Amy Roberts is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior work includes 24 years at Comerica Securities and three years at Ameriprise. Outside of advisory work, she is involved in independent insurance brokering. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven investment strategies.

Nicholas Robinette is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., DoorDash, and several other organizations. He has also been affiliated with Lawrence Technological University for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gregory Hoenle is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services Inc and Sii Investments. Hoenle is also Vice President and Co-Owner of Platinum Wealth Management Group, where he provides insurance and fixed annuity solutions, and serves as Vice President of Membership Services for the Advanced Planning Education Group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Marcus Gowdy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he partners with clients to develop customized financial plans tailored to their unique and evolving needs. Prior to his current role, Marcus was a Licensed Banker at JPMorgan Chase & Co from 2010 to 2012. Marcus's approach to financial planning emphasizes forming strong relationships with families built on trust, reliability, and competency. He invites clients to schedule meetings to better understand his methodology and partnership style.

Kailen Hudson is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2025. He has prior work experience at TSM Corporation, Airboss Flexible Products, FedEx, and multiple other companies. Outside of advising, he is involved with TSM Corporation in a non-investment-related role and is also engaged in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Daniel Keller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2008. 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 wide range of clients—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ryan Lewandowski is a financial advisor with LPL Financial based in Clinton Township, MI. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Michigan Schools & Government Credit Union and Residential Revival LLC. Outside of his advising work, he is involved with Catching Fall, an LLC focused on book and game projects. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified and alternative investment strategies.

Cynthia Audish is a Financial Consultant at Fidelity Investments, a position she has held since 2021. In this role, she partners with clients to develop and implement lifelong financial plans aimed at providing peace of mind. Cynthia focuses on aligning portfolio investments with clients' specific goals, enabling them to actively manage their financial futures. She brings over 10 years of experience in financial services, having held positions such as Senior Financial Consultant at TD Ameritrade from 2020 to 2021, Financial Representative at Fidelity Investments from 2019 to 2020, Internal Wholesaler at Dunham & Associates Investment from 2017 to 2019, and Agency Owner of Cynthia Audish Insurance Agency, Inc. from 2014 to 2017. Outside of her professional work, Cynthia's interests include cooking and baking, movies, parenthood, reading, volunteering, and writing.

Luke Miracle is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Chris Wilker is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Outside of his advisory work, he owns rental properties in Longboat Key, FL, and Glen Arbor, MI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 utilizing firm-approved tools and modeling techniques.

Malcolm Tippins is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Tippins serves as a board member for Harbour Pointe on the Lake, helping manage the subdivision. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. She joined the Huntsman Ludlow group in 2014 after earning her Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, where she graduated magna cum laude and was a member of Phi Beta Kappa. She became a financial advisor in 2015 and a CERTIFIED FINANCIAL PLANNER® practitioner in 2019. Karen's role includes managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She focuses on areas such as education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. She lives in Grosse Pointe with her husband Keith and son Jack. Outside of work, Karen's interests include music, running, and tennis.

Jack McKillop is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients as part of a planning team to enhance their relationship with wealth by understanding their preferences and priorities through a collaborative and needs-based approach. Jack has accumulated experience in the financial industry through several roles, including his current position as Financial Consultant at Fidelity Investments since 2024. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Financial Solutions Advisor at Merrill Edge from 2019 to 2021 and as a Wealth Management Assistant at Merrill Lynch in 2018.

Eric Dixson is a financial advisor with Ameriprise in Oxford, MI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial Services and Scottrade, where he worked for 16 years. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.

James Guest is a financial advisor with Wells Fargo Clearing in Rochester Hills, MI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Pina is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank ssb since 2014. Based in Troy, MI, his background centers on serving clients through Schwab’s advisory and banking services. 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 combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach supported by in-house research and a formal alternative investments program.

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. 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 and pension plans, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

Logan Priebe is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AXA Advisors, United Shore Financial Services, and American Eagle Outfitters. Priebe operates a separate business under the name MAINSTREET FINANCIAL SERVICES. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Mitchell Tokowitz is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. In addition to his advisory role, he is involved in tax preparation and accounting services. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.