Susan Brown is a Series 66-licensed financial advisor with Edward Jones in Sterling Heights, MI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.

Cameron Stiles is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Strategic Financial Services and First Allied Advisory Services, among others. Outside of his advisory role, he is involved with Financial Wellness Managers, LLC, a business related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Sloan Klaski is a financial advisor with Edward Jones, holding the Series 66 designation and currently in the first year of his advisory career. Prior to joining Edward Jones in 2025, he worked at Novartis and Cintas, and spent six years at Saginaw Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Jacob Rose is a financial advisor with Mass Mutual Investors Services in Belmont, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Rose has been with MassMutual Financial Group and MML Investors Services since 2007 and is also involved with Take A Label, Inc., where he has been active since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships with clients.

Lance Smith is a financial advisor with LPL Financial, holding the CFA® and Series 66 designations and bringing 10 years of industry experience. His previous roles include positions at Guglielmetti Asset Management, Commonwealth Financial Network, and Raymond James. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with research, model portfolios, and various operational tools.

Charles Powers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Barton Malow and Young Entrepreneurs Across America, as well as teaching positions at Shelby Junior High and Eisenhower High School. 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 and access to various portfolio management programs, supported by its extensive network of investment adviser representatives.

Jason Walbridge is a financial advisor with Ameriprise in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he provides administrative and paraplanning support to another financial advisor through Fitzhugh Services LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Daniel Friedel is a Series 66-licensed financial advisor with Equitable Advisors, based in Troy, MI, and has two years of industry experience. His prior work includes roles at Bosch, Wayne State University, Ferrante Manufacturing, and the University of Detroit Jesuit High School. He is also involved with Great Time Party Rental. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party advisory models and provides fiduciary services through credentialed representatives.

Scott Rentz is a financial advisor with Fidelity in Troy, MI, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has worked in various roles within Fidelity since 2005, including positions at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight and advisory services to multiple registered investment companies and intermediaries.

Joel Ehrhardt is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets services.

David Kenny is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James since 2015 and also serves as a wealth manager at Brayton Asset Management 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Faith Marzolf is a financial advisor with Stifel, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill Lynch Wealth Management and ITW Global Automotive. Marzolf also serves as a notary in Rochester, Michigan. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Fei Teng is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Teng had roles at Michigan State University and X-Tax. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Ryan Hansinger is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at Equitable Advisors since 2021 and serves as Director of Operations at AT Aspen LLC. Hansinger is also a networking member of the Rochester Regional Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering diversified investment solutions and ERISA fiduciary services through its network of Investment Adviser Representatives.

Ryan Barrett is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James since 2011 and is a 50% owner and partner in B&T Wealth Management, LLC, which supports his Raymond James practice. Barrett also owns RPB Financial Management, a support company, and holds a 50% ownership interest in R&R Investment Holdings, LLC. 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, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Kouya Takeshita is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMORGAN Chase Bank, N.A. and various entrepreneurial ventures such as Detroit Wing Company and Funding Pros LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Nicholas Wilkie is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process that incorporates both quantitative and qualitative analysis.

Jennifer Davis Papa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Merrill, Bank of America, Chemical Bank, and Principal Financial Services. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating ESG criteria and supported by affiliated implementation and portfolio services.

Maria Baron is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, and Citigroup Global Markets. Outside of her advisory role, she is involved in supervising an online boutique on Etsy that features coffee cups and t-shirts designed by her daughter. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Recommendations are supported by centralized due diligence and may include ESG considerations.

Eric Woodhouse is a financial advisor with Ameriprise in St. Clair Shores, Michigan, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Woodhouse owns Detroit River Outdoors, a business specializing in outdoor clothing apparel. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service tailored to those meeting specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.