James Wilhelm is a financial advisor at Edward Jones in Clarkston, MI, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mitter Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and MetLife Securities Inc. He is also involved in property and casualty insurance through his activities with St. Mitter Financial Services Inc. and NuStar Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Nicholas Litton is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Gale A Cengage Company, J. Crew, and Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and does not sponsor its own wrap fee program, relying instead on affiliated and third-party solutions.

James Potter is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He has held his current position since 2015 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Richard El Khoury is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he worked at Hantz Group and gained experience outside finance with roles at Jimmy Johns and Fogo De Chao. He was also a full-time student for several years before beginning his advisory career. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Connor Carbary is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2018, including two years when the firm operated as Axa Advisors. Outside of his advisory work, he manages Extravagante Valet, a valet service he has been involved with since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of representatives and third-party managers, providing a variety of investment options and ERISA fiduciary services for qualified plans.

Thomas Cooper is a CFP® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Troy, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Donald Simpson is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sarah Cunningham is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1998 and Bank of America since 2009. Merrill, along 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.

Michael Kopko is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with LPL Financial since 2007. Kopko is also a commissioned Notary Public. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives using diverse strategies and supported by advanced operational tools.

Joseph Girardin is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc and Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee of his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house and third-party managers, focusing on personalized client assessments and matching to appropriate investment programs.

Reuben Rashty is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and previously spent three years at Fifth Third Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning leverages structured discovery conversations and approved planning tools without offering individual security recommendations as part of their standalone planning services.

Max Zade is a Planning Consultant who focuses on providing financial planning services that prioritize understanding clients' goals, values, and concerns. He works to build personalized plans that address what matters most to clients over time, aiming to simplify complex financial decisions and provide clarity. Prior to his current role, Max gained experience at Fidelity Investments where he served as a Relationship Manager from 2023 to 2026 and as a Financial Representative from 2022 to 2023. His background includes developing client relationships and supporting financial planning needs. Outside of his professional work, Max has personal interests that include comedy, concerts, museums, music, and tennis.

Evan Delmotte is a financial advisor with Edward Jones in Troy, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 15 years with the Township of Bruce in emergency services as a firefighter and paramedic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brett Bernard is a financial advisor at Charles Schwab with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliated entities since 2013, as well as at TD Ameritrade from 2021 to 2024. Bernard is a member of the investment committee for First United Methodist Church in Birmingham, MI, though he has not yet begun serving in this role. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a structured investment process supported by centralized custody and operational integration.

Jacob Cole is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in education staffing, moving services, production, and the wine industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and discretionary management programs while offering ERISA fiduciary services to qualified plans through credentialed representatives.

David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent 12 years at Woodbury Financial Services, Inc. He also operates Deuel Financial Group, a sole proprietorship offering sales and service of life, health, and disability insurance as well as securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and multiple platforms. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Joseph Candela III is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michael Graziani is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at UBS Financial Services for nine years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is involved with The Detroit Athletic Club as a social and athletic member and may serve as chairman of its bowling league. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through a range of advisory programs.

Stuart Solomon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services backed by extensive research and firm-approved tools.