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.

Thomas Klippstein is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-sponsored financial planning arrangements.

Angela Pepper is a financial advisor with LPL Financial in Shelby Township, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. She joined LPL Financial in 2017 after working at National Planning Corporation for one year. 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 portfolios, third-party asset management, and institutional platforms.

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, MI, holding Series 63 and Series 65 credentials and 48 years of industry experience. He worked at Raymond James & Associates for 23 years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Travis Leta is a financial advisor with J.P. Morgan Securities in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank NA, Osaic FA, Inc., and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates an ESG eligibility framework.

Christina Falahee is a financial advisor at Morgan Stanley in Birmingham, MI, with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked as a Health Plan Advocate and at Lifetime Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and analyses.

Michael Jordan is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and DWS Financial. Outside of finance, Jordan has experience working at Red Run Golf Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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.

Michael Mitchell is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. He has previously worked at Infinex Investments, Inc., Flagstar Bank, and Hillsdale College. In addition to his advisory role, Mitchell serves as an assistant branch manager and licensed banker at Flagstar Bank. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Maxwell Graven is a Series 65-licensed financial advisor with Fisher Investments, based in Birmingham, MI, and has four years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at the University of Arizona, Valley Chain & Gear, Altria, Kidder Matthews, and Unite. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

James Mazure is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at Sugarbush Tavern, Rapid Home Lending, and other firms. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, provides access to third-party asset managers and model portfolios, and offers financial planning and consulting services.

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.

Garett Eschels is a financial advisor with Cetera in Birmingham, MI, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His background includes roles at Concourse Financial Group Securities Inc and American General Life Insurance. He also operates Eschels Financial Group Inc, focusing on insurance sales and service. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience and a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and also holds a position with JPMorgan Chase Bank, N.A. since 2011. His prior experience includes roles at Fifth Third Securities, Chase Investment Services, PNC Wealth Management, Natcity Investments, and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

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.

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.

Jay Keranen is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Advisory Board and Advisory Board of Michigan State University’s Broad College of Business, participating in student engagement and mentorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, supported by structured planning tools and advisory services.

Lori Bebee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 33 years of industry experience. Her career includes roles at Prudential Insurance Company of America, MetLife Securities Inc., and Massachusetts Mutual Life Insurance Company. Outside of finance, she owns and operates My Style Jewelry and Beads, a craft business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.