Richard Multhaupt is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63, 65, and 66 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Wirtanen Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Benjamin Topping is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, PRUCO Securities, LLC, Blue Ridge Partners, ARIX Technologies, and graduated from Yale School of Management. Outside of advising, he is a live broadcaster and commentator for RIW Hobbies and Games and serves as a non-profit board member for the Yale Club of Michigan. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products and participates in collateralized lending through affiliated entities.

Eric Chandler is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Kay Durow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her spouse and is a standby guardian for her brother. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

George Zobian is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services, Inc. and Questar Asset Management. Outside of his advisory role, he is also licensed as an insurance agent, selling approved insurance products and annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using firm-provided tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Charles Snyder is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Spc and Sigma Financial Corporation from 2005 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Shane Wummel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at SGW Holdings, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Elliott Hurford is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fifth Third Bank NA for nine years. Hurford is also a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Lori Wilson is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at Snider Financial and Freedman & Goldberg, CPA's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved tools.

Christopher Ohlert is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. He is also involved in several financial services ventures, including ownership roles in United Planning Group and UPG Financial, and holds a position as president of COHLERT LLC. Additionally, he sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary investment authorities.

Sara Uh is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Troy, MI. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. from 2018 to the present. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Samantha Suhrcke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her career in 2026. Her prior experience includes roles at JPMorgan Chase Bank, Morgan Stanley, and the United States Postal Service. Outside of her advisory work, she has been involved with several local clubs, including the Country Club of Detroit, the Grosse Pointe Yacht Club, and the Neighborhood Club of Grosse Pointe. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Luke Krupp is a financial advisor with Equitable Advisors in Durand, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Shipt and Threshold, and he is also the owner of Krupp Painting, a small business he has operated since 2019. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet diverse client needs.

Alyssa Flevaris is a financial advisor at Equitable Advisors with three years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to joining Equitable Advisors in 2022, she worked at Financial Independence, LLC and held positions at Michigan State University and Schoolcraft College. Outside of finance, she has worked as a waitress at Highland House Restaurant since 2018. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored programs and various endorsed TAMPs.

Dana Davis is a financial advisor at Morgan Stanley in Troy, MI, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Ryan Kerchoff is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at Fastenal and WM, among others. Outside of his advisory work, he serves as an independent scout for Blue Dragon Hockey, a hockey consulting agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jaime Wolfe is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining OSAIC in 2024, Wolfe worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Wolfe co-founded and serves as Vice President and Treasurer of NBS Animal Rescue, a nonprofit focused on rescuing at-risk dogs. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Mark Thistlethwaite is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeled outcome simulations.

Dennis Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Canyon Realty LLC, where he has served as a real estate agent since 2007. Additionally, Richardson has ownership and supervisory roles in a third-party administrative firm, Michigan Pension Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to LPL Research and third-party model portfolios.