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 CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. He has previously worked at SPC, Sigma Financial Corporation, Lincoln Financial Advisors, and Ameriprise. Lundberg also provides estate planning services through Encore Estate Plans and Trust & Will. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various advisory platforms and technology tools to support its large network of advisors.

Jerome Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, 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 provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers access to various advisory programs and third-party asset managers, focusing on aligning client goals with appropriate program models and fiduciary services.

Gary Barney is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Securities America, Inc., The O.N. Equity Sales Company, and Ohio National Financial Services. Barney is also involved in non-variable insurance activities as a part of his business operations. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

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 firms. Outside of his advisory role, he broadcasts local high school football games on the radio and writes sports articles for a local sports journal in Muskegon, Michigan. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

David Trimble is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, previously associated with Axa Advisors. Outside of his advisory work, he provides simple wills for friends and family on a volunteer basis as an attorney. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to suitable program models or discretionary managers, utilizing both proprietary and third-party solutions.

Maeghan Holmes is a financial advisor at Morgan Stanley with 14 years of industry experience. She has held positions at Merrill, Bank of America, and CUSO Financial Services before joining Morgan Stanley in 2018. Outside of her advisory work, she operates an Etsy shop, HolmesMade by Maeghan, selling handmade and vintage items. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and employer-sponsored Corporate Financial Planning services.

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 Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Kasey worked at Prudential Insurance Company of America and Pruco Securities, LLC. Their other business activities include involvement with Prudential-sponsored non-variable insurance products. 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’s investment approach is model-driven, offering access to third-party asset managers and a range of financial planning and consulting services.

David Rossetter is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at Uber and Raymond James, as well as a tenure at Oakland University. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.

Steven Dunmire is a Series 66 licensed advisor with J.P. Morgan Securities in Sterling Heights, MI, and has three years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through various registrations and affiliations.

David Evola Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1999. Evola serves on the board of the Detroit Athletic Club Car Club and manages an office through his business, Evola Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Frank Eirosius is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson, and Dawn Foods. 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 model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, third-party asset management access, and affiliated insurance and trust services.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. Her prior roles include tenures at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Ohio National Financial Services. Outside of advising, she is a business owner overseeing a dance studio in Buffalo, NY, and serves on nonprofit boards including The Baldwin Center and Oakland University School of Business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.

Nancy Goebel is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. She is based in Sterling Heights, MI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Ryan Patterson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was employed at Swingtide, Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.