Ryan Coryell is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 24 years of industry experience, including a long tenure at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jake Dandurand is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he spent eleven years at Christian Financial Credit Union. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Michael Kohler is a financial advisor with Ameriprise in Commerce, MI, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Cetera Advisor Networks LLC. He is also involved with Genisys Credit Union, where he has served since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Joseph Tenbusch is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ryan De Cook is a financial advisor with Edward Jones in Rochester, MI, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Hillman is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Jackson National Life Distributors. He is also involved with Vibe Credit Union in a wealth management capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Sarah Moore is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2016, following a brief tenure at LPL Financial. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Anthony Righi is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior roles include positions at Spc and Sigma Financial Corporation. He is also actively involved as a voting board member at Austin Catholic High School and plays guitar for his church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors with financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies across multiple platform arrangements, providing discretionary and non-discretionary investment solutions tailored to client objectives.

Duncan Maceachern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Carter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Martin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022, he worked at Ameriprise Financial Services for 13 years. He is also involved in independent insurance brokering and real estate property management through a family-owned investment company. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary research to guide its advisory approach and offers diverse investment products and services across retail and institutional markets.

Aaron Busse is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Edward Jones and Primerica. Busse also operates The Busse Group, LLC, which is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Christopher Cueter is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes three decades at Comerica Securities, followed by roles at Ameriprise before joining Morgan Stanley in 2026. He is involved in Maestro Cash Management, a financial-related activity outside his primary advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by recognized investment analysis tools.

Steven Thompson is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Stifel since 2008. He is based in Bloomfield Hills, MI. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sehra Elyas is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. She has worked previously at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers both discretionary and non-discretionary advisory services.

Morgan Wolfe is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Delmastro is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Delmastro is involved in volunteer firefighting in Troy and organizes social events for young professionals through a local networking group. He also performs piano at public events as a small business owner. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement planning, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by an internal committee.