Steven Dunmire is a Series 66 licensed advisor with J.P. Morgan Securities in Sterling Heights, MI, and has three years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through various registrations and affiliations.

David Evola Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1999. Evola serves on the board of the Detroit Athletic Club Car Club and manages an office through his business, Evola Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Frank Eirosius is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson, and Dawn Foods. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, third-party asset management access, and affiliated insurance and trust services.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. Her prior roles include tenures at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Ohio National Financial Services. Outside of advising, she is a business owner overseeing a dance studio in Buffalo, NY, and serves on nonprofit boards including The Baldwin Center and Oakland University School of Business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.

Nancy Goebel is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. She is based in Sterling Heights, MI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Ryan Patterson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was employed at Swingtide, Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. 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 large network of investment adviser representatives.

Joshua Stros is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 11 years of experience in the financial services industry. He has worked at Ameriprise and its affiliate, Ameriprise Financial Services, LLC, since 2026, and previously spent seven years with The Huntington Investment Company. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides tailored retirement income recommendations and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Stephen Solverson is a CFP® and ChFC® with 19 years of experience in financial advising. He has worked at Raymond James & Associates since 2023 and was previously with Hantz Financial Services for 17 years. Outside of his advisory work, he serves as an assistant coach for his son's travel hockey team. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management options.

Kelli Marquardt is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney and Merrill during her career. Marquardt is based in Troy, MI. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Todd Sterling is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 18 years of industry experience. He has worked at Cambridge since 2019 and previously held positions at Raya, Waddell & Reed, and Thrivent Investment Management. Outside of his advisory work, Sterling is the owner of What Blue Moustache LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Andrew Zale is a CFP® with 23 years of experience in the financial services industry. He has been with LPL Financial since 2010 and previously worked at Robert Baird & Co. in 2010. Outside of his advisory role, he serves as chairman of Oakland Township's Safety Paths and Trails Committee and is a trustee for Oakland Township, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a network of investment adviser representatives.

Sara Kellenberger is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at DFCU Financial and Progressive Wealth Group. She is also a co-trustee and holds power of attorney for Robert K. Kellenberger. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party programs while providing ERISA fiduciary services to qualified plans.

Corey Doyle is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and totaling seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tractor Supply Company from 2010 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and includes derivatives and commodities capabilities.

John Zekaj is a Series 66-licensed financial advisor with Ameriprise in Troy, MI, with six years of industry experience. His career includes prior roles at Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Klaus Poser is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative manager due diligence and offers customized asset allocation advice and reporting, with clients retaining final decision-making authority.

Jeffrey Farah is a financial advisor with UBS Financial Services in Royal Oak, MI, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the finance committee of the Whaley Children's Center, advising on investment decisions and participating in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and tailored investment strategies.

Reynaldo Arceno Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade among others. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2015, with prior experience at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Christie Hecht is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she worked for nine years at Ultimate Kronos Group. Outside of her financial advisory role, she occasionally writes women's fiction books and other publications. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, and custody services with a combination of non-discretionary guidance and access to affiliated discretionary investment options.