William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Thomas Klippstein is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. He is based in Grosse Pointe Farms, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Angela Pepper is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017 following a year at National Planning Corporation. 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 proprietary and third-party research.

Ronald Stempin is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience advising individuals, families, businesses, and non-profit organizations. He works with clients nationwide, with a primary focus in the Metro Detroit area. Ron takes a personalized approach to client relationships, customizing strategies by leveraging the firm's resources to meet unique financial goals across various market cycles. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits, among others. Ron has held leadership roles such as Sales Manager for the Merrill Detroit Metro Complex and employs a variety of investment approaches to tailor advice. Ron earned a Bachelor of Arts in Economics with a Minor in Business Administration from the University of Michigan-Dearborn, where he also played college basketball. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved in his community as a basketball coach and participates in activities including baseball, basketball, boating, football, golfing, running, and spending time with his family. Ron and his wife Rhoda reside in Harrison Township with their three children.

Brett Bergmoser is a CFP® with 28 years of experience in the financial industry and has been with UBS Financial Services since 1998. He is based in Rochester Hills, MI, and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to customize client plans.

F Keogh III is a financial advisor with Ameriprise in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 23 years at Raymond James & Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using research, modeling, and tax-efficiency analysis to support client planning, with a focus on assets held in Ameriprise-managed accounts.

Travis Leta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank NA since 2011. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Jordan is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and DWS Financial. Outside of finance, he has been involved with Red Run Golf Club for six years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Cameron Marnoch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their savings and spending needs, helping to create comprehensive financial plans that align with both their short and long-term goals. Prior to this, Cameron served as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Cameron has developed experience in financial planning and client relationship management. He focuses on collaborating with clients to develop strategies that support their financial objectives. Outside of his professional work, Cameron has interests in comedy, concerts, food, golf, music, and volunteering.

James Mazure is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously in roles at Sugarbush Tavern, Rapid Home Lending, and other varied positions. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Joseph Dimauro is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of investment experience to his role. He specializes in serving high net worth business owners, affluent families, corporations, and institutions, focusing on areas such as family wealth management strategies, executive compensation, and socially responsible investing. Since joining Merrill in 2017, Joseph has leveraged his extensive background from previous positions at Northern Trust, AllianceBernstein, and OppenheimerFunds to develop personalized financial strategies tailored to each client's unique goals. Joseph holds both an MBA and a Bachelor's degree in Economics from the University of Michigan. He is also an Adjunct Professor of Finance at Wayne State University's Mike Ilitch School of Business. His professional designation includes Personal Investment Advisor (PIA). Fluent in English and Italian, he engages with the community through his involvement with organizations such as the Children's Foundation of Michigan, Grosse Pointe Academy, and the Pope Francis Center. Committed to understanding client priorities and the complexities of their lives, Joseph focuses on building financial frameworks that help clients live the best life possible with the resources they have available today. Outside of his professional work, he enjoys cooking, golfing, running marathons, skiing, and practicing yoga.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. 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 affiliated brokerage and investment management capabilities.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.

Kevin Ferhadson is a financial advisor with Ameriprise in Rochester, MI, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he oversees operations and strategic direction for True Team Operations, LLC, a business supporting his financial planning practice. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a centralized consulting team that uses research and modeling to deliver tailored, tax-efficient retirement income recommendations.

John Steves is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lori Bebee is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 32 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Outside of finance, she owns and operates My Style Jewelry and Beads, a crafts business she has managed for over a decade. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

Michael Tocco is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, J.P. Morgan Securities, and an earlier tenure at Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing 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 a structured, algorithm-supported process to generate personalized retirement income plans.

Jeffrey Manzella is a CFP® professional with 17 years of industry experience, currently advising at OSAIC since 2018. He has held previous roles at Signator Investors Inc from 2009 to 2018 and leads 30,000 FT Wealth Management, where he serves as president. Manzella’s business activities include sales and marketing of securities, investment advisory, and fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing various portfolio construction tools and supports both discretionary and non-discretionary account management.

Barbara Van Der Maas is a financial advisor at Morgan Stanley in Troy, MI, with 5 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and analytical tools, managing approximately $2.74 trillion in client assets.

Joseph Pearlstein is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked at Walsh College and has held positions in retail and food service. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, integrating adviser programs with a range of financial products.