Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Beth Lappin is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement planning recommendations and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies.

Leslie Lister is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2026, Leslie worked at Ameriprise and Comerica Securities. Outside of financial services, Leslie is a member and co-owner of Carpe Diem BLMC, a real estate venture in Huntington Woods, MI. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Fred Kobler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with Cetera and its affiliates since 2015 and previously at Summit Financial Group Inc. Kobler is also the president and majority owner of United Tax Service Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a wide range of program options and custodial relationships.

Gerald Purdy is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 16 years. He is also co-owner of Firma Financial Planning, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Adriana Shkreli is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been employed at JPMorgan Chase Bank since 2013. In addition to her role at J.P. Morgan Securities, she is also an employee of JPMorgan Bank, where she offers certain banking products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Gongju Baek is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. Their prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, and Atomy America Inc. Baek holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Susanne Kullen is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wealth Strategies Financial Group and Securian Financial Services. Outside of her advisory work, she is a member of BRSK Management, LLC, a property management business, with no active duties. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income, tax efficiency, and Social Security strategies.

Renee Hof Lacey is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, serving a combined total of 13 years at the latter two firms. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a nationwide adviser network.

Bruce Greening is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Center For Wealth Planning Advisors, Inc. He is also a managing director at Kenwood Capital Advisors, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

Mark Ducharme is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and concurrently works with Innovative Financial Inc, where he serves as a financial professional and tax preparer. Ducharme is also president of Ducharme Financial Services Inc, an entity established for income tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.

Jeremy Coppola is a financial advisor at LPL Financial with three years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial, he worked at OSAIC and several other firms. Outside of his advisory role, he serves as a case manager and financial paraplanner at Cobblestone Financial Services. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Derrick Glencer is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Raymond James Financial. He worked at LPL Financial for 15 years before joining Raymond James in 2019. Outside of his advisory role, Glencer serves on the Board of Directors for the Birmingham Athletic Club in Bloomfield Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm focuses on tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Lisa Bailey is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has formerly worked at Ameriprise, Comerica Bank, and Comerica Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Joann Weingartz is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a personal representative for her mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Abraham is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Sigma Financial Corporation, Spectrum Financial Resources, and United Planners' Financial Services. Outside of his advisory role, he operates an independent insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Justin is a CFP® professional with 26 years of experience in the financial services industry. He has been with LPL Financial since 2009. He operates a DBA under the name Stratmore Financial Group in Troy, MI. 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 from LPL Research and third-party subadvisors.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kristine Koerber is a financial advisor with UBS Financial Services in Birmingham, MI. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including prior work at AB Bernstein from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.