David Evola Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 1999. Evola serves on the board of the Detroit Athletic Club Car Club and manages an office through his business, Evola Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Citrin is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Wells Fargo Clearing Services, LLC, where he has worked since 2020, following prior roles at Ameriprise Financial Services, Inc. and Citringroup. Outside of his advisory work, Citrin is involved in writing and speaking on mindfulness, self-awareness, psychology, and philosophy through his business Citringroup Media and is the author of the book *The General Theory*. He also serves as an election inspector for the City of Birmingham, Michigan. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions using research-based investment approaches.

Frank Eirosius is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Jackson, and Dawn Foods. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in financial planning, third-party asset management access, and affiliated insurance and trust services.

Asalyn Coachman is a financial advisor with LPL Enterprise, holding a Series 66 designation and 16 years of industry experience. Her prior roles include tenures at The Prudential Insurance Co. of America, Pruco Securities, LLC, and Ohio National Financial Services. Outside of advising, she is a business owner overseeing a dance studio in Buffalo, NY, and serves on nonprofit boards including The Baldwin Center and Oakland University School of Business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, with additional services including financial planning and insurance product sales through affiliated entities.

Olivia Bowden is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Before joining UBS, she worked in various roles at Club Pilates, Talkdesk, Starbucks, and has an academic background from The Pennsylvania State University and Cranbrook Kingswood Upper School. UBS Financial Services provides brokerage and advisory solutions to individual, corporate, and institutional clients, offering services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Adam Gaddy is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work experience at RSM US LLP and the Illinois Policy Institute. He also has a background that includes roles in higher education and non-profit organizations. 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. The firm's advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.

Gus Panos is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has previously worked at Merrill Lynch and Bank of America. Outside of advising, he is a general partner of SRGP Holdings, LLC, a Florida-based LLC involved in real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Nancy Goebel is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. She is based in Sterling Heights, MI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering 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.

Edward Peck is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is associated with Metro Detroit ADS, a publicly traded entity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory services.

Ryan Patterson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was employed at Swingtide, Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. 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 large network of investment adviser representatives.

Amber Atkins is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Comerica Bank and The Darren Findling Law Firm, PLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Kelli Marquardt is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney and Merrill during her career. Marquardt is based in Troy, MI. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Chase Meulebrouck is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2025, he worked at Merrill from 2022 to 2025. His background includes various roles outside finance, including positions in the restaurant and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Andrew Zale is a CFP® with 23 years of experience in the financial services industry. He has been with LPL Financial since 2010 and previously worked at Robert Baird & Co. in 2010. Outside of his advisory role, he serves as chairman of Oakland Township's Safety Paths and Trails Committee and is a trustee for Oakland Township, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions through a network of investment adviser representatives.

Madalena Piedmonte is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Huntington Private Bank, and spent time at Universal Cleaners and Michigan State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Hall Jr. is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2007 to 2019 before joining Wells Fargo in 2019. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steven Kus is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has served as owner and branch manager of Birmingham Wealth Partners since 2019 and previously worked at Hilliard Lyons for 16 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs.

Sara Kellenberger is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at DFCU Financial and Progressive Wealth Group. She is also a co-trustee and holds power of attorney for Robert K. Kellenberger. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party programs while providing ERISA fiduciary services to qualified plans.

Ross Haffey is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Rocket Mortgage and Chemical Bank. Outside of finance, he is a part-time baseball coach at Origin Athletics, a baseball training facility. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.