Brian Brice is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Anthony Treboldi is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following five years at Chase Investment Services Corp. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools, with broad retail and institutional investment options.

John Rodriguez II is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at The Huntington Investment Company, Huntington National Bank, and Citizens Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Silas Grosch is a Series 66-registered financial advisor with J.P. Morgan Securities in Birmingham, Michigan, with one year of industry experience. Prior to joining J.P. Morgan, he served nine years in the U.S. Navy and currently serves as an officer in the U.S. Naval Reserves, where his unit conducts training in scuba diving, explosive ordnance disposal, and forensic examination of electronics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on 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.

Kristie Gheysens is a financial advisor with Edelman Financial Engines in Troy, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process paired with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Charles Ducharme II is a financial advisor with Ameriprise in Grosse Pointe Woods, MI, holding Series 63 and Series 65 designations and having 17 years of industry experience. He worked at Oppenheimer & Co Inc for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports its financial advisors.

Michael Johnston is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has a background that includes roles at Lineage Logistics, Naked Lime Marketing, Reynolds and Reynolds Company, and ADP. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Kevin Zezula is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. He serves on the board of The Rainbow Connection and is involved in a sports trading card hobby with his son. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Jeffrey Hoppie is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning solutions.

Emir Bajrovic is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has been associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a comprehensive investment research process.

Curtis Allen is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with J.P. Morgan in various capacities since 2009. 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’s program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

Dana Divergilio is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016, with prior experience at Wells Fargo Clearing, Morgan Stanley, and The Huntington Investment Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Burton Carlson III is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Brooke Crane Acre is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Sii Investments, OSAIC Services, Inc., and Park Place Financial Group. Outside of her advisory role, she owns several businesses including Wealth Reimagined Group and MyLTC123, which focuses on assisting clients with long-term care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization.

Zackary Thalgott is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at multiple firms, including Securities America, Inc., Pacer Financial, Inc., and Producer's Choice Network. In addition to his advisory role, he assists with accounting and general business operations for a tax and accounting business. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process with portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through third-party platforms.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

George Nihem is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in real estate ownership and rentals through HI-MARK RENTALS, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking, lending, and other financial products.

Craig Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including prior service at Axa Advisors, LLC. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and is involved in property management and real estate through roles at Lok Properties LLC and AT Aspen LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advice process involves assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing various third-party advisory programs and services.

Keith Koerber is a CFA® charterholder with 49 years of industry experience and has been with UBS Financial Services in Troy, MI since 1990. He serves as an arbitrator and Industry Chairperson for a securities dispute resolution program and is a member of the board of directors for the Orchard Hills Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored wealth management solutions.

Richard Gregor is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, he provides tax consulting services as a CPA and participates in competitive bowling tournaments. Equitable Advisors serves a broad client base, including individual investors, retirement plans, corporations, and charitable organizations, offering financial planning and a variety of asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory platforms for many client portfolios.