Ronald Iacobelli is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spc and Sigma Financial Corporation. His current practice is based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Oliver is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2009 and previously spent over two decades at Olde Discount Corporation. Outside of his advisory role, he manages a rental property business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers personalized reports through a centralized consulting team.

Andrew Krochalk is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2025 and previously spent nine years at TIAA-CREF. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Scott Strickland is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the finance committee of the Cranbrook Educational Community and is a board member of Resort Pike, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

George Fisk is a financial advisor with LPL Enterprise in Troy, Michigan. He holds a Series 66 designation and has been with LPL Enterprise since 2026. Prior to this, he worked at Uber and has experience in various other roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products.

Natalie Pratt is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with clients to develop financial plans tailored to their goals, risk tolerance, time horizon, and definitions of financial success, aiming to provide them with peace of mind. Natalie has been with Fidelity Investments since 2014, serving in various capacities including Planning Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Private Client Investment Associate at JP Morgan Securities from 2013 to 2014.

Charles Wagner is a financial advisor at Charles Schwab with one year of industry experience. He previously worked at Rocket Mortgage and Referral Partners International. Wagner holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

James Creamer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual. In addition to his advisory work, he is involved in eldercare insurance services. 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, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Caden Pok is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Jpmorgan Chase Bank, N.A., Bank of America, and Calder Capital. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Alati is a financial advisor with LPL Financial in Washington Township, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining LPL Financial, he worked at Plante Moran for five years. 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 investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cynthia Rogers is a financial advisor with LPL Financial in Rochester, MI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Flagstar Bank, Infinex Investments, Inc., and The Huntington Investment Company. She is also involved with Flagstar Wealth Services, a business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Lovett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Nationwide Securities, Inc. and Nationwide Insurance Company, where he worked for two decades, as well as six years at cfd Investments, Inc. He is also involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management backed by in-house and third-party research.

Andrew Covic is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and Equitable Advisors. Covic is also involved with Christian Financial Credit Union in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

Paul Giles is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 1999, except for a one-year break in 2021-2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven methods to deliver tailored, non-discretionary advice through a centralized consulting team.

James Stiekes is a financial advisor with Primerica Advisors in Clinton Township, MI, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and with Primerica Financial Services since 1991. Stiekes has also been involved with Pfs University since 2006. Outside of his advisory work, he is associated with Faith Baptist Church of Warren. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mark Jankauskas is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pinewood Estates Home Owners Association. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Zimmer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include academic positions at Michigan State University, Miami University, and the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base including registered investment companies and charitable funds.

Mark Beck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and totaling 10 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, as well as over two decades at Comerica Bank. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Mcmurtrie is a financial advisor with UBS Financial Services in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as president of the Colberry Hills Civic Association, where he plans and coordinates social events for the subdivision. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets resources.

Kasey George is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2023, George spent six years at Lincoln Investment and seven years at Legend Equities Corporation. Outside of advising, George is involved as an independent insurance agent with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.