI. His prior roles include positions at Wells Fargo Clearing Services and Jackson National, alongside service in the US Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Macgregor is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Lisa McGrath is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL Financial since 2009 and previously worked at the Center For Wealth Planning, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives.

Kevin Ott is a financial advisor with Edward Jones in Macomb, MI, holding the ChFC® designation and Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, he served six years at the US Coast Guard Air Station Detroit. Outside of his advisory role, Ott is involved in coaching amateur swim and water polo teams and owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices.

Colleen Schueneman is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at National Life Group, Equity Services, Inc., and MassMutual Life Insurance Company. Schueneman serves as an executive board member of the RAGS Remembered Foundation, participating in board meetings and community events. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Eoin Walsh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan entities since 2012. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Matthew Waugh is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan entities since 2015. Outside of his advisory work, he runs a Little League Baseball team called Macomb Brewers, which offers apparel sales to support the team. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments 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 and includes capabilities in derivatives and commodities.

Michael See is a financial advisor with Morgan Stanley in Troy, MI, holding CFP®, Series 63, and Series 65 designations and having 24 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, PNC Wealth Management, and Natcity Investments. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Raymond James & Associates, JPMorgan Chase Bank, and J.P. Morgan Securities. He also has involvement with Dfcu Financial Credit Union through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Creal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves on the board of directors for Pine Lake Country Club and is involved in group health and benefit sales as an agent. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm delivers advice through a network of Investment Adviser Representatives and employs both in-house and third-party asset management programs tailored to client needs.

Robert Bambrough is a financial advisor at Cambridge Investment Research Advisors with over 42 years of industry experience. He has been with Cambridge since 2004 and also operates Robert Bambrough Assoc, LLC, which provides tax preparation services. Additionally, he serves as a board member of Carrot Pass, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.