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.

Michael Pohlod Jr. is a CFP®-credentialed financial advisor with Ameriprise in Troy, MI, bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of advising, he is involved in several business ventures including ownership in transportation and restaurant companies as well as real estate holdings. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, supported by centralized research and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Gordon Smith is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he focuses on training associates to deliver disciplined financial plans and ensure a positive client experience. Prior to joining Fidelity Investments, Gordon served as Vice President and Market Supervision Manager at Merrill Lynch from 2012 to 2023. Throughout his career, Gordon has emphasized the importance of disciplined financial planning as a foundation for creating a comfortable financial future. His professional experience spans leadership and supervision in the financial services industry. Outside of his professional responsibilities, Gordon engages in various personal interests including family activities, fitness, hiking, reading, and swimming.

William Langenstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at First Allied Advisory Services and managing Langenstein Financial Strategies since 2018. He also serves as a fiduciary in a family trust capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Rodrigo Gaytan Jr. is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at GFL Environmental Inc., Jackson, and various entrepreneurial ventures such as Gaytan Lawn Care and Gaytan Construction Inc. He attended Michigan State University from 2021 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and tax-aware withdrawal strategies for clients nearing or in retirement.

Andrew Crowther is a financial advisor with Ameriprise in Royal Oak, MI, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously at United Shore Financial Services from 2015 to 2019. Outside of his advisory role, Crowther serves on the Board of Directors for the Lake Shore Sail Club and teaches gymnastics at the Michigan Academy of Gymnastics. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional entity offering a broad range of advisory, brokerage, and insurance solutions.

Michael Moon is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Ameriprise and currently partners at Sentia Wealth while also owning businesses including Moon Legacy Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program structures through a nationwide network of independent advisors.

Jason Norris is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has 22 years of industry experience, previously working with Prudential Insurance Company of America and Pruco Securities, LLC. Norris is based in Troy, MI. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Salvatore Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in health insurance sales through Creative Benefit Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kenneth Hagar is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Huntington Investment Company, Minnesota Life Insurance Co, and Bank of America. In addition to his advisory role, he serves as Director of Retirement Plan Strategies for UHY Wealth Management, focusing on strategic retirement planning and client relationship management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisors and employs various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Garrett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Voya Financial Advisors and Ohio National Financial Services. Garrett is also co-owner of Horizon Wealth Management, a financial services firm involved in insurance and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kathryn Wunderlich is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Legacy Wealth Management Group and has a background that includes legal studies at Antonin Scalia Law School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Lisa Imbrunnone is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank for nine years. She has been with Edward Jones since 2020. 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 and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Daniel Muzljakovich is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Outside of his advisory role, he owns and operates a tax preparation business, Bryan Russell & Associates, in Clinton Township, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jack Oliveri is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. He also works with Bultynck & Co PLLC, providing tax, audit, and accounting-related services unrelated to his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Christian Benard is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and has previously worked with Commonwealth Financial Network. Benard is the owner and president of Innovative Financial Inc. and also holds a role as an insurance agent, alongside being a silent investor in two hospitality businesses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, blending affiliated and third-party managers to deliver customized investment strategies.

Eryck Little is a financial advisor at Morgan Stanley in Troy, MI, with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.