Jennifer Rohde serves as a Financial Advisor at Merrill Lynch Wealth Management, where she assists individuals and families by simplifying their finances, investing with purpose, and planning for the future. Her professional focus includes guiding clients through all stages of their financial journey, from establishing sound financial habits and savings plans to preparing for retirement and preserving wealth for future generations. Her approach emphasizes thoughtful, personalized financial planning designed to help clients navigate market activity, macroeconomic factors, and financial products to create long-term plans aligned with their goals and values. Jennifer prioritizes clear communication, practical experience, and leveraging resources within her enterprise to empower clients in their financial decision-making. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Western Michigan University. Outside of her professional role, Jennifer enjoys spending time with her family and participating in community organizations including Capuchin Soup Kitchen, Cub Scouts - Pack 481, and Susan G. Komen. Her personal interests include antiquing, boating, camping, gardening, horseback riding, interior decorating, painting, pottery, and traveling.

Mark Rowley is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Mullin is a financial advisor with LPL Financial in Troy, MI, holding a Series 65 designation and eight years of industry experience. He also operates MTM Consulting LLC and has been a licensed CPA with his own accounting practice, Mark T Mullin CPA, since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers advisory programs, financial planning, and retirement plan consulting supported by research, model portfolios, and various management options.

Michael Kovie is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as a finance committee subcommittee member for the Reflection Lakes Homeowners Association, a voluntary nonprofit role. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a notable focus on public finance, municipal work, and institutional consulting.

Robert Peabody Jr. is a financial advisor with Raymond James & Associates in Grosse Pointe Farms, MI, holding Series 63 and Series 65 designations and totaling 44 years of industry experience. He has been with Raymond James & Associates since 1999. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

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 with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Vector Marketing and Western Michigan University. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with specialized public-finance and institutional consulting services.

Joseph Dallo is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 license and eight years of industry experience. He has concurrently served as a patent examiner at the United States Patent and Trademark Office since 2012 and practices estate planning law through Dallo Estate Planning, PLLC. Dallo also works as a legal advisor for D.A.T. Ventures, LLC, and has engaged in ghostwriting. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Van Hauswirth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1995. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Thomas Aubrey is a financial advisor at Edward Jones in Birmingham, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience, all at Edward Jones since 2008. He serves as a board member of Precision Inventory, LLC. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors. The firm offers various advisory strategies, affiliated investment products, and operates under a fiduciary standard.

Paul Monacelli is a Series 66-licensed financial advisor with UBS Financial Services in Lake Orion, MI, where he has worked since 2009. He has 20 years of industry experience. Outside of his advisory role, he manages family-related business entities involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Michael Lau is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Sageview Advisory Group and Bloomfield Hills Financial. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Camden Quenneville is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He previously worked at PFS Investments Inc. and has held various roles outside finance, including positions in culinary services and window repair. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

Martin Reid is a financial advisor with LPL Financial based in Grosse Pointe Woods, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Linsco/Private Ledger since 2006. Reid serves on the advisory board for the Capuchins, a nonprofit organization, without compensation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios from multiple sources.

Jessica Brannan is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following five years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial, where he has been since 2022. Outside of advisory work, he is involved in business ventures including ownership of an MRI imaging company and a technology assistance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicholas Jallos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Rose is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Financial Group since 2007. Outside of his advisory role, he is an agent involved in life insurance, property/casualty, health, group life, group health, disability insurance, long-term care, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jason Walbridge is a financial advisor with Ameriprise in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he provides administrative and paraplanning support to another financial advisor through Fitzhugh Services LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Stacy Moskowitz is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Emerson (ASCO, L.P.) for six years before joining LPL Financial. 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, model portfolios, and retirement plan consulting.