Gregory Schink is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he serves as an adjunct professor at Indiana University’s Kelly School of Business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Mark Suszan is a financial advisor with Raymond James Financial in Birmingham, MI, holding Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with Raymond James Financial Services since 2002 and owns a support company, Mark Suszan Inc. 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, corporations, and institutional clients, utilizing analytical tools and tailored planning approaches.

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 with Osaic Wealth in Troy, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Equity Services, Inc., Preferred Financial Partners, and Ameriprise. In addition to his advisory work, he serves as a Compliance Principal at Preferred Planning Partners, LLC, where he supervises office and downstream advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

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 at Raymond James & Associates with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, Voya Financial Advisors, Marlin Financial Advisors, and Merrill. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Kevin Sheard is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 designations and has 26 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Tactical Allocation Group, LLC, Chase Investment Services Corp., and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

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 in Troy, MI, holding Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with Equitable Advisors since 1999, including prior service with Axa Advisors. He is also the sole proprietor of Benjamin P. Hudson & Associates, a business operated on a very limited, uncompensated basis. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to tailor investment solutions.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses 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, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Joseph Buscarino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual and has also been associated with Tirami Su. In addition to his advisory role, Buscarino is involved in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

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 licenses with 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery tools and firm-approved methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Gregory Davies is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation. 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, and institutional platforms, supported by a large network of advisors and various investment tools.

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.