Sante Bologna is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including sales and marketing at Patriot Auto Services. Outside of his advisory work, he operates private sales through eBay. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Mitchell Tokowitz is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. In addition to his advisory role, he is involved in tax preparation and accounting services. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Tyler is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, David worked as a Financial Adviser at Allstate Insurance Company, as a Wealth Management Consultant at The Phoenix Companies, and as a Financial Adviser at Edward Jones. David specializes in guiding clients through an extensive financial planning process that addresses their personal goals, investment needs, and risk tolerance. He is committed to helping clients create long-term financial plans and regularly monitors and updates these plans in collaboration with clients to help avoid common financial mistakes.

Brandon Cholagh is a financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Erin Gunnell is a CFP® certified financial advisor with 22 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services INC and SII Investments Inc, and has served as a producer at Platinum Wealth Management Group since 2011, where she offers fixed insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Matthew Lively is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and also has experience with Beatty, Betts & Associates. Outside of finance, he owns MattLively Media and freelances for broadcast productions on occasion. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations in partnership with its financial advisors.

Ryan Radyko is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with various Raymond James entities since 2011. 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 institutional fiduciary solutions with a range of portfolio management styles and affiliated research options.

Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Elio Kollcinaku is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and The Burzynski Group. His background also includes five years at AmericAir Control prior to entering the financial services industry. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver algorithm-supported, non-discretionary retirement income recommendations.

Richard Abernathy is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equity Services, Inc., Preferred Financial Partners, and Consulting Services Support Corporation. In addition to his advisory role, he serves as a Compliance Principal for Preferred Planning Partners, LLC, where he oversees daily supervision for his office and downstream advisors. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports various investment platforms, including third-party managed accounts and alternative investments.

David Gallina is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he owns and manages several investment-related entities, including Danimar Holdings Inc. and DMICS Holdings LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad array of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Evan Pawloski is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 license and eight years of industry experience. He has worked at LPL Financial since 2019 and previously was with FSC Securities Corp, Paychex, and Financial Independence. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alyssa Cox is a Series 66-registered financial advisor at Merrill with one year of industry experience. Prior to entering the financial services field, she held various roles in the hospitality and retail sectors. Merrill, along 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 strategies for individual, high-net-worth, and institutional investors.

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Michael Eldridge is a financial advisor with Raymond James & Associates in Troy, MI, holding Series 65 and Series 66 designations and three years of industry experience. His previous firms include Equitable Advisors, Voya Financial Advisors, and Marlin Financial Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a broad range of portfolio management strategies.

Tammy Fleming is a financial advisor at Edward Jones with over 26 years of industry experience. She holds a Series 66 designation and is based in Clarkston, MI. Fleming has spent her entire career with Edward Jones, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Logan Guthrie is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, business owners, and families to navigate complexities related to significant wealth, focusing on areas such as wealth preservation, growth, retirement, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned a Bachelor's Degree from Central Michigan University and completed his high school education at Alpena High School. Outside of his professional role, Logan enjoys spending his free time fishing, golfing, and hunting, often in various locations throughout Michigan.

Nathan Grobbel is an advisor with Merrill based in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His recent work history includes roles at Merrill Lynch and Bank of America. Outside of advising, he has been involved with the Oakland Hills Country Club for several years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Thompson is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.