Mircea Corches is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2018, following prior roles at Allstate Financial Advisors and PRUCO Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates broader derivatives and commodities capabilities.

Jessica Pauly is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and Dale P. Robinson. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process is model-based and emphasizes asset allocation and portfolio optimization using various analytical tools and third-party managers.

Larry Wood serves as a Client Experience Advisor at Merrill Lynch Wealth Management, where he collaborates with clients to understand their financial situations and presents solutions through Merrill and Bank of America. His approach focuses on uncovering what matters to clients and their families to help develop strategies that pursue their financial goals. With a background as a former collegiate and semi-professional baseball player, Larry brings discipline and a competitive drive to his financial advisory role. He holds a Bachelor's and a Master's degree from Northwood University, including an MBA with a concentration in Finance, and possesses multiple professional designations, such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Larry's expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and sports and entertainment financial services. He maintains community involvement with organizations including the Bay Area Family YMCA, Northwood "Go M.A.D.", the Salvation Army, and participates in Walled Lake Western Baseball.

Nicholas Paparelli is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Ameriprise, he worked at The Huntington National Bank and The Huntington Investment Company. Outside of finance, he was involved with Elite Catering for several years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Ryan Winkler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2019 before joining Raymond James in 2019. 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 including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Patrick Ingram is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at RFC Financial Planners and has been with Raymond James & Associates since 2024. 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 including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Curt Green is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following nine years at J.P. Morgan Securities. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in financial decision-making.

Rachael Butler is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Serra Group in Farmington Hills. She works closely with executives, pre-retirees, and business owners to provide clarity and structure during major financial transitions such as selling a business, stepping into retirement, or navigating a career change. Her approach begins with understanding clients' priorities, families, and legacies to create personalized plans aligned with their long-term goals. Rachael focuses on exit and pre-liquidity planning for business owners, retirement planning for pre-retirees and executives, tax-efficient wealth strategies, and coordinating with clients' CPAs, attorneys, and other advisors to develop seamless financial plans. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from the University of Michigan System. A lifelong Michigander from Metro Detroit, Rachael is involved in professional organizations such as Inforum and Northridge Church, and community initiatives including Better Money Habits Ambassador, Gleaners Community Food Bank, and Michigan Humane Society. She balances her professional work with personal interests like gardening, reading, running, spending time with her family, and traveling.

Rachelle Nozero is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and having 30 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and lending programs through its extensive platform.

Brett Rude is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Securities, and other firms. 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 including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Thomas Welch is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brian Shindeldecker is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research and may include ESG considerations.

Erin Ross is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

William Mokma is a financial advisor with Ameriprise in Belmont, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes over two decades with Huntington National Bank and Huntington Investment Company prior to joining Ameriprise in 2026. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Christian Nieman is a CFP® professional affiliated with Raymond James & Associates, bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services. He serves on the finance committee of The Judson Center, a nonprofit organization focused on children and youth. 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 charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eric Wojciechowski is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously spent 22 years at Charles Schwab before joining Raymond James in 2025. Outside of his advisory role, he manages a rental property through a personal LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a variety of portfolio management approaches supported by firm research and affiliated sub-advisers.

Jonathan Mc Clain is a securities professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He holds Series 63 and Series 65 licenses and has worked at several firms including Banc One Securities Corporation, Chase Investment Services Corp., and JP Morgan Chase Bank, n.a. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Luke Bageris is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Shawmut LLC for four years and has held positions outside the financial sector, including at Plum Hollow Country Club. 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 broad client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Jodi Goodhew is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63, 65, and 66 licenses with 12 years of industry experience. Prior to joining Merrill in 2020, she worked in education at Novi Woods Elementary and in retail at Kirklands. Outside of her advisory role, she is a joint owner of a long-term rental property. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Finn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his financial career, he assists with a family wedding and event planning business, Tricia Finn Events, LLC, contributing to event setup and logistics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.