Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Elio Kollcinaku is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and The Burzynski Group. His background also includes five years at AmericAir Control prior to entering the financial services industry. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team to deliver algorithm-supported, non-discretionary retirement income recommendations.

Richard Abernathy is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equity Services, Inc., Preferred Financial Partners, and Consulting Services Support Corporation. In addition to his advisory role, he serves as a Compliance Principal for Preferred Planning Partners, LLC, where he oversees daily supervision for his office and downstream advisors. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and supports various investment platforms, including third-party managed accounts and alternative investments.

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Michael Eldridge is a financial advisor with Raymond James & Associates in Troy, MI, holding Series 65 and Series 66 designations and three years of industry experience. His previous firms include Equitable Advisors, Voya Financial Advisors, and Marlin Financial Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a broad range of portfolio management strategies.

Kevin Sheard is a financial advisor with J.P. Morgan Securities, holding Series 66, Series 63, and Series 65 licenses. He has 26 years of industry experience and has worked at J.P. Morgan Securities since 2014 and Jpmorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

Jonathan Stanley is a financial advisor with Ameriprise Financial Services LLC and holds Series 63 and Series 66 designations. He has 31 years of industry experience, including 11 years at Bank of America and Merrill prior to joining Ameriprise in 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 research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Benjamin Hudson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he operates a sole proprietorship, Benjamin P. Hudson & Associates, on a minimal, uncompensated basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise serves a diverse client base—including individuals, retirement plans, charitable organizations, corporations, and institutional clients—offering financial planning, consulting, and access to various advisory and brokerage programs. The firm’s integrated platform combines adviser programs with financial product sales and utilizes both proprietary and third-party investment strategies.

Joseph Buscarino is a Series 66-licensed financial advisor with one year of industry experience, currently with LPL Enterprise in Troy, MI. Prior to joining LPL Enterprise in 2025, he held roles at Northwestern Mutual and Tirami Su and attended Michigan State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory programs with insurance and lending solutions.

Paul Scott is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. His prior roles include positions at Ameriprise, Comerica Bank, and Comerica Securities. Outside of finance, he is a partner and limited operations manager in a spa business, S.P.A. LLC. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Randall Russo is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and previously worked for TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. Randall is based in Birmingham, MI. 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 combination of non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jeffrey Thompson is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Larry Powers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

John Raetz is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 designations with 21 years of industry experience. His prior work includes seven years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC before joining Morgan Stanley's Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients with a 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 offers services both directly and through corporate financial planning agreements.

Gregory Davies is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research.

Terrie Strawska is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Dominic Nieto is a Certified Financial Planner® with 38 years of industry experience, currently serving at UBS Financial Services since 2008. He holds a Series 63 license and is based in Farmington Hills, Michigan. Outside of his advisory role, he coaches youth hockey in the Plymouth, Michigan area. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including custody, underwriting, and capital markets activities.

Jeffrey Hoenle is a CFP® professional with 18 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. Prior to joining Osaic, he worked at Woodbury Financial Services Inc and Sii Investments, and he has also been affiliated with Platinum Wealth Management Group since 2007. Outside of his advisory role, Hoenle is involved in financial planning education as an instructor at Oakland University and holds leadership positions in several nonprofit and educational organizations related to estate planning and financial education. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Michael Hass is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 22 years at Woodbury Financial Services. Hass also presents Social Security workshops at local community centers. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.