Christopher Scupholm is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Rollins College and South High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendations and ongoing advice. The firm's approach incorporates proprietary investment research, third-party data, and algorithmic tools, with distinct enrollment criteria and a product ecosystem influenced by affiliated fund relationships.

Paul Bozymowski is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes positions at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent senior benefits consultant specializing in life, health, and fixed annuities sales. 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 financial planning, asset management, and educational programs using firm-approved analytical tools, focusing on collaborative annual planning engagements without discretionary authority over client investments.

Sean Johnson is the Resident Director and Wealth Management Advisor at Merrill, where he provides financial guidance and wealth management strategies to high net worth individuals and organizations. He joined GSJ & Associates with Merrill in 2015 to enhance the services and strategies offered to clients, focusing on goals-based wealth management and strategic asset allocation. Sean holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Defiance College. Sean's client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Outside of his professional work, Sean is an Eagle Scout and values his role as a father and husband. His personal interests include camping, football, golfing, hiking, hunting, photography, singing, traveling, watching movies, and woodworking. He emphasizes a disciplined and personalized approach to financial planning, aiming to help clients build a roadmap to achieve their individual goals across different stages of life.

Andrew Spearman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. Outside of his advisory work, he serves as Treasurer of the Grosse Pointe Library Foundation and is a successor trustee of the Spearman Family Trust. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors and a range of portfolio management strategies.

Jessica Nuhaj is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, she worked at Equitable Advisors and is involved in operating Farmers Café 1 LLC, a business she has owned since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Matthew Ludlow is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1997 and is a member of the Huntsman Ludlow Group, where he participates in the Wealth Management Strategy Committee and manages trading activities for the group. Mr. Ludlow’s expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Arts degree with a concentration in Economics from the University of Michigan-Ann Arbor. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation earned in 2004, as well as the Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA) designations. Outside of his professional career, Matthew Ludlow resides in Grosse Pointe Woods with his wife and three children. He serves as the Den Leader for his youngest son’s Cub Scout Pack and enjoys hiking, yoga, and spending time with his family.

Bradford De Spelder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass areas such as general investing, retirement planning, and preparing for unforeseen financial needs. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Bradford holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Grand Valley State University. He emphasizes a client-centered approach, aiming to help individuals uncover what matters most to them and their families to create tailored financial strategies.

Andrew Crowther is a financial advisor with Ameriprise in Royal Oak, MI, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously at United Shore Financial Services from 2015 to 2019. Outside of his advisory role, Crowther serves on the Board of Directors for the Lake Shore Sail Club and teaches gymnastics at the Michigan Academy of Gymnastics. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional entity offering a broad range of advisory, brokerage, and insurance solutions.

William Stemzynski is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at Meritor Inc. from 2015 to 2020. Outside of his advisory role, he owns W & E Construction & Design LLC, a business intended for house flipping as a hobby, though he currently does not actively operate it. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ariel Alexis is a Financial Consultant currently working at Fidelity Investments since 2025. Ariel has held positions at Fidelity Investments as an Investment Consultant from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Prior to joining Fidelity, Ariel worked as a Financial Representative at TD Ameritrade from 2021 to 2022. In their role, Ariel approaches client relationships with a focus on understanding clients' lives beyond financial data to provide personalized and practical financial guidance. Ariel positions themselves as a financial advocate committed to crafting tailored advice that meets individual client needs.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 credential and has previously worked at Michigan Financial Companies and The Home Depot. Outside of his advisory role, he is involved in sales and marketing of securities, investment advisory, and fixed insurance products through Elite Wealth Strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and third-party solutions, managing accounts on both discretionary and non-discretionary bases.

Tre Walton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kirk Ritchie is a financial advisor with LPL Financial in St. Clair Shores, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 1998. In addition to his advisory role, he is involved in tax preparation through a separate business, US TAX Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Theresa Sherman is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. Her work history includes roles at PART Financial, Minnesota Life Insurance Company, and Securian Financial Services. She is also the secretary of Troy Family Daze, a community volunteer group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Wesley Ho is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes roles at Securities America Advisors and Pruco Securities. He holds an active life insurance license and provides notary services to clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across multiple asset classes.

Davis Graham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He applies his experience to help clients create personalized financial plans that align with their unique ambitions and priorities. Davis earned a Bachelor's Degree from Wayne State University and holds the Personal Investment Advisor (PIA) professional designation. As a Wayne State Baseball alumnus and a member of GSJ and Associates, which has over 80 years of market experience, he focuses on helping clients achieve financial freedom by accomplishing short-term goals while planning for retirement. Born and raised in Grosse Pointe, Davis is committed to supporting his community in maintaining their desired lifestyle. Outside of his professional work, Davis enjoys spending time with his dog Bailey and watching sports. His personal interests include baseball, football, golfing, and pickleball.

Brandon Zupko is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Zupko has a recorded prior affiliation with the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Ryan Porter is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on educating and working with clients to help them achieve their long-term goals through disciplined investing and financial planning. His professional experience centers on providing investment consulting services. Outside of his professional role, Ryan engages in various personal interests including family activities, football, movies, parenthood, reading, and traveling.

Kevin Kneip is a financial advisor with OSAIC in Southfield, MI, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including 13 years with Signator Investors/John Hancock before joining OSAIC in 2018. Outside of his advisory role, he is a minority shareholder and vice president involved in sales and marketing at Michigan Financial Companies, where he also works as an insurance agent. OSAIC serves a diverse clientele including retail and institutional investors by offering brokerage and advisory services, retirement plan consulting, and access to various managed account platforms. The firm utilizes proprietary tools and third-party solutions to construct diversified investment portfolios tailored to client risk profiles and preferences.

Angelo Grant is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked at CDW for four years and Kelly Services for five years. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships that use firm-approved software to analyze client goals and deliver written recommendations.