Douglas Clark is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc. Clark holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Corey Schepper is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. from 2013 to 2020. Outside of his advisory role, he operates Schepper Financial, Inc., a legal entity established to manage his Ameriprise franchise. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with its financial advisors.

Donovan Strong is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Quest Diagnostics prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Adam Albert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and service in the Michigan House of Representatives. Outside of finance, he has been involved with the Greater Canton Youth Baseball Association. 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 delivers these services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Beth Lappin is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Ameriprise and its affiliates since 1997. 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 written retirement planning recommendations and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies.

Leslie Lister is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2026, Leslie worked at Ameriprise and Comerica Securities. Outside of financial services, Leslie is a member and co-owner of Carpe Diem BLMC, a real estate venture in Huntington Woods, MI. 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, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Fred Kobler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with Cetera and its affiliates since 2015 and previously at Summit Financial Group Inc. Kobler is also the president and majority owner of United Tax Service Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a wide range of program options and custodial relationships.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Gerald Purdy is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 16 years. He is also co-owner of Firma Financial Planning, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Adriana Shkreli is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been employed at JPMorgan Chase Bank since 2013. In addition to her role at J.P. Morgan Securities, she is also an employee of JPMorgan Bank, where she offers certain banking products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Gongju Baek is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. Their prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, and Great Lakes Wealth. 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 investment approach.

Brian Probst is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James & Associates, where he has worked since 2016. Probst is also the CEO and branch owner of Probst Private Wealth Management, a support company based in Auburn Hills, MI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports clients through various advisory programs, with notable involvement in municipal advisory services and employer SIMPLE IRA consulting.

Susanne Kullen is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wealth Strategies Financial Group and Securian Financial Services. Outside of her advisory work, she is a member of BRSK Management, LLC, a property management business, with no active duties. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income, tax efficiency, and Social Security strategies.

Renee Hof Lacey is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, serving a combined total of 13 years at the latter two firms. 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, institutions, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a nationwide adviser network.

Bruce Greening is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He previously worked at UBS Financial Services and Center For Wealth Planning Advisors, Inc. Outside of advising, he is managing director of Kenwood Capital Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by technology and a broad non-advisory financial services network.

Mark Ducharme is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and concurrently works with Innovative Financial Inc, where he serves as a financial professional and tax preparer. Ducharme is also president of Ducharme Financial Services Inc, an entity established for income tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.

Jeremy Coppola is a CFP® with three years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Woodbury Financial Services, and Equitable Advisors. Outside of his advisory work, he has been involved with an LLC performing general office and assembly tasks. 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 portfolios, third-party asset management, and institutional platforms.

Roosevelt Grayson is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. He also operates the Grayson Advisory Group as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Derrick Glencer is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Raymond James Financial. He worked at LPL Financial for 15 years before joining Raymond James in 2019. Outside of his advisory role, Glencer serves on the Board of Directors for the Birmingham Athletic Club in Bloomfield Township, MI. 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, and institutional entities. The firm focuses on tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.