Brandon Cholagh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various J.P. Morgan entities since 2015. 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 and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Andrew Bocknek is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS Painewebber Inc. since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nancy Ingles is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley, she worked at Mercy College for eleven years. Outside of her advisory role, Ingles is involved in community and artistic activities including serving as a senior consultant for Pure Haven, participating in the Spiritual Life Center in Novi, performing with Box 5 Entertainment, working as a recording artist for a Broadway musical project, and serving as a cantor at Unity East Church. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct client relationships and corporate financial planning agreements.

Bryan Casebere is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has held roles at Raymond James since 2018 and previously worked at J.P. Morgan Securities for six years. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Da Vonne Powers Sr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining UBS in 2023, Powers worked at JP Morgan Securities and Wealth Trac Financial among other roles. Outside of financial services, Powers is a firearms instructor and general partner at Spartan Tactical Security, LLC, and also owns a clothing design business focused on men's formal wear. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and tailored financial planning based on proprietary research and model-based asset allocations.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, 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, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Upleger is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial and St. Joseph Mercy Oakland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 network of over 22,800 advisors and extensive operational resources.

Robert Rutkoske is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of advisory work, he is a notary public and occasionally sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Lively is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked in various roles including at Beatty, Betts & Associates and Bankers Life. Outside of advising, he owns MattLively Media and freelances occasionally for broadcast productions. 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 recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Massimo Scaccia is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. 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 screening with qualitative research to support its recommendations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Gregory Schink is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he serves as an adjunct professor at Indiana University’s Kelly School of Business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Mark Suszan is a financial advisor with Raymond James Financial in Birmingham, MI, holding Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with Raymond James Financial Services since 2002 and owns a support company, Mark Suszan Inc. 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, utilizing analytical tools and tailored planning approaches.

Elio Kollcinaku is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and The Burzynski Group. His background also includes five years at AmericAir Control prior to entering the financial services industry. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver algorithm-supported, non-discretionary retirement income recommendations.

Richard Abernathy is a financial advisor with Osaic Wealth in Troy, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Equity Services, Inc., Preferred Financial Partners, and Ameriprise. In addition to his advisory work, he serves as a Compliance Principal at Preferred Planning Partners, LLC, where he supervises office and downstream advisors. Osaic Wealth 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 through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

David Gallina is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he owns and manages several investment-related entities, including Danimar Holdings Inc. and DMICS Holdings LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad array of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. He has held roles at LPL Financial and Genisys Credit Union since 2020, with additional work history in the hospitality sector. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Evan Pawloski is a financial advisor at LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining LPL Financial in 2019, he worked at FSC Securities Corp and held roles at Paychex and Financial Independence. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm supports its network of over 22,800 advisors with diverse investment strategies, including model portfolios and third-party asset management, and integrates technology and operational tools to assist advisors.

Michael Correll is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, Comerica Securities, Cetera, Bank of America, Merrill, Wells Fargo, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Sheard is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 designations and has 26 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Tactical Allocation Group, LLC, Chase Investment Services Corp., and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.