Michael Kohler is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. 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 ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC, and concurrently serves with Genisys Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Tenbusch is a CFP® with 20 years of industry experience, currently serving with J.P. Morgan Securities since 2012. He has been affiliated with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Jacob Princinsky is a financial advisor with Morgan Stanley, holding a Series 66 credential and one year of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and entrepreneurial activities with Great Harvest Bread Co. He has also worked in various customer service positions and participated in business education at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured tools and modeling techniques.

Patrick Hillman is a financial advisor with LPL Financial holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, TD Ameritrade, and Merrill. He is also involved with Vibe Credit Union in a wealth management capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

Michael Burch is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Morgan Stanley and five years at Merrill. Outside of his advisory role, he is involved in promoting furniture sales through a family-owned business and holds a partial ownership in a Cartridge World franchise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Sarah Moore is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2016. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

R. Trudeau is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a subcommittee member providing financial advice to Mariners Church and is a board member of the Mariners Church Foundation, overseeing the management of its assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Zachary Anderson is a financial advisor at UBS Financial Services with 25 years of industry experience, including 19 years at UBS and prior work at Mcdonald Investments Inc. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joy Barthlow is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based strategies to tailor client plans.

Tyler Wujczyk is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. His prior work includes a role at Renee Starr State Farm and time as a full-time college student. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a range of portfolio management styles.

Rachel Irwin is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Northwestern Mutual and Raj Shah. Outside of her advisory role, she assists with clerical duties at the family-owned Almo Manifold and Tool Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining non-discretionary and discretionary investment approaches with integrated brokerage, custody, and financial planning services.

Joseph Carter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Martin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022, he worked at Ameriprise Financial Services for 13 years. He is also involved in independent insurance brokering and real estate property management through a family-owned investment company. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary research to guide its advisory approach and offers diverse investment products and services across retail and institutional markets.

Jeffrey Diefenthaler is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2015 and JPMorgan Chase Bank, NA since 2016, with prior experience at TIAA-CREF and SPC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Aaron Busse is a financial advisor with LPL Financial based in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at Edward Jones and United States Steel Corporation. He is also involved with The Busse Group, LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Christopher Cueter is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Comerica Securities for 30 years and Ameriprise for four years. Outside of his advisory role, he is involved with Maestro Cash Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and analyses.

Steven Thompson is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Stifel since 2008. He is based in Bloomfield Hills, MI. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. 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 solutions.