Thomas Brehm is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Ameriprise Financial Services, Inc. Outside of his advisory role, he is a treasurer, director, and 25% owner of Central Michigan Inns, a limited service hotel, and is involved with its holding company, Meridian Hospitality LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making through asset allocation, retirement, insurance, and estate planning analyses.

Kareem Chehab is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to clients. He works closely with individuals to identify their financial goals and develop tailored portfolio strategies aimed at addressing a range of priorities, including home buying, education funding, elder care, and healthcare planning. Kareem holds a Bachelor's Degree from the University of Michigan System and has earned the Personal Investment Advisor (PIA) designation. He offers ongoing advice and guidance to adapt clients' portfolios in response to changing needs, serving as a resource for investing, retirement planning, and other financial matters. Additionally, he can connect clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Committed to understanding what matters most to his clients and their families, Kareem emphasizes a collaborative approach to help pursue their short-, mid-, and long-term financial goals.

Matthew Oliver is a financial advisor at Raymond James & Associates with 21 years at the firm and 11 years of industry experience. He holds the Series 66 designation and is based in Farmington Hills, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets and serving a broad client base including individuals, institutions, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

Mikaila Mc Carthy is a financial advisor at Ameriprise Financial Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and Blumark Financial Advisors. Outside of her advisory role, she is involved in independent insurance brokering, specializing in disability income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver personalized, non-discretionary retirement advice.

Michael Burgher is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and maintain comprehensive financial plans tailored to their individual needs and preferences. He aims to provide value during each engagement and serves as a reliable member of the advisory team with clear communication standards. Michael's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Field Underwriter at Symmetry Financial Group. Earlier in his career, he worked as a Mortgage Loan Originator at Quicken Loans (now Rocket Mortgage). Outside of his professional work, Michael has interests in baseball, concerts, playing musical instruments, music, parenthood, and reading.

Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following a year at Wells Fargo Clearing. Outside of his advisory role, he is a managing member of Battenberg Investment Co LLC, where he is involved in investment decisions. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Martin Harban is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience working with employees and business owners, focusing primarily on retirement planning. Martin advises clients across various areas including divorce transition planning, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, personal retirement planning, portfolio management services, small business strategies, and retirement income. Throughout his career, Martin has engaged with thousands of individuals to discuss financial topics and develop personalized savings plans. He emphasizes a one-on-one approach to create financial strategies tailored to each client's unique goals. His expertise encompasses money management, stocks, bonds, annuities, and 401(k) plans, with a focus on helping clients understand how these elements integrate within the broader market and economy. Martin holds a Bachelor's Degree from Drake University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also participates in community activities and dedicates time to volunteering. Outside of his professional work, Martin enjoys fishing, football, reading, running, and spending time with his family.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Farmington, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 within a non-discretionary advisory program.

Brian Schuessler is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Joaquin Gouch II is a financial advisor with Merrill Lynch Wealth Management, specializing in retirement planning, wealth management, and exit planning. He works with individuals, business owners, and organizations to develop strategies that align financial decisions with long-term goals and personal values. His expertise encompasses college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquin earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. He holds Series 7 and 66 FINRA registrations and is registered in multiple states. A native of Metro Detroit, Joaquin supports several community-based organizations such as Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He has a passion for volunteerism and mentoring youth. Joaquin and his wife live in Farmington Hills, where they spend time with family, enjoy watching movies, and remain physically active.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Scherer is a CFP®-certified financial advisor with 16 years of experience, currently working at Edward Jones since 2010. He holds the Series 66 designation and is based in Waterford, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Michael Lehman is a financial advisor at Ameriprise in Bloomfield Hills, MI, holding Series 65 and Series 66 credentials with 19 years of industry experience. His career includes roles at UBS Financial Services and Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, delivering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Scott Schropp is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America, N.A. since 2011. Outside of his advisory role, Schropp is involved with the Schropp Family Fund, a donor-advised charitable organization affiliated with the Saginaw Community Foundation. 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 individuals, high-net-worth clients, and institutions.

Glen Gheesling is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Beth Brooks is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 24 years of industry experience, with prior roles including positions at Millennium Business Systems and Citizens Securities. Brooks is based in Farmington Hills, MI. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kelly Petrocella is a CFP® professional with 25 years of industry experience. She has worked at Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jill Governale is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party managers and supports trading, account administration, and custody.

Raymond Hopper is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.