Roy Stewart is a CFP®-certified financial advisor with 45 years of industry experience. He has been with LPL Financial in Farmington Hills, MI, since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios, third-party research, and technological tools.

Ramzi Boyd is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise and Comerica Securities. His outside business activities include financial planning and retirement income distribution planning through Comerica Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, portfolio management options, and financial planning services supported by research and third-party subadvisors.

Joel Michalek is a financial advisor with LPL Financial in Northville, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Citizens Securities Inc. from 2015 to 2020. Outside of his advisory role, he has served as a precinct delegate for the Republican Committee State Convention. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Nicklaus Jensen is a financial advisor with Edward Jones in Waterford Township, MI. He holds a Series 66 designation and began his advisory career with Edward Jones in 2026. Prior to joining Edward Jones, he has experience in various roles at Quantum Packaging Technologies LLC, Rocket Mortgage, and other positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Jay Peitsch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Chase Bank and affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has been concurrently employed at Cooper Standard Automotive since 2006 as a manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Dean Thurman Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he owns a business called White Glove. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, providing a range of financial planning and advisory services through a national network of investment adviser representatives. The firm offers discretionary and non-discretionary management, access to model portfolios and research, and a broad array of advisory and brokerage solutions.

Dawson Richard is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and involvement with Clean Works LLC and McCandless Township Sanitary Authority. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing firm-approved tools and models, with assets under management totaling approximately $2.74 trillion.

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.

Sheryl Liskiewicz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Lewis Rowe is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding the Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through Institutional Investment Consulting, an independent advisory firm he started in 2019. Rowe has additional experience with Citizens Securities, Inc. and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

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 financial advisor with LPL Financial, holding CFP® and Series 63 designations and bringing 50 years of industry experience. He has been with LPL Financial since 2009 and has operated his own practice, Robert Cornelius Hinshon Jr., since 1975. Outside of advising, he is involved in non-variable insurance through Hinshon Financial Planning, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, research from multiple sources, and various investment strategies.

Jennifer Blizinski is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1993 and also serves Bank of America, NA, where she has worked since 2009. Outside of her advisory role, she acts as executor for two estates in Warren, Michigan. 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.

Christopher Nelson is a financial advisor at Merrill with 11 years of industry experience. He has held his current role since 2017 and previously worked at MSI Financial Services, INC. for one year. Nelson holds the Series 66 designation and is based in Bloomfield Hills, Michigan. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Sean Norton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 16 years of industry experience. He has worked at Merrill since 2020, following positions at Wells Fargo and Paychex. Outside of his advisory role, he holds power of attorney for his mother. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with varying portfolio implementations to suit different client needs.

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.

Randall Cope is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. Outside of advising, he is involved as a partner and property manager at Nash Loop Property Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Sheetal Patel is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following a prior role at Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in a family-owned hotel business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver research-driven, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.