Eric Neubecker is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following a 10-year tenure at Ameriprise Financial Services. Outside of his advisory role, he serves as a successor trustee for an investment-related family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Rossetter is a Series 66-credentialed financial advisor at Equitable Advisors with four years of industry experience. His prior work includes roles at Raymond James and Uber, as well as seven years at Oakland University and eight years at Dunkin Donuts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, offering both discretionary and non-discretionary management under specific controls.

Steven Dunmire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America N.A. His background also includes time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Evola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory work, he serves on the board of directors of the Detroit Athletic Club Car Club and manages Evola Management, a business that operates his office and handles administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, emphasizing the use of Ameriprise-managed accounts.

Frank Eirosius is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jackson. Outside of finance, he has been employed at Dawn Foods since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory programs with the sale of financial products and insurance.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Co. of America, PRUCO Securities, LLC, The O. N. Equity Sales Company, and Ohio National Financial Services. Outside of her advisory role, she serves on nonprofit boards at The Baldwin Center and Oakland University School of Business and owns a dance studio in Buffalo, NY. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products via its integrated platform.

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 in 2024, he worked at Swingtide and held roles at Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, incorporating research, model portfolios, and various portfolio management options.

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 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney and Merrill during her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through various direct and corporate channels.

Todd Sterling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was affiliated with Raya and Waddell & Reed Inc. Sterling operates Tsterling PLLC and Sterling Wealth Solutions PLLC as financial professional entities. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management approaches and maintains both proprietary and third-party model strategies, with various platform options tailored to client objectives.

Andrew Zale is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2010. He holds the Series 66 designation and is based in Troy, Michigan. Outside of his advisory role, Zale serves as chairman of the Safety Paths and Trails Committee and is a trustee for Oakland Township. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and research from LPL Research.

Sara Kellenberger is a financial advisor at Equitable Advisors in Troy, MI, holding Series 66 and Series 63 licenses with two years of industry experience. Before joining Equitable Advisors, she worked at Progressive Wealth Group and DFCU Financial, where she spent a total of 19 years. She also serves as power of attorney and co-trustee for Robert K. Kellenberger. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

John Zekaj is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2012 in various roles. Prior to his current position, he was involved with Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Klaus Poser is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 14 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

Jonathan Suzio is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked with LPL Financial and Capstone Wealth Management since 2020. In addition to his advisory work, Suzio is a licensed notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.