Charles Adams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.

Jaime Mccauley is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a guardian for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research and analytics to support investment decisions while offering a range of brokerage and advisory solutions.

Reid Beyerlein is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial and its related entities since 2007. Outside of his advisory role, he owns and operates two businesses: Bline Investments and Ties Like Me, a networking organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports advisory programs with a focus on risk profiling and outcome modeling.

Autumn Szlaga is a Series 66-registered financial advisor with Morgan Stanley in Troy, MI, and has been with the firm since 2026. Prior to joining Morgan Stanley, she worked at American Axle and Manufacturing and Great Oaks Country Club. 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 analytical models.

Scott Lundberg is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Lincoln Financial Advisors, Sigma Financial Corporation, and Spc. Lundberg offers estate planning services through platforms such as Encore Estate Plans and Trust & Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies within both discretionary and non-discretionary management frameworks.

Jerome Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of advising, he is president and owner of Cornerstone Benefit Plans, Inc., where he consults on employer-sponsored benefit programs, and serves as a delegate for the Oakland Township Republican Party. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals and risk tolerance.

Gary Barney is a financial advisor at LPL Financial in Troy, Michigan, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America, The O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Kendra is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, among other roles. Outside of his advisory work, he is involved in local sports media, broadcasting high school football games and writing sports articles for the Local Sports Journal in Muskegon, Michigan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance sales and collateralized lending services.

David Trimble is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he provides simple wills for friends and family on a voluntary basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Maeghan Holmes is a financial advisor at Morgan Stanley in Troy, Michigan, with 14 years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at Merrill and Bank of America. Outside of her advisory role, Holmes operates an Etsy shop selling handmade and vintage items. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Carmela Bowman is a financial advisor with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2026, Bowman spent 13 years with Commonwealth Financial Network. She serves as the treasurer for the American Association of University Women in St. Clair Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs and affiliated advisory firms.

Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.

Kasey Altenbernt is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Altenbernt is involved with a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products. The firm combines adviser programs with insurance sales through an affiliated agency and supports discretionary and non-discretionary investment strategies.

Eric Neubecker is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following a 10-year tenure at Ameriprise Financial Services. Outside of his advisory role, he serves as a successor trustee for an investment-related family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Rossetter is a Series 66-credentialed financial advisor at Equitable Advisors with four years of industry experience. His prior work includes roles at Raymond James and Uber, as well as seven years at Oakland University and eight years at Dunkin Donuts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, offering both discretionary and non-discretionary management under specific controls.

Steven Dunmire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His background also includes time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

David Evola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory work, he serves on the board of directors of the Detroit Athletic Club Car Club and manages Evola Management, a business that operates his office and handles administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, emphasizing the use of Ameriprise-managed accounts.

Frank Eirosius is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jackson. Outside of finance, he has been employed at Dawn Foods since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory programs with the sale of financial products and insurance.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Co. of America, PRUCO Securities, LLC, The O. N. Equity Sales Company, and Ohio National Financial Services. Outside of her advisory role, she serves on nonprofit boards at The Baldwin Center and Oakland University School of Business and owns a dance studio in Buffalo, NY. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.