Christopher Brannan is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary capital market research with wealth management services and institutional trading capabilities.

Mircea Corches is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and AllState Financial Services, among other firms. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through a quantitative, ESG-aware asset-allocation approach. The firm’s advisory services are delivered on a non-discretionary basis and incorporate centralized due diligence and manager solutions.

Jessica Pauly is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and four years of industry experience. She has previously worked at LPL Financial for nine years and has been affiliated with Dale P. Robinson for ten years. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios that include various asset classes and investment strategies.

Larry Wood serves as a Client Experience Advisor at Merrill Lynch Wealth Management, where he collaborates with clients to understand their financial situations and presents solutions through Merrill and Bank of America. His approach focuses on uncovering what matters to clients and their families to help develop strategies that pursue their financial goals. With a background as a former collegiate and semi-professional baseball player, Larry brings discipline and a competitive drive to his financial advisory role. He holds a Bachelor's and a Master's degree from Northwood University, including an MBA with a concentration in Finance, and possesses multiple professional designations, such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Larry's expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and sports and entertainment financial services. He maintains community involvement with organizations including the Bay Area Family YMCA, Northwood "Go M.A.D.", the Salvation Army, and participates in Walled Lake Western Baseball.

Nicholas Paparelli is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 licenses and having five years of industry experience. His previous roles include positions at The Huntington National Bank and The Huntington Investment Company. Outside of financial services, he was involved with Elite Catering for four years. 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 clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Winkler is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2019 before joining Raymond James in 2019. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Patrick Ingram is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at RFC Financial Planners and has been with Raymond James & Associates since 2024. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Donald Denstaedt is a financial advisor at OSAIC with 18 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and Sii Investments, and has been co-founder of Platinum Wealth Management Group since 2007. He also serves as Vice President of Strategic Partnerships at Advanced Planning Education Group and teaches Investment Planning at Oakland University. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and platforms to construct portfolios across multiple asset classes on discretionary or non-discretionary bases.

Curt Green is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following nine years at J.P. Morgan Securities. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in financial decision-making.

Rachael Butler is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Serra Group in Farmington Hills. She works closely with executives, pre-retirees, and business owners to provide clarity and structure during major financial transitions such as selling a business, stepping into retirement, or navigating a career change. Her approach begins with understanding clients' priorities, families, and legacies to create personalized plans aligned with their long-term goals. Rachael focuses on exit and pre-liquidity planning for business owners, retirement planning for pre-retirees and executives, tax-efficient wealth strategies, and coordinating with clients' CPAs, attorneys, and other advisors to develop seamless financial plans. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from the University of Michigan System. A lifelong Michigander from Metro Detroit, Rachael is involved in professional organizations such as Inforum and Northridge Church, and community initiatives including Better Money Habits Ambassador, Gleaners Community Food Bank, and Michigan Humane Society. She balances her professional work with personal interests like gardening, reading, running, spending time with her family, and traveling.

Rachelle Nozero is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and having 30 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and lending programs through its extensive platform.

Brett Rude is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Securities, and other firms. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Thomas Welch is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brian Shindeldecker is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 investment strategies.

Shane Moran is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2025 after spending four years at a national accounting firm, where he developed strong client service and relationship-building skills. Shane focuses on Divorce Transition Planning, Family Wealth Management Strategies, and Legacy Planning, assisting individuals and families in achieving their financial goals through personalized strategies and tactical guidance. He holds a Bachelor's degree in Accounting from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Prior to this, he attended Henry Ford College and Schoolcraft College without completing a degree, and graduated from Dearborn High School. Shane's experience includes a background in college basketball, reflecting his competitive spirit. Originally from Dearborn and now residing in Wyandotte, Shane is engaged in his local community as a member of his church. Outside of his professional work, he enjoys various sports such as basketball, golf, baseball, and football, along with cooking, fishing, traveling, and spending time with his wife, Tess.

Issac Power is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at New York Life and NYLIFE Securities, as well as experience in education at high schools and Baylor University. In addition to advisory work, he is an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Erin Ross is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

William Mokma is a financial advisor with Ameriprise in Belmont, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes over two decades with Huntington National Bank and Huntington Investment Company prior to joining Ameriprise in 2026. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Christian Nieman is a CFP® professional affiliated with Raymond James & Associates, bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services. He serves on the finance committee of The Judson Center, a nonprofit organization focused on children and youth. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eric Wojciechowski is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. He worked at Charles Schwab for 22 years before joining Raymond James in 2025. Outside of advising, he owns and manages a rental property through his LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and public entities. The firm offers financial planning, investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.