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.

Reynaldo Arceno Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

Jonathan Suzio is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked with LPL Financial and Capstone Wealth Management since 2020. In addition to his advisory work, Suzio is a licensed notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.

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.

Shane Skerbe is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Paychex and UMU Technology LLC. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tack Yong Kim is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025 and has extensive experience in other business ventures, including marketing, operating Mikom LLC, and involvement with The Michigan Korean Weekly. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Paul Zarkowski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. In his current role, Paul assists clients in creating investment plans utilizing Fidelity's tools and resources to support their financial goals both today and in the future. He emphasizes integrity and a commitment to listening and understanding his clients' situations and investment needs. Paul's approach centers on providing personalized investment strategies tailored to individual client circumstances. His experience at Fidelity Investments has equipped him with knowledge in investment consulting and financial planning. Outside of his professional work, Paul enjoys attending concerts, playing golf, watching movies, and running.

Thomas Vandoorne is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he co-owns Firma Financial Planning, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Charles Pierce Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial Advisors for 13 years before joining OSAIC in 2023. Outside of his firm roles, he has served as a statutory agent for Midwest Financial Advisors and provides advisory services through other financial entities. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients with integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools and third-party platforms to offer customized portfolio management across various asset classes for its clients.

Rachel Maceri is a financial advisor with LPL Financial in Troy, Michigan, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Raymond James Financial Services and Mass Mutual Investors Services, as well as operating a yoga business, Updog Yoga, where she continues to work as a substitute instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, combining proprietary research and third-party models to support diversified investment strategies.

Patrick Purczynski is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and having 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in managing his own business, PJP Ventures. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michael Pohlod Jr. is a CFP®-credentialed financial advisor with Ameriprise in Troy, MI, bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of advising, he is involved in several business ventures including ownership in transportation and restaurant companies as well as real estate holdings. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, supported by centralized research and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Gordon Smith is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he focuses on training associates to deliver disciplined financial plans and ensure a positive client experience. Prior to joining Fidelity Investments, Gordon served as Vice President and Market Supervision Manager at Merrill Lynch from 2012 to 2023. Throughout his career, Gordon has emphasized the importance of disciplined financial planning as a foundation for creating a comfortable financial future. His professional experience spans leadership and supervision in the financial services industry. Outside of his professional responsibilities, Gordon engages in various personal interests including family activities, fitness, hiking, reading, and swimming.

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.

Jason Norris is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has 22 years of industry experience, previously working with Prudential Insurance Company of America and Pruco Securities, LLC. Norris is based in Troy, MI. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Kenneth Hagar is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Huntington Investment Company, Minnesota Life Insurance Co, and Bank of America. In addition to his advisory role, he serves as Director of Retirement Plan Strategies for UHY Wealth Management, focusing on strategic retirement planning and client relationship management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisors and employs various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Garrett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Voya Financial Advisors and Ohio National Financial Services. Garrett is also co-owner of Horizon Wealth Management, a financial services firm involved in insurance and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored 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 both affiliated and third-party investment managers.

Kathryn Wunderlich is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Legacy Wealth Management Group and has a background that includes legal studies at Antonin Scalia Law School. 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, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Lisa Imbrunnone is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank for nine years. She has been with Edward Jones since 2020. 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 range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.