James Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Cetera Advisors LLC from 2014 to 2020. He is also president of Silverbell Group, a financial services business through which he manages business expenses and staff. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered in collaboration with advisors like Mclellan.

Iuliana Keyes is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at OSAIC since 2009 and is also affiliated with Vim Capital and Thomas Financial Group. Keyes serves on the board of FernCare Free Clinic, a nonprofit providing free healthcare to uninsured individuals. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and advisory platforms. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to build diversified portfolios with various investment vehicles, offering both discretionary and non-discretionary management options.

Mark Yount is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Merrill, together 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.

Scott Rosenblum is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has been with Bank of America and Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Ryan Herriman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial guidance to affluent individuals and corporations, focusing on helping clients achieve their financial objectives with a disciplined and transparent approach. His services cover a range of areas including college education planning, corporate benefits, executive compensation, family wealth management strategies, institutional consulting, legacy planning, investment strategy, tax minimization, and retirement income. Ryan holds a Bachelor's Degree from the University of Michigan and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He employs a tailored approach to support clients' current lifestyles, retirement income needs, and legacy goals, aiming to ensure clients feel comfortable throughout the process. Outside of his professional work, Ryan enjoys boating, golfing, and tennis. He is involved in the community through his participation on The Salvation Army Echelon Board.

Timothy Curry is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he works as an independent delivery driver for companies including Shipt, Inc. and Door Dash Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steve Juncaj is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan Chase entities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Richard Boschert is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Ameriprise in Troy, MI. His prior roles include positions at Concorde Asset Management, Concorde Investment Services, and L.M. Kohn & Company. Outside of financial services, he is the master partner of an asphalt repair and maintenance business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Brynne Banks is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Renee Roberts is a financial advisor with Ameriprise in Pontiac, MI, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 1989. Outside of her advisory role, she owns a tax preparation business called The Tax Lady and serves on the Board of Directors for the Rotary Club of West Bloomfield. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets managed within Ameriprise accounts.

Jennifer Coryell is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Merrill since 2015. Merrill, together 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 supported by internal and third-party managers for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Aimee O'Donnell is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory work, she is a manager and member of 89 W. Madge LLC, involved in property management in Royal Oak, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations.

Joshua Mulder is a financial advisor at Raymond James Financial with 23 years of industry experience. He has worked at Raymond James since 2016 and previously spent 14 years at Ameriprise Financial Services. Mulder Financial Group is a partnership name used for business purposes, but all client accounts and activity are conducted through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

James Pittel Jr. is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Timothy Brice is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. He is based in Birmingham, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm’s financial planning utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Curtis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at United Wholesale Mortgage and roles at Grandville High School and Addix Sportswear. 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 offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Michael Kovie is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. He serves as a finance committee subcommittee member for the Reflection Lakes Homeowners Association, a voluntary nonprofit role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brad Peltier is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 designations with nine years of industry experience. His prior roles include seven years at Merrill and six years at J.P. Morgan Chase. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lewis Walterhouse III is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Vector Marketing and Western Michigan University. 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 plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Jay Kuhn is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he supports Coffield and Associates by producing and publishing Money Guide Pro materials and assisting with administrative duties. Ameriprise serves clients primarily through a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, emphasizing assets held in Ameriprise-managed accounts.