John Bueno is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63, 65, and 66 licenses and possessing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, J.P. Morgan Securities, and Banc One Securities Corporation. He serves on the board of Trinity Health Oakland and is a passive investor in an art and culture-related venture, Crypto Ceramics, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Steven Reauso is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at The Huntington Investment Company, Citizens Securities, Oppenheimer, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Daniel Zweng is a financial advisor with Equitable Advisors in Troy, MI. He holds the Series 66 designation and has worked in the financial services industry since 2024, including a prior role at Jeff Poosch Financial Services/Prospera Financial Services, Inc. Before entering finance, he operated a landscaping business for eight years. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and sponsored advisory platforms for many investment solutions.

Nastashia Young is a financial advisor at LPL Enterprise LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is involved as an author with Zinnia Multimedia and Marketing. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, 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.

James Winiarski is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2012 before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Jacob Bultynck is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Advisors, Cetera ADVISORS LLC, and his own firm, Bultynck & Co., P.L.L.C. Outside of financial advising, he has been involved with entrepreneurial ventures such as TwentyMilligrams LLC and previously with Pure Roots and Icon Valet. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Sarah Mulrenin is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has prior experience at Merrill and Victory Home Loans. In addition to her advisory role, she supports Shane Brown as an associate at S.R. Brown LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique capabilities in municipal and public finance advisory services.

Seyi Olabanji is a financial advisor at J.P. Morgan Securities based in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions with JPMorgan Chase Bank, N.A., Plante & Moran Financial Advisors, LLC, and Michigan State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Daniel Howard is a financial advisor at Edward Jones in Shelby Township, MI, holding Series 63 and Series 66 designations with 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Michael Muchortow is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Muchortow owns Muchortow & Associates LLC, where he prepares tax returns and provides accounting consultation for individuals and small business owners. He also serves as an elder on the board of Hope Community Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.

Nikolas Highducheck is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in retail and education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated accounts.

Michael Yee is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Ameriprise since 2009, serving in various capacities over more than a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, delivering written recommendation reports and ongoing advice related to income sources, withdrawal strategies, and Social Security options.

Joseph Panfil is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his LPL activities. 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 employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to asset managers, and affiliated trust and insurance services.

Zuberi Thomas is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2002. 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.

Kaitlyn Montalbano is a financial advisor with Raymond James Financial in Macomb, MI, holding Series 63 and Series 65 licenses. She has over one year of industry experience, including prior roles at Ameriprise and Matthew Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client recommendations.

Salvatore Finazzo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities and related entities since 2015. Outside of his advisory role, he is a partial owner of an investment property business, Matanaka LLC. 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. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and includes broader derivatives and commodities capabilities.

Tyler Schram is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at PNC Investments LLC and JPMorgan Chase Bank, N.A. He also acts as a servicing advisor for Osborneklein clients through an affiliated LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized retirement income service that emphasizes dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Dinesh Chawla is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has a legal background, maintaining his role as an attorney with Chawla Legal Group, PLC since 2018. He is also a notary public in New Baltimore, MI. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ryan Mackinder is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2015, following roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisory work, he is involved with Capstone Tax Services, LLC, providing tax preparation and related services as an enrolled agent and tax preparer. 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 supported by model portfolios, third-party subadvisors, and customized strategies, with a broad platform that includes financial planning, retirement advice, and institutional programs.

Amy Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at Ameriprise and Comerica Securities, where she worked for 24 years. Outside of her advisory work, she is involved in independent insurance brokering and supports clients with a cash management platform. 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 large network of investment adviser representatives and various technology tools.