Jeffrey Jacques is a financial advisor with Edward Jones in Clarkston, MI, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets under management.

Ryan Zimmer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include academic positions at Michigan State University, Miami University, and the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base including registered investment companies and charitable funds.

Gerald Shiner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with OSAIC since 2023 and has concurrently worked at SagePoint Financial since 2015. Shiner also serves as Director of Retirement Services at Michigan Planners, a corporation focusing on company benefits where he consults on employee benefit plans. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Matt Rizor is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at General Motors for 24 years. 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, and retirement consulting, utilizing model portfolios and research from multiple sources.

Clayton Winkler is a CFP® with 24 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes 13 years at Woodbury Financial Services and ongoing work with Wiklund & Bond Financial Services. He is the founder and chairman of Dogtags 4 Jesus, Inc., a nonprofit organization. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by firm-provided asset-allocation tools and access to third-party money managers.

Robert Hein is a financial advisor with LPL Financial in Utica, MI, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Hein is involved with RH3 Consulting Inc., a non-investment-related business entity, and he also provides tax preparation and accounting services through Qolity Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by model portfolios, research, and various management options.

Travis Smith is a CFP® with 17 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services since 2008 and holds a Series 63 designation. In addition to his advisory role, he is operations manager and co-branch manager at JLS Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional investing through a broad advisor network.

David Miller is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management Inc. for over a decade. Miller is also the owner of North Coast Financial Advisors, an LLC involved in securities and insurance. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managed accounts. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Evan Storozhenko is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Mercantile Bank and worked in several roles at Michigan State University and other organizations. 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 individual and institutional clients.

Kenneth Pallach is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley entities since 2009, currently serving at Morgan Stanley Private Bank, N.A. in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include integrated planning without individual security recommendations as part of standalone programs.

Chris Liparoto is a Wealth Management Advisor with over 30 years of experience in providing financial and wealth management advice and services. He is a Managing Director at Merrill Lynch Wealth Management, where he supports clients including families, business owners, retirees, and professionals in pursuing their financial goals through customized strategies. His areas of focus include wealth management, investment-based strategies, estate and wealth transfer, money management selection, as well as financing and treasury management strategies for small businesses. Chris holds a Bachelor's degree in Economics and Sociology from Michigan State University. He has earned the Certified Investment Management Analyst (CIMA) designation, the Certified Plan Fiduciary Advisor (CPFA) designation, and the Chartered Retirement Planning Counselor (CRPC) designation. His credentials reflect his commitment to professional standards in financial planning and wealth management. Residing in Oakland Township, Michigan, Chris lives with his wife and four sons. He and his family are actively involved in sports and music, and they enjoy traveling together, including annual trips to Colorado. Chris has been involved in community service for over 15 years, serving on various nonprofit boards. He currently serves on the Board of Directors for Notre Dame Preparatory School in Pontiac, Michigan.

Scott Faulkner is a Senior Financial Advisor at Merrill Lynch Wealth Management with 28 years of experience. He focuses on offering a comprehensive approach to managing wealth by understanding clients and their financial situations, then creating customized strategies that adapt to changing needs and market conditions. Scott provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. Throughout his career, Scott has guided individuals, families, and organizations through complex financial decisions with an emphasis on simplifying challenges and prioritizing people. His expertise includes strategic planning, team leadership, relationship building, and guiding clients through change and transition. He has also been involved in mentoring younger advisors and collaborating across departments to ensure consistent client success. Scott holds a Personal Investment Advisor (PIA) designation, a Bachelor's Degree from Western Michigan University, and a High School Diploma from Lahser High School. He follows Merrill's tradition of community involvement and volunteers with organizations such as the Karmanos Cancer Institute Partners. Outside of work, he enjoys activities including boxing, football, golfing, ice hockey, reading, soccer, spending time with his family, tennis, and traveling.

Walter Kadell Jr. is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience. He has been affiliated with LPL Financial and the Financial Services Group of Michigan, Inc. since 1998. His additional business activities include work related to non-variable insurance trails for individual and group life, health, disability, and fixed annuities. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Uffelman is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2019, following 13 years at Oppenheimer & Co. Outside of his advisory work, he serves on the advisory council and investment committee of Racquet Up Detroit and holds leadership roles with the Racquet Up Detroit Foundation, supporting minority youth mentorship and education. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Leeland Runestad is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides ongoing advice and adapts client portfolios as their needs evolve. His client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Leeland holds the Personal Investment Advisor (PIA) designation and has an associate's degree from Oakland Community College in addition to a High School Diploma from Powers Catholic High School. Outside of his professional role, Leeland enjoys boxing, fishing, golfing, hunting, music, reading, spending time with his family, and watching movies.

Kent Chesney is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he is an owner and partner of Elle Homes LLC, a residential home construction general contracting business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Barbara Kreitsch is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns Glidden Solutions Inc., an LLC that manages employees supporting her financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

David Hudson is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advisory work, he owns a tax preparation business in Clarkston, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor oversight and delivers a broad range of advisory, brokerage, and insurance solutions.

Keith Mahle is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has held roles at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1996. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis provided by its Global Investment Committee.

Scott Hazelton is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his financial advisory role, Hazelton serves as a Reserve Deputy for the Oakland County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.