Mark Mullin is a financial advisor with LPL Financial in Troy, MI, holding a Series 65 designation and nine years of industry experience. He has worked at LPL Financial since 2019 and previously operated MTM Consulting LLC for four years. Additionally, Mullin is a CPA and owner of Mark T Mullin CPA, a firm he has run since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,900 advisors.

Daniel Curtis is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at United Wholesale Mortgage and roles at Grandville High School and Addix Sportswear. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Eric Frantz is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include long tenures at Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers diversified investment strategies through its extensive network of investment adviser representatives.

William Freeman is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Stacie Duclos is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, JP Morgan Chase Bank, and LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Zade is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research since 2015. Prior to that, he was with LPL Financial and Financial Planning Services from 2010 to 2015. Outside of his advisory role, he is an independent insurance agent and operates his own business entity, Stephen Zade Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers a range of services including financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Brad Peltier is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill and J.P. Morgan Chase. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lewis Walterhouse III is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Vector Marketing and Western Michigan University. 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, institutional plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

Jay Kuhn is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he supports Coffield and Associates by producing and publishing Money Guide Pro materials and assisting with administrative duties. Ameriprise serves clients primarily through a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, emphasizing assets held in Ameriprise-managed accounts.

John Sauber is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including its predecessor Axa Advisors. Outside of his advisory role, Sauber serves as an administrator or executor for family estates and as a trustee for an aunt. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, including both non-high-net-worth and high-net-worth clients, as well as institutions and charitable organizations. The firm offers a range of advisory programs through a network of representatives, relying on third-party sponsors and affiliated asset managers for program implementation.

Enmar Alayoubi is a Series 66-designated financial advisor with 14 years of industry experience. He has worked at Fisher Investments since 2022 and previously spent eight years at Fidelity, including four years with Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach, combining quantitative and qualitative research, and employs tax-aware processes and risk management techniques.

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 with J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Sageview Advisory Group and Bloomfield Hills Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Martin Reid is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Linsco/Private Ledger since 2006. Reid serves on the advisory board for the Capuchins, a nonprofit organization, without compensation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, combining technology tools with diverse investment platforms.

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.

Logan Davies is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage and JM Outreach Solutions. 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 clients including individuals, high-net-worth clients, and institutional investors.

Jarrett Broecker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the United States Property & Fiscal Office of Michigan, The Home Depot, the Michigan Army National Guard, and Fenton Township. He is based in Troy, Michigan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and advisory roles to registered investment companies and fund-of-funds.

Michael Block is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Citigroup Global Markets since 2004 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Dennis Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Innovative Financial Inc. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Innovative Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and affiliated and third-party managers.

Susan Brown is a Series 66-licensed financial advisor with Edward Jones in Sterling Heights, MI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.