Reid Beyerlein is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial and its related entities since 2007. Outside of his advisory role, he owns and operates two businesses: Bline Investments and Ties Like Me, a networking organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports advisory programs with a focus on risk profiling and outcome modeling.

Jeffrey Winkler is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a partner in Seneca Hawthorne Holdings, an LLC that owns a fitness facility in Detroit. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated specialists.

Dean Graham is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves individuals, families, and businesses by applying customized financial strategies, including equity option programs, to manage portfolio risk, enhance cash flow, and support client objectives. Dean holds the designation of Personal Investment Advisor (PIA) and has over 30 years of experience in financial advisory services. Dean earned a Bachelor of Arts in Marketing with an emphasis in Economics from Michigan State University. He has been actively involved in the Grosse Pointe community, including participation with the Grosse Pointe South Dugout Club. Dean and his family reside in Grosse Pointe Park, Michigan.

Autumn Szlaga is a Series 66-registered financial advisor with Morgan Stanley in Troy, MI, and has been with the firm since 2026. Prior to joining Morgan Stanley, she worked at American Axle and Manufacturing and Great Oaks Country Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models.

David Harris is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as President and Executive Officer of the Michigan Youth Soccer League, overseeing travel competition activities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client asset allocation and financial planning.

Jerome Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of advising, he is president and owner of Cornerstone Benefit Plans, Inc., where he consults on employer-sponsored benefit programs, and serves as a delegate for the Oakland Township Republican Party. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals and risk tolerance.

Gary Barney is a financial advisor at LPL Financial in Troy, Michigan, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America, The O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he is involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Kendra is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC, among other roles. Outside of his advisory work, he is involved in local sports media, broadcasting high school football games and writing sports articles for the Local Sports Journal in Muskegon, Michigan. LPL Enterprise 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, consulting, and access to model portfolios and third-party asset management, combining adviser programs with insurance sales and collateralized lending services.

David Trimble is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, he provides simple wills for friends and family on a voluntary basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

John Napolitano is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2025. He has one year of industry experience and previously held roles at Deloitte Tax LLP, Price Waterhouse Coopers LLP, and KPMG LLP. 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 clientele, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Maeghan Holmes is a financial advisor at Morgan Stanley in Troy, Michigan, with 14 years of industry experience. She has held positions at Morgan Stanley since 2018 and previously worked at Merrill and Bank of America. Outside of her advisory role, Holmes operates an Etsy shop selling handmade and vintage items. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Noah Robinson is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Robinson is also involved in wealth management through ownership interests in Tital Wealth Management and Kecheval Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and services.

Carmela Bowman is a financial advisor with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2026, Bowman spent 13 years with Commonwealth Financial Network. She serves as the treasurer for the American Association of University Women in St. Clair Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs and affiliated advisory firms.

Nicola Delicata is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Metlife Securities, Inc. and Massachusetts Mutual Life Insurance Company prior to his current role. Outside of his advisory work, he is the owner of a commercial building. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and various educational programs.

Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.

Kasey Altenbernt is a financial advisor at LPL Enterprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Altenbernt is involved with a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products. The firm combines adviser programs with insurance sales through an affiliated agency and supports discretionary and non-discretionary investment strategies.

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.