Kelli Marquardt is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Merrill during her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through various direct and corporate channels.

Todd Sterling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was affiliated with Raya and Waddell & Reed Inc. Sterling operates Tsterling PLLC and Sterling Wealth Solutions PLLC as financial professional entities. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management approaches and maintains both proprietary and third-party model strategies, with various platform options tailored to client objectives.

Andrew Zale is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. He holds the Series 66 designation and is based in Troy, Michigan. Outside of his advisory role, Zale serves as chairman of the Safety Paths and Trails Committee and is a trustee for Oakland Township. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research from LPL Research.

Sara Kellenberger is a financial advisor at Equitable Advisors in Troy, MI, holding Series 66 and Series 63 licenses with two years of industry experience. Before joining Equitable Advisors, she worked at Progressive Wealth Group and DFCU Financial, where she spent a total of 19 years. She also serves as power of attorney and co-trustee for Robert K. Kellenberger. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

John Zekaj is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2012 in various roles. Prior to his current position, he was involved with Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Klaus Poser is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2005. 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 brokerage, distribution, and investment management capabilities.

Jeffrey Farah is a financial advisor with UBS Financial Services in Royal Oak, MI, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the finance committee of the Whaley Children's Center, advising on investment decisions and participating in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and tailored investment strategies.

Reynaldo Arceno Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Christie Hecht is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she worked for nine years at Ultimate Kronos Group. Outside of her financial advisory role, she occasionally writes women's fiction books and other publications. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, and custody services with a combination of non-discretionary guidance and access to affiliated discretionary investment options.

Jonathan Suzio is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked with LPL Financial and Capstone Wealth Management since 2020. In addition to his advisory work, Suzio is a licensed notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.

Angelo Fontanesi is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2010, including six years at the current firm. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Richard Jackson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Shane Skerbe is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at firms including Paychex and UMU Technology LLC. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tack Yong Kim is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025 and has extensive experience in other business ventures, including marketing, operating Mikom LLC, and involvement with The Michigan Korean Weekly. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Paul Zarkowski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. In his current role, Paul assists clients in creating investment plans utilizing Fidelity's tools and resources to support their financial goals both today and in the future. He emphasizes integrity and a commitment to listening and understanding his clients' situations and investment needs. Paul's approach centers on providing personalized investment strategies tailored to individual client circumstances. His experience at Fidelity Investments has equipped him with knowledge in investment consulting and financial planning. Outside of his professional work, Paul enjoys attending concerts, playing golf, watching movies, and running.

Thomas Vandoorne is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he co-owns Firma Financial Planning, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Matthew Flynn is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ameriprise, Concorde Investment Services, and L.M. Kohn & Company. He serves as a board member of the Troy Chamber of Commerce. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a nationwide network of over 10,000 advisors.

Charles Pierce Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial Advisors for 13 years before joining OSAIC in 2023. Outside of his firm roles, he has served as a statutory agent for Midwest Financial Advisors and provides advisory services through other financial entities. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients with integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools and third-party platforms to offer customized portfolio management across various asset classes for its clients.

Rachel Maceri is a financial advisor with LPL Financial in Troy, Michigan, holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Raymond James Financial Services and Mass Mutual Investors Services, as well as operating a yoga business, Updog Yoga, where she continues to work as a substitute instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, combining proprietary research and third-party models to support diversified investment strategies.

Patrick Purczynski is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and having 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved in managing his own business, PJP Ventures. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.