Cory Miglio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Trenton Zylinski is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include positions at Uniservices and Northwestern Mutual, as well as work at Michigan State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Rachael Chartier is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and previously worked for nine years at LPL Financial. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies.

Susan Burns is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2015. She serves as a trustee in a fiduciary capacity for a non-investment related entity. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ralph Koss is a financial advisor with Raymond James & Associates in Clinton Township, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James for 27 years and is also the owner of Pilot Financial Group, LLC. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Timothy Moran is a financial advisor with Wells Fargo Advisors in Rochester, MI, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and owns Moran and Company Investment Consulting Group. He also serves as a trustee and holds power of attorney responsibilities for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop customized recommendations.

Jack Stander is a financial advisor at Morgan Stanley in Birmingham, MI, with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Plante Moran Financial Advisors, Northwestern Mutual, and J.P. Morgan. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Kristin Braniff is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2015. Outside of her advisory role, she is associated with Probst WM, LLC, a non-investment-related support company in Auburn Hills, 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships, with a notable affiliation to municipal advisory services.

Jacob Brauer is a financial advisor with Edward Jones in Warren, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Mass Mutual Investors Services and has a background that includes roles with Young Entrepreneurs Across America and Michigan State University. Outside of his advisory work, Brauer serves as an on-ice official for youth hockey games with USA Hockey. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Kaiser is a Series 66 licensed financial advisor with Ameriprise, based in Rochester, Michigan, and has 20 years of industry experience. He has been with Ameriprise Financial Services since 2016. Outside of his advisory role, Kaiser manages Mee Sun Management, LLC, a business focused on general management and employee-related expenses, and holds a consulting position with Reider Holdings, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Charles Ciaramitaro is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2019, including a prior period of employment from 2019 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Alec Tropea is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018. Prior to his financial career, he was involved with Brooklyn Pizza and Oakland University. 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 municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

Rachel De Fer is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Cintas Corporation from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment services through advisory and brokerage platforms.

Christopher Stewart is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Edmond Lynch is a CFP® professional with 33 years of experience in the financial industry. He has been with Edward Jones since 1996. Outside of his advisory role, he serves on the board of Bridge Innovations LLC, a technology app developer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vidya Shah is a CFP® and ChFC® with 43 years of industry experience, currently serving as an advisor at LPL Enterprise since 2024. Prior to this, she has been affiliated with Prudential Insurance Company of America since 1981 and worked with Pruco Securities, LLC for 43 years. Vidya also holds non-sponsored carrier appointments related to long-term care, disability, and health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Robert Wilson is a CFP®-certified financial advisor with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Sterling Heights, MI office. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, employing algorithmic tools and oversight committees to support its retirement planning services.

Anthony Tuzzolino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Alyssa Tropea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Amanda Henderson is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, she owns and operates Henderson Homestead, a retail and online store based in Saint Clair, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.