Robt Lineberger is a Series 66 licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Troy, MI since 2020. His prior work includes roles at Jackson National, Penske Automotive, and Michigan State University. Outside of his advisory work, he serves as an assistant coach for a youth baseball team. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Cornelius Aldridge is a Series 66-licensed advisor with J.P. Morgan Securities. He has one year of industry experience and previously served in the U.S. Army from 2020 to 2024. He has held various positions including roles at JPMorgan Chase Bank and the University of Michigan. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Curtis Kocher is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017, following a brief tenure at Coyote Logistics. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a managing member and 50% owner of Battenberg Investment Co LLC, where he is involved in investment decisions for family investments. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

Martin Harban is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience working with employees and business owners, focusing primarily on retirement planning. Martin advises clients across various areas including divorce transition planning, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, personal retirement planning, portfolio management services, small business strategies, and retirement income. Throughout his career, Martin has engaged with thousands of individuals to discuss financial topics and develop personalized savings plans. He emphasizes a one-on-one approach to create financial strategies tailored to each client's unique goals. His expertise encompasses money management, stocks, bonds, annuities, and 401(k) plans, with a focus on helping clients understand how these elements integrate within the broader market and economy. Martin holds a Bachelor's Degree from Drake University and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He also participates in community activities and dedicates time to volunteering. Outside of his professional work, Martin enjoys fishing, football, reading, running, and spending time with his family.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan and its affiliated entities since 2015. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Michael Marshall is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC from 1990 to 2024. Outside of his advisory work, he owns and operates The Spin Doctor DJ LLC, a mobile DJ service. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, with services spanning financial planning, consulting, and insurance product sales through affiliated entities.

Brian Schuessler is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Shane Irvine is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 strategies.

Giovanni Volpe is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and SPC. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Joaquin Gouch II is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, wealth management, exit planning, and related financial strategies. Joaquin works with individuals, business owners, and organizations to develop strategies that align financial decisions with long-term goals and personal values. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquin is also registered with Series 7 and 66 FINRA registrations and is registered in multiple states. He earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. A native to Metro Detroit, Joaquin supports multiple community-based organizations such as Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He has a passion for volunteerism and mentoring youth. Joaquin and his wife reside in Farmington Hills, where they enjoy spending time with family, watching movies, and staying physically active.

Nicole Moten is a CFP® professional with 21 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Moten serves on the executive board of the Poverty and Social Reform Institute, a nonprofit focused on children and family services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets and employing a structured planning process supported by firm-approved tools and model-based outcome simulations.

Hannah Le is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Her background also includes research experience at the Institute for Social Research and academic roles associated with the University of Michigan. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor investment plans. The firm operates with institutional trading capabilities alongside wealth management services.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Charles Belfiori is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he operates Belfiori Consulting Group, a Sub S corporation managing payroll and expenses for his practice. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor input and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Scherer is a CFP®-certified financial advisor with 16 years of experience, currently working at Edward Jones since 2010. He holds the Series 66 designation and is based in Waterford, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Grant Osborne is a financial advisor at Equitable Advisors in Troy, MI, with seven years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Axa Advisors, Jackson National Life, and Sysco Detroit LLC. Outside of finance, he operated a landscaping business, OSB Group, LLC, from 2016 to 2018. Equitable Advisors serves a broad range of clients, including individual investors, pension plans, corporations, and charities, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and proprietary programs, and offers services covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Michael Lehman is a financial advisor at Ameriprise in Bloomfield Hills, MI, holding Series 65 and Series 66 credentials with 19 years of industry experience. His career includes roles at UBS Financial Services and Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, delivering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Scott Schropp is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America, N.A. since 2011. Outside of his advisory role, Schropp is involved with the Schropp Family Fund, a donor-advised charitable organization affiliated with the Saginaw Community Foundation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.