Lee Hart is a ChFC® credentialed financial advisor with 30 years of industry experience, currently practicing at Ameriprise since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Hart serves on the board of directors for the Detroit Institute of Arts. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, offering comprehensive written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Michael Jennings is a financial advisor with Equitable Advisors in Royal Oak, MI, holding a Series 66 designation and 21 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors. Outside of his advisory role, he serves as Vice President of Development for Homes for Autism, where he oversees fundraising efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models and discretionary managers.

Matilda Carr is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she worked at Blanchard and Walker PLLC and has experience in the restaurant industry, including roles at Knight's Steakhouse and Greek Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

James Gallagher Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, offering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

David Kelton is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2012 and previously was with Ameriprise from 2007 to 2012. Kelton operates an independent financial advisory business as a DBA. 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, with advice delivered primarily through investment adviser representatives using various investment strategies and supported by advanced operational tools.

Roy Stewart is a CFP® certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial since 2001. He is based in Farmington Hills, MI, and holds a Series 63 license. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and diverse investment strategies.

Ramzi Boyd is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he worked for over two decades. In addition to his advisory work, Boyd has ongoing involvement as a financial advisor with Comerica Financial Advisors. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Julian Bueno is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and MassMutual Great Lakes. Outside of his advisory work, he is a partner in CryptoCeramics LLC, a business involved in art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Joel Michalek is a financial advisor at LPL Financial with 31 years of industry experience. He has held roles at LPL Financial since 2002, with a five-year period at Citizens Securities INC from 2015 to 2020. Outside of his advisory work, Michalek serves as a precinct delegate for the Republican Committee in Northville, Michigan. 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 network of over 22,800 advisors.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. 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, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.

Patrick Maher is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., VOYA Financial Advisors, Citizens Securities, and Charter One Securities. He has been associated with Cuso Financial Services and DFCU Financial since 2013. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by advisor-facing technology.

Jay Peitsch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and its securities affiliates since 2016 and previously spent two years at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has a concurrent role in management at Cooper Standard Automotive, where he has worked for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional services, delivering advice through a large network of investment adviser representatives who utilize various investment strategies and operational tools.

Nikolas Sellers is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His background includes roles at MassMutual Life Insurance Company and Northwestern Mutual entities from 2010 to present. Outside of advisory work, he is also engaged in life and health insurance sales as an agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Nicholas Bageris is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

John Rogers is a Series 66-licensed financial advisor with Morgan Stanley, based in Farmington Hills, MI, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Robert Hinshon Jr. is a Certified Financial Planner® with 50 years of industry experience. He has been with LPL Financial since 2009 and has operated his own advisory practice since 1975. Outside of his advisory work, he is involved in offering non-variable insurance products including life, disability, and long-term care insurance through Hinshon Financial Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various portfolio strategies and technologies.

Daniel Lezotte is a financial advisor at Ameriprise with 20 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of his advisory work, he serves as a brand ambassador for Plexus Worldwide, marketing nutritional supplements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jay Kempf is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc since 2004. He serves as a board member of Glen Eden Memorial Parks and is a director for WELS Lutherans for Life of Michigan, a pregnancy care center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers a planning service separate from portfolio management, emphasizing written recommendations without discretionary trading authority.