Kelly Boyd is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2024, and at National Planning Corporation from 2010 to 2017. He is also involved in presenting seminars through White Glove Workshops. 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 access, and institutional platforms, with investment strategies implemented by investment adviser representatives using a variety of discretionary and non-discretionary approaches.

Roy Stewart is a CFP® certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial since 2001. He is based in Farmington Hills, MI, and holds a Series 63 license. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and diverse investment strategies.

Ramzi Boyd is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he worked for over two decades. In addition to his advisory work, Boyd has ongoing involvement as a financial advisor with Comerica Financial Advisors. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020, following a 21-year tenure at Merrill. Outside of his advisory role, he served as a Michigan Soccer Referee from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, as well as ESG considerations, supported by centralized due diligence and a range of affiliated investment-management services.

Julian Bueno is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and MassMutual Great Lakes. Outside of his advisory work, he is a partner in CryptoCeramics LLC, a business involved in art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Joel Michalek is a financial advisor at LPL Financial with 31 years of industry experience. He has held roles at LPL Financial since 2002, with a five-year period at Citizens Securities INC from 2015 to 2020. Outside of his advisory work, Michalek serves as a precinct delegate for the Republican Committee in Northville, Michigan. 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 a network of over 22,800 advisors.

Jerad Laparl is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Jhfn Sii for seven years before joining OSAIC in 2018. Outside of his advisory role, Laparl manages an LLC focused on employee oversight for a storage company. OSAIC serves a diverse client base including retail, institutional, high-net-worth, and non-high-net-worth investors, offering a range of brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with multiple program options such as Unified Managed Accounts and third-party money manager programs.

Ryan Hampton is a financial advisor with Merrill holding a Series 66 designation and currently has less than one year of industry experience. His prior work history includes roles at Bank of America, N.A., Dow Credit Union, and various educational institutions. 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.

Patrick Maher is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., VOYA Financial Advisors, Citizens Securities, and Charter One Securities. He has been associated with Cuso Financial Services and DFCU Financial since 2013. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by advisor-facing technology.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has a concurrent role in management at Cooper Standard Automotive, where he has worked for over 20 years. 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 financial planning, asset management, and institutional services, delivering advice through a large network of investment adviser representatives who utilize various investment strategies and operational tools.

Dean Thurman Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 36 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he owns White Glove, a non-investment-related business based in Birmingham, MI. 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 and third-party asset management, utilizing various portfolio strategies and advisor support tools.

Dawson Richard is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and involvement with Clean Works LLC and McCandless Township Sanitary Authority. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Nikolas Sellers is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His background includes roles at MassMutual Life Insurance Company and Northwestern Mutual entities from 2010 to present. Outside of advisory work, he is also engaged in life and health insurance sales as an agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Nicholas Bageris is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

Sheryl Liskiewicz is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Wells Fargo Clearing during her career. She is currently based in Bloomfield Hills, MI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

John Rogers is a Series 66-licensed financial advisor with Morgan Stanley, based in Farmington Hills, MI, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

William Roberts is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, Roberts serves on the board of a local church and participates on the board of a Salvation Army camp, providing guidance on business matters without compensation. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party managers and programs tailored to client risk profiles and needs.

Robert Hinshon Jr. is a Certified Financial Planner® with 50 years of industry experience. He has been with LPL Financial since 2009 and has operated his own advisory practice since 1975. Outside of his advisory work, he is involved in offering non-variable insurance products including life, disability, and long-term care insurance through Hinshon Financial Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various portfolio strategies and technologies.

Todd Green is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm emphasizes managed accounts and uses algorithmic automation overseen by a specialized committee to generate tailored retirement income plans.

Jennifer Blizinski is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1993 and also serves Bank of America, NA, where she has worked since 2009. Outside of her advisory role, she acts as executor for two estates in Warren, Michigan. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.