David Kennedy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been affiliated with JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations and may incorporate ESG considerations.

Blake Pollock is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2015. Pollock serves on the board of a nonprofit organization focused on aiding disadvantaged youth. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheri Wiener is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.

Ethan Hoffman is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry, all of which have been spent at Edward Jones since 2016. He is based in Rochester Hills, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Brian Donohoe is a financial advisor with Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses and having 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services that incorporate various modeling techniques but does not include individual security recommendations as part of standalone plans.

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Frederick Cross is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a secondary successor trustee on his parents' trust. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.

Damjan Juncaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting a range of eligible investment strategies, including those with an ESG eligibility framework.

Ashley Sherrod is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at several firms including Edward Jones, UBS Financial Services, and Morgan Stanley Private Bank. Outside of her advisory role, she owns an Amazon FBA ecommerce business called Izzy Bella. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a manager solutions team that combines quantitative and qualitative research.

Dennile Haddock is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. 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 financial planning, model portfolios, and access to third-party asset managers, supporting advisors with research and technology tools across a broad range of investment strategies.

Farryn Hayosh is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at APiS North America, LLC from 2019 to 2021 and has additional experience at Sommers Schwartz and Autism Hope Alliance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm‑approved tools, offering a broad range of retail and institutional investment services.

Matthew Domsic is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is a partner at Mosaic Capital Group LLC and an investor in Udu Beauty. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Zachary Rose is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Builder Circle Capital and has diverse experience in various service and retail roles. Outside of financial advising, he is involved as a mechanic with Troy Aggregate Carriers, a gravel trucking company. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party asset managers and proprietary tools.

Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.

Robert Bittner III is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Huntington Bank and The Huntington Investment Company. He also serves as an adjunct instructor at Davenport University, teaching Behavioral Finance courses at the undergraduate and graduate levels. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Ronald Albers Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Ameriprise. 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 third-party asset management, and supports its advisors with model portfolios and technology tools.

Dennis Schafer is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz and Associates. Outside of his advisory work, he is a business owner of Pointe Pizza Inc., a non-investment-related enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

David Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Rochester, MI. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering with several life insurance providers. Ameriprise offers a retirement-income planning service aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized team in partnership with financial advisors like Smith, emphasizing managed accounts and algorithm-driven planning.