Anne Macintyre is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. She has been with LPL Financial since 2006, following three years at Merrill. Outside of her advisory work, she refers legal cases to local attorneys in accordance with state law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Richard Shaheen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. His prior experience includes roles at Sigma Planning Corporation and Sigma Financial Corporation, as well as operating Rick Shaheen & Associates since 1992. Outside of advising, he serves as president of the Metropolitan Detroit Chorale and is active in local business networking groups. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Adrian Paich is a financial advisor with LPL Financial in Clinton Twp, MI, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He previously worked at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Andrew Gizinski is a Financial Consultant currently serving as a Branch Leader at Fidelity Investments since 2026. In his role, he focuses on empowering financial professionals to perform at their highest level. His work emphasizes leadership and team development within the financial services sector. Andrew's professional experience centers on branch leadership and financial consulting. He applies his expertise to support and guide financial advisors and teams to achieve their goals. Details regarding his educational background and credentials have not been provided. Outside of his professional responsibilities, Andrew has interests that include beach activities, family time, fitness, parenthood, and tennis. These personal interests reflect his commitment to a balanced lifestyle.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 65 designations. She has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Edward Lambert is a CFP® with 45 years of experience in the financial industry. He has been with LPL Financial since 1994 and is also associated with the Financial Services Group of Michigan, Inc. since 1984. His background includes extensive work with various insurance companies over the past 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Emmie Ashwell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2022 and has prior experience with MFC Investment Center, BAM Consulting, and Market Force. Outside of her advisory role, Ashwell serves as president of a housing corporation and chapter advisory board member for the nonprofit Alpha Alpha Kappa Delta, as well as working as a dog sitter. 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, third-party asset management, and institutional platforms.

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

Susan Haffey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial since 2002. Outside of her advisory role, she is involved in direct sales for Mary Kay Cosmetics. 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, third-party asset management, and institutional platforms.

Da'neesha Bracey is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has worked concurrently as a delivery driver and as a drop bury technician for Bracey's Underground Services, a business she has been involved with for ten years. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers access to various investment models and third-party asset managers, delivering services through a network of Investment Adviser Representatives.

Kade Bacon is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at several companies including Great Lakes Paint and Stain and Dooley Oil. 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 extensive operational tools and a broad network of over 22,800 advisors.

Angelo Calderone is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously worked at United Wholesale Mortgage, Arterra Realty LLC, and MMAC Fraser Inc. outside the financial sector. 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 searches, and customized performance reporting within a non-discretionary advisory program.

Linda Kay is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Kay has established an LLC for future sub-leasing arrangements, though it has not generated any income or expenses. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement advice, primarily for clients maintaining assets within Ameriprise-managed accounts.

Robert Farrell III is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell has also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and plan objectives.

Michail Curro is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Kara Wilcox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial, LLC. She is also involved with Family Roots Financial Planning LLC, a financial planning and retirement planning business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services such as trust custody and insurance products.

David Kennedy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been affiliated with JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations and may incorporate ESG considerations.

Blake Pollock is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2015. Pollock serves on the board of a nonprofit organization focused on aiding disadvantaged youth. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cheri Wiener is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.