Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. Her prior roles include tenures at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Ohio National Financial Services. Outside of advising, she is a business owner overseeing a dance studio in Buffalo, NY, and serves on nonprofit boards including The Baldwin Center and Oakland University School of Business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.

Nancy Goebel is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. She is based in Sterling Heights, MI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Kelli Marquardt is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney and Merrill during her career. Marquardt is based in Troy, MI. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Andrew Zale is a CFP® with 23 years of experience in the financial services industry. He has been with LPL Financial since 2010 and previously worked at Robert Baird & Co. in 2010. Outside of his advisory role, he serves as chairman of Oakland Township's Safety Paths and Trails Committee and is a trustee for Oakland Township, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a network of investment adviser representatives.

Sara Kellenberger is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at DFCU Financial and Progressive Wealth Group. She is also a co-trustee and holds power of attorney for Robert K. Kellenberger. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party programs while providing ERISA fiduciary services to qualified plans.

John Zekaj is a Series 66-licensed financial advisor with Ameriprise in Troy, MI, with six years of industry experience. His career includes prior roles at Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

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 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2015, with prior experience at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

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.

Angelo Fontanesi is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2010, including six years at the current firm. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Richard Jackson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. 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 leverages both proprietary and third-party advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tack Yong Kim is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025. Outside of his advisory role, he has been involved with DoDream Marketing since 2016, Mikom LLC since 2009, and The Michigan Korean Weekly since 2001. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Richard Noethen is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

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.

Christopher Scupholm is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Rollins College and South High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendations and ongoing advice. The firm's approach incorporates proprietary investment research, third-party data, and algorithmic tools, with distinct enrollment criteria and a product ecosystem influenced by affiliated fund relationships.

Matthew Flynn is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ameriprise, Concorde Investment Services, and L.M. Kohn & Company. He serves as a board member of the Troy Chamber of Commerce. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a nationwide network of over 10,000 advisors.

Charles Pierce Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial Advisors, Comerica Securities, KeyBanc Capital Markets Inc., and Merrill. Outside of his primary role, he serves as a client advisor for UHY Wealth Management and acts as statutory agent for Midwest Financial Advisors. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various risk management tools.

Andrew Spearman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC, SageView Advisory Group, and First Allied Securities. Outside of his advisory work, he serves as Treasurer of the Grosse Pointe Library Foundation and is a successor trustee of the Spearman Family Trust. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser that oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide network of advisors and a range of portfolio management strategies.