Madalena Piedmonte is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Huntington Private Bank. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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 in Troy, MI, holding Series 66 and Series 63 licenses with two years of industry experience. Before joining Equitable Advisors, she worked at Progressive Wealth Group and DFCU Financial, where she spent a total of 19 years. She also serves as power of attorney and co-trustee for Robert K. Kellenberger. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

John Zekaj is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2012 in various roles. Prior to his current position, he was involved with Ferguson Enterprises and Renaissance Real Estate Investors. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Farah is a financial advisor with UBS Financial Services in Royal Oak, MI, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the finance committee of the Whaley Children's Center, advising on investment decisions and participating in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and tailored investment strategies.

Richard Tropea is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as Chairman of the Board for the Birmingham Bloomfield Symphony Orchestra. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Reynaldo Arceno Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Brandon Love is a CFP® with 22 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. He previously worked at J.P. Morgan Securities for 13 years and was involved with the Troy Sting and Troy Hornets from 2016 to 2021. UBS Financial Services 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, providing a broad range of financial products and research.

Christie Hecht is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, she worked for nine years at Ultimate Kronos Group. Outside of her financial advisory role, she occasionally writes women's fiction books and other publications. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, and custody services with a combination of non-discretionary guidance and access to affiliated discretionary investment options.

Angelo Fontanesi is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2010, including six years at the current firm. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Richard Jackson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure with AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Howard Margolis is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, City National Bank, RBC Capital Markets, Clarfeld Financial Advisors, and Citizens Securities. He serves as a board member for St. Joseph's Helpers, a nonprofit focused on providing basic home maintenance and repairs to those in need. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a range of portfolio management styles.

Tack Yong Kim is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2025 and has extensive experience in other business ventures, including marketing, operating Mikom LLC, and involvement with The Michigan Korean Weekly. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Richard Noethen is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. Their advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Paul Zarkowski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024. In his current role, Paul assists clients in creating investment plans utilizing Fidelity's tools and resources to support their financial goals both today and in the future. He emphasizes integrity and a commitment to listening and understanding his clients' situations and investment needs. Paul's approach centers on providing personalized investment strategies tailored to individual client circumstances. His experience at Fidelity Investments has equipped him with knowledge in investment consulting and financial planning. Outside of his professional work, Paul enjoys attending concerts, playing golf, watching movies, and running.

Christopher Scupholm is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Rollins College and South High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendations and ongoing advice. The firm's approach incorporates proprietary investment research, third-party data, and algorithmic tools, with distinct enrollment criteria and a product ecosystem influenced by affiliated fund relationships.

Thomas Vandoorne is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he co-owns Firma Financial Planning, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers non-discretionary, research-driven recommendations.

Matthew Flynn is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ameriprise, Concorde Investment Services, and L.M. Kohn & Company. He serves as a board member of the Troy Chamber of Commerce. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a nationwide network of over 10,000 advisors.