Jeffrey Hoenle is a CFP® professional with 18 years of experience in financial advising. He is currently with Osaic and has previously worked at Woodbury Financial Services Inc, Sii Investments, and Platinum Wealth Management Group. Hoenle serves as a director for a conservation nonprofit, teaches financial planning courses at Oakland University, and leads an educational organization focused on advanced planning. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad range of advisory and brokerage services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers.

Michael Hass is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 22 years. Outside of his advisory role, he presents Social Security workshops at local community centers. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing a model-based investment process that incorporates asset allocation, portfolio optimization, and both discretionary and advisor-managed strategies.

Stephen Gray is a financial advisor with Fidelity Investments in Troy, MI. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes positions at ATS Rocky Mountain and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and also serves as a registered commodity pool operator with established proxy-voting and governance procedures.

Kyle Volker is a financial advisor with J.P. Morgan Securities in Shelby Township, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Craig Lenhard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

Wendy Vanantwerp is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial in Troy, MI. She previously worked at the Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Outside of her advisory role, she is also an artist who operates a home-based business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

William McBride is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he worked at Michigan State University from 2019 to 2023 and at Seaholm High School from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.

John Garry is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes roles at Summit Insurance, LaFontaine and Sons Landscaping, and Central Michigan University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

Kristina Lehman is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2006. UBS Financial Services Inc. 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 plans.

Damon Dyas is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at their Grosse Pointe Park, MI office. Dyas participates in the Michigan State University Wealth Management Committee, providing industry insights and feedback on financial planning education. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Adams is a financial advisor with J.P. Morgan Securities in Macomb, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework. The firm combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Jaime Mccauley is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a guardian for his mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Reid Beyerlein is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial and its related entities since 2007. Outside of his advisory role, he owns and operates two businesses: Bline Investments and Ties Like Me, a networking organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports advisory programs with a focus on risk profiling and outcome modeling.

John Peters is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James & Associates since 1999. Peters serves as a member of the Finance Committee at Birmingham Country Club, where he advises on managing cash and borrowing strategies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, drawing on multiple portfolio management styles and affiliated research to support tailored client strategies.

Autumn Szlaga is a Series 66-registered financial advisor with Morgan Stanley in Troy, MI, and has been with the firm since 2026. Prior to joining Morgan Stanley, she worked at American Axle and Manufacturing and Great Oaks Country Club. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytical models.

Francis Barnhart is a financial advisor at UBS Financial Services with 50 years of industry experience. He has been with UBS since 1989 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Barnhart serves as a panelist on the NYSE Regulation Hearing Board and acts as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based allocations to tailor client plans.

Scott Lundberg is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. He has previously worked at SPC, Sigma Financial Corporation, Lincoln Financial Advisors, and Ameriprise. Lundberg also provides estate planning services through Encore Estate Plans and Trust & Will. 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 financial planning and investment management services, utilizing various advisory platforms and technology tools to support its large network of advisors.

Jeffrey Forche is a financial advisor at Robert Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2020, following four years at Wells Fargo Clearing. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and specialized tools.