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.

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.

Eric Whipple is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having worked previously at Wells Fargo Clearing and Wells Fargo Advisors. His background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client goals.

Travis Smith is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Prior to joining LPL Financial in 2021, he spent 11 years as Chief Advertising Officer at Stickradt Media Group/NorthOaklandSports.com and 14 years working with various insurance carriers for W & R Insurance Agencies. Outside of financial advising, he remains involved in advertising through his role at Stickradt Media Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment models across varying strategies.

Alban Londo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2016, following a decade at JPMorgan Chase Bank NA. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Melannie Kleven is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services through a select group of Wealth Advisors.

Keith Hatton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill and Bank of America since 2015. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dwight Diener is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Diener serves on the Board of Directors for the Bloomfield Historical Society and the Bloomfield Township Library. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Darryl Deriemacker is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63, 65, and 66 designations and bringing 21 years of industry experience. He has been with Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Lori Bebee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior roles include positions 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. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and various insurance products through affiliated entities.

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.

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 with LPL Enterprise in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in education at Walsh College and held roles in retail and service industries. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Stephen Cooper is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and advanced modeling tools, serving clients through a range of services including Corporate Financial Planning agreements.

Christopher Malley is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to each client's unique goals and changing market conditions. He provides access to Merrill's investment insights along with banking and lending solutions from Bank of America. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, divorce transition planning, and corporate retirement plan services. Christopher holds a Bachelor's Degree from Albion College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Christopher is committed to understanding what matters most to his clients in order to design customized wealth management approaches that pursue long-term financial goals while managing investment risk. He also participates in community service through volunteering, reflecting Merrill’s tradition of community involvement. Outside of work, his personal interests include adventure sports, boating, golfing, skiing, and swimming.

Nua Dushaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with seven years of industry experience. Dushaj has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to that, Dushaj worked at Great Oaks Country Club from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Bryan Kohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2009, he has concentrated on assisting high-net-worth individuals in integrating various aspects of their financial lives. Bryan collaborates closely with clients to design and implement wealth management strategies that address both short- and long-term goals, including college education planning, retirement preparation, legacy planning, and family wealth management. Bryan takes a holistic, client-focused approach to financial planning, seeking to understand clients' goals and financial situations thoroughly to provide tailored guidance. He builds networks with other professionals to ensure comprehensive support for his clients and emphasizes principles of integrity, dedication, accountability, and customer service. Bryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Michigan University. Outside of his professional role, Bryan enjoys basketball, football, ice hockey, running, cooking, traveling, watching movies, and spending time with his family.

Damon Brown is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He helps clients protect and grow their wealth through personalized investment strategies and advice, adapting to changing market conditions. Damon manages discretionary portfolios, selecting from Merrill Lynch model portfolios and third-party strategies to pursue client objectives. Damon holds a Bachelor's Degree from Western Kentucky University and completed the Accredited Certificate Program at the University of Michigan System. He has earned professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). His involvement extends to professional and community organizations such as the Detroit Young Professionals, Warwick Hills Homeowners Association where he serves as President Emeritus, the Grand Blanc Township Board of Trustees as a Trustee, and the Western Kentucky University Alumni Board's Young Alumni Council. From a young age, Damon demonstrated interest in financial management, balancing his family budget and setting savings goals. Outside of work, he enjoys baseball, basketball, boxing, cooking, fishing, football, golfing, horseback riding, hunting, and spending time with his family. Damon is committed to establishing strong relationships with clients and assisting them in making important financial decisions related to retirement, education, business, real estate, and legacy planning.