Jesse Adams is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Subran Marsh is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. She has worked previously at Merrill and Bank of America, including a long tenure at Bank of America from 1998 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates ESG considerations within a non-discretionary framework.

Hussein Sobh is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Louis Vuitton, Lululemon, and several other firms. 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 primarily uses model-driven investment implementation through portfolios developed by LPL’s Research Department and third-party strategists.

Alexander Martinez is a financial advisor with Raymond James & Associates who holds a Series 66 credential and has three years of industry experience. Prior to his current role, he worked at Sportradar and has spent time as a baseball coach, providing individual lessons to children. He is also involved with Michigan Ignite Baseball, offering coaching in the sport. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research.

Olaf Kroneman is a Series 66 licensed financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Kroneman serves as an assistant coach for a junior varsity lacrosse team at Cranbrook Kingswood. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Dymkowski is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2013 to 2022. Outside of his advisory role, he serves as a trustee for a family trust and holds ownership in a real estate-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Daniel Heppler II is a financial advisor at Edward Jones in Clinton Township, MI, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2021, following roles both at the firm and outside the financial sector, including positions at Lochmere Country Club and Christian Financial Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices, and manages over $1 trillion in assets under management.

Damon Drew is a financial advisor at LPL Enterprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, Primerica Advisors, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and also offers trust custody, insurance services, and collateralized lending through affiliated entities.

Joseph Kenyon is a financial advisor at Stifel with 25 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2010. Kenyon holds Series 63 and Series 65 designations and is based in Rochester, Michigan. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Steven Du Charme is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63, 65, and 66 licenses. He has 34 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Charles Gabel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of The Ruby McCoy Foundation and is involved in property and casualty insurance through Gabel Financial Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models primarily implemented through third-party asset managers and delivers services without sponsoring its own wrap fee program.

Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Clearing and Chase Investment Services Corp. Vaughn is also the owner of MDV LLC, a business unrelated to his advisory role. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Eric Fox is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Gross Pointe, MI. Fox has ownership interests in real estate and a business called ERF LLC, where he dedicates part-time hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Their approach includes detailed analysis and algorithm-supported recommendations focused on income sources, tax-efficient withdrawals, and Social Security strategies.

Victor Maraldo is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank. Outside of his financial career, he has involvement with a family craft show business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform that includes retail and institutional services.

Channing Pritchett is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. Pritchett has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mark Ivanovic is a financial advisor at Osaic Wealth Inc with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC for 14 years prior to joining Osaic. Ivanovic is also Vice President of The Investment Consulting Group LLC, where he manages client requests and oversees branch operations. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary strategies.

Mark Gugel is a financial advisor with Thrivent Investment Management in Shelby Township, MI. He holds Series 63 and Series 66 designations and has 24 years of experience. Since 2002, he has worked with Thrivent Financial for Lutherans, Thrivent Investment Management, and Walsh College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without including implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

William Osborne is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he owns Os Entertainment & Show Productions LLC, which manages and provides guidance to musicians and entertainers. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies and provides a broad array of advisory, brokerage, and insurance solutions.

Scott Richey is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Co., Inc. since 2022, following a 14-year tenure at TD Ameritrade Inc. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through advisory, brokerage, custody, and financial planning services. The firm’s Schwab Wealth Advisory program combines primarily non-discretionary investment guidance with access to affiliated discretionary separately managed accounts and a multi-asset model portfolio approach.

Zachary Woodman is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and the Institute for Humane Studies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party research teams, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.