Thomas Klippstein is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. He is based in Grosse Pointe Farms, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Ronald Stempin is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience advising individuals, families, businesses, and non-profit organizations. He works with clients nationwide, with a primary focus in the Metro Detroit area. Ron takes a personalized approach to client relationships, customizing strategies by leveraging the firm's resources to meet unique financial goals across various market cycles. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits, among others. Ron has held leadership roles such as Sales Manager for the Merrill Detroit Metro Complex and employs a variety of investment approaches to tailor advice. Ron earned a Bachelor of Arts in Economics with a Minor in Business Administration from the University of Michigan-Dearborn, where he also played college basketball. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved in his community as a basketball coach and participates in activities including baseball, basketball, boating, football, golfing, running, and spending time with his family. Ron and his wife Rhoda reside in Harrison Township with their three children.

Elizabeth Hough is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this capacity, she works closely with clients and their families to develop customized financial plans that address their current needs and future goals. Her approach involves identifying key objectives and building strategies to enhance financial outcomes while maintaining frequent communication to foster long-term, trusting relationships. Elizabeth has been with Fidelity Investments since 2017, progressing through various roles including Administrative Intern, Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This progression reflects her growing experience in financial planning and wealth management within the firm.

F Keogh III is a financial advisor with Ameriprise in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 23 years at Raymond James & Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using research, modeling, and tax-efficiency analysis to support client planning, with a focus on assets held in Ameriprise-managed accounts.

Clifton Pope II serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their individual financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. Clifton provides guidance across areas such as general investing, retirement planning, and unexpected expenses, while also connecting clients with Bank of America specialists for services like banking, credit, home financing, and small business solutions. With a focus on personalized service, Clifton helps clients manage competing financial demands by defining goals and designing portfolio strategies to meet them. He offers ongoing advice and adjusts strategies as clients’ needs evolve. Clifton holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Michigan University. He is affiliated with the Kappa Alpha Psi Fraternity Inc.

Joseph Dimauro is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of investment experience to his role. He specializes in serving high net worth business owners, affluent families, corporations, and institutions, focusing on areas such as family wealth management strategies, executive compensation, and socially responsible investing. Since joining Merrill in 2017, Joseph has leveraged his extensive background from previous positions at Northern Trust, AllianceBernstein, and OppenheimerFunds to develop personalized financial strategies tailored to each client's unique goals. Joseph holds both an MBA and a Bachelor's degree in Economics from the University of Michigan. He is also an Adjunct Professor of Finance at Wayne State University's Mike Ilitch School of Business. His professional designation includes Personal Investment Advisor (PIA). Fluent in English and Italian, he engages with the community through his involvement with organizations such as the Children's Foundation of Michigan, Grosse Pointe Academy, and the Pope Francis Center. Committed to understanding client priorities and the complexities of their lives, Joseph focuses on building financial frameworks that help clients live the best life possible with the resources they have available today. Outside of his professional work, he enjoys cooking, golfing, running marathons, skiing, and practicing yoga.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.

Jacob Peters is a financial advisor with Osaic, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Goldman Advisors Group for one year. Outside of his primary role, he is a Wealth Management Advisor with Michigan Financial Companies, providing investment advisory services and financial plan creation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Craig Snyder is a CFP®-designated financial advisor with LPL Financial in Southfield, MI, and has 44 years of industry experience. He has been with LPL Financial since 2003 and operates under the America Group DBA, with a history of related business activities including non-variable insurance and a business ownership related to cryptocurrency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and model strategies.

Robert Jacob is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has held leadership roles in consulting and accounting businesses, including serving as CEO of Direct Consulting One, LLC and president of REJ's Accounting and Tax Services Inc. Additionally, he serves as a scribe for the Knights of Columbus 4th degree assembly in Lincoln Park, Michigan. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program structures and custodial relationships, managing over $256 billion in assets.

James Hern is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining OSAIC in 2018, he worked at Sii from 2015 to 2018. He is also vice president and minority shareholder of Michigan Financial Companies, Inc., where he is involved in sales and marketing of fixed annuities, securities, and investment advisory products, and serves as a non-voting board member of Beals, Caruana & McVety Wealth Strategies. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and multiple platforms. The firm employs a range of asset-allocation tools and manages portfolios using various investment vehicles across discretionary and non-discretionary accounts.

Michael Vanderweele is a CFP® professional with 21 years of industry experience. He is currently with Ameriprise and previously worked for Comerica Securities for 19 years. Vanderweele also serves as a wealth advisor and business development professional at Comerica Bank. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Karam IV is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has held roles at Royal Alliance and Michigan Financial Companies. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using quantitative tools and multiple investment options to construct portfolios managed on discretionary or non-discretionary bases.

Nicholas Omicioli is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hantz Financial Services for seven years before joining Raymond James & Associates, where he has been since 2023. 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 client base including individuals, institutional and pension plans, and charitable organizations, offering a range of financial planning and investment consulting services.

Michael Lograsso is a ChFC® credentialed financial advisor with 49 years of industry experience. He is currently with OSAIC, having joined in 2025 after 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Lograsso is involved in offering fixed insurance products and senior settlement services through his own legal entity. OSAIC serves a broad mix of retail and institutional clients through an extensive network of financial advisers and advisory platforms, providing integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management options, supported by a complex corporate structure and multiple third-party service arrangements.

Jeffrey Bearance is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and John Hancock Life Insurance Company. He is also co-founder of Elizabeth's Closet, a nonprofit involved in fundraising and corporate sponsorships. OSAIC serves a diverse range of retail and institutional clients through a broad network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk management techniques to build portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Alexander Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Infinex Investments and Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Alexander Globke is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked for United Wholesale Mortgage/United Shore Mortgage for multiple years and has held personnel management roles with ECHL hockey teams. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs, with oversight mechanisms and use of AI technologies integrated into its investment process.

Scott Mc Kinnie is a Certified Financial Planner® with 15 years of industry experience. He has been with Ameriprise since 2014, including his current role at Ameriprise since 2020. His prior experience includes positions at Royal Alliance Associates, PNC Investments, and Sii. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, primarily serving clients with Ameriprise-managed accounts.

Trent Fetters is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mass Mutual Investors Services since 2017, following prior roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools to support goal-based recommendations.