Christopher Ohlert is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. He is also involved in several financial services ventures, including ownership roles in United Planning Group and UPG Financial, and holds a position as president of COHLERT LLC. Additionally, he sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary investment authorities.

Sara Uh is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Troy, MI. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. from 2018 to the present. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Luke Krupp is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his advisory role, Krupp held positions at Shipt, Threshold (DTE Sales), and Uncommon Consulting Group. He is also the owner of Krupp Painting, a small painting business he has operated since 2019. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary programs and offering ERISA fiduciary services to qualified plans.

Alyssa Flevaris is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include financial advising at Financial Independence, LLC and work in education at Michigan State University and Schoolcraft College. Outside of finance, she has worked as a waitress at Highland House Restaurant since 2018. Equitable Advisors serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Dana Davis is a financial advisor at Morgan Stanley in Troy, MI, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Ryan Kerchoff is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at Fastenal and WM, among others. Outside of his advisory work, he serves as an independent scout for Blue Dragon Hockey, a hockey consulting agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jaime Wolfe is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Wolfe co-founded and serves as Vice President and Treasurer of NBS Animal Rescue, a nonprofit focused on rescuing at-risk dogs. He also coaches volleyball and basketball for middle school girls at St. Anne Catholic School in Warren, MI. OSAIC serves a diverse client base including retail, institutional, and retirement plan participants, offering brokerage and advisory services through multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies, leveraging its scale and complex affiliate network.

Mark Thistlethwaite is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeled outcome simulations.

Dennis Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Canyon Realty LLC, where he has worked as a real estate agent since 2007. Additionally, he is a 50% owner of Michigan Pension Group, a third-party pension administration firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Angela Pepper is a financial advisor with LPL Financial in Shelby Township, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. She joined LPL Financial in 2017 after working at National Planning Corporation for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Bergmoser is a CFP® with 28 years of experience in the financial industry and has been with UBS Financial Services since 1998. He is based in Rochester Hills, MI, and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to customize client plans.

Travis Leta is a financial advisor with J.P. Morgan Securities in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank NA, Osaic FA, Inc., and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates an ESG eligibility framework.

Michael Jordan is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and DWS Financial. Outside of finance, Jordan has experience working at Red Run Golf Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Cameron Marnoch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their savings and spending needs, helping to create comprehensive financial plans that align with both their short and long-term goals. Prior to this, Cameron served as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Cameron has developed experience in financial planning and client relationship management. He focuses on collaborating with clients to develop strategies that support their financial objectives. Outside of his professional work, Cameron has interests in comedy, concerts, food, golf, music, and volunteering.

James Mazure is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at Sugarbush Tavern, Rapid Home Lending, and other firms. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, provides access to third-party asset managers and model portfolios, and offers financial planning and consulting services.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience and a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and also holds a position with JPMorgan Chase Bank, N.A. since 2011. His prior experience includes roles at Fifth Third Securities, Chase Investment Services, PNC Wealth Management, Natcity Investments, and Valic Financial Advisors. 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 searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Kevin Ferhadson is a financial advisor with Ameriprise in Rochester, MI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he oversees operations and strategic direction for True Team Operations, LLC, a business supporting his financial planning practice. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a centralized consulting team that uses research and modeling to deliver tailored, tax-efficient retirement income recommendations.

John Steves is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lori Bebee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 33 years of industry experience. Her career includes roles at Prudential Insurance Company of America, MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. Outside of finance, she owns and operates My Style Jewelry and Beads, a craft business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.