Amanda Bell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 12 years 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 investment consulting through various specialized programs.

Maria Baron is a financial advisor with J.P. Morgan Securities in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her work history includes positions at Merrill, Bank of America, and JPMorgan Chase Bank NA. Additionally, she oversees an Etsy boutique started by her daughter, supervising product design and online sales. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Woodhouse is a financial advisor with Ameriprise in St. Clair Shores, Michigan, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Woodhouse owns Detroit River Outdoors, a business specializing in outdoor clothing apparel. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service tailored to those meeting specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Adams is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial services. She holds the Chartered Retirement Planning Counselor™ (CRPC) designation as well as the Personal Investment Advisor (PIA) certification. Nicole specializes in areas including college education planning, liquidity management, retirement income, managing new wealth, portfolio management, and socially responsible, values-based, and ESG investing. She is also focused on supporting women and wealth. Throughout her career, Nicole has gained broad expertise across various financial products and services. She plays a key role in developing customized strategies for clients and diligently implements the tactical measures that support each client’s overall financial plan. Nicole earned her High School Diploma from West Bloomfield High School. Outside of her professional responsibilities, Nicole enjoys spending time with her family, including her daughter and three grandchildren. She also has two rescue dogs and pursues interests such as cooking, hiking, traveling, watching movies, and engaging in home improvement projects.

Heather Subran Marsh is a Series 66 licensed financial advisor with five years of industry experience. She is currently affiliated with J.P. Morgan Securities, having previously worked at Merrill and Bank of America in various roles since 1998. 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 broker-dealer and investment advisory registrations, delivering non-discretionary asset allocation recommendations supported by a centralized due-diligence framework.

Hussein Sobh is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in various roles at Louis Vuitton, Lululemon, and other organizations. He maintains outside employment with Louis Vuitton. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Connor Duncan is a Financial Advisor with Merrill Lynch Wealth Management, having joined the BDGSW Group in 2022. He is dedicated to assisting clients with a range of financial needs, including retirement preparation, college education planning, and guiding investors new to the industry. Connor emphasizes a disciplined and balanced approach to financial goals, focusing on client priorities and financial wellness. Connor holds FINRA Series 7, Series 63, and Series 65 registrations and the Personal Investment Advisor (PIA) designation. He graduated Cum Laude from Lake Forest College in 2020 with a bachelor's degree in finance. During his time in college, he was a student-athlete for four years and served as captain of the Men's Hockey Team for two years. Prior to joining Merrill, he gained experience as an internal wholesaler at TrueShares, an ETF boutique, and as an analyst servicing institutional investors at Tegus in Chicago. Outside of work, Connor enjoys playing hockey and golf. He has lived in several cities, including Raleigh, North Carolina; Calgary, Alberta; and Chicago, Illinois, before returning to Michigan, where he currently resides in Berkley with his fiancé Mary and their dog Rory.

Olaf Kroneman is a Series 66 licensed financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Outside of his advisory role, Kroneman serves as an assistant coach for a junior varsity lacrosse team at Cranbrook Kingswood. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michael Dymkowski is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2013 to 2022. Outside of his advisory role, he serves as a trustee for a family trust and holds ownership in a real estate-related LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Norman Jadan is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Edward Jones and previously worked at Financial Focus LLC and LPL Financial, LLC. His background includes roles at Wayne State University and DTE Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and operates under a fiduciary standard.

Jay Smith is a CFP® with 43 years of industry experience, currently serving at Raymond James Financial in Oxford, MI. He has been associated with Raymond James Financial Services, Inc. since 1986 and has worked with Metropolitan concurrently since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors, utilizing tailored planning and analytical tools to support client goals.

Damon Drew is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., and Massachusetts Mutual Life Insurance Company. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Joseph Kenyon is a financial advisor at Stifel with 25 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2010. Kenyon holds Series 63 and Series 65 designations and is based in Rochester, Michigan. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Steven Du Charme is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63, 65, and 66 licenses. He has 34 years of industry experience, including 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Vanessa Wojciechowski is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process using firm-approved methodologies.

Channing Pritchett is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. Pritchett has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mark Ivanovic is a financial advisor at OSAIC Wealth Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for 14 years. Ivanovic also serves as Vice President of The Investment Consulting Group LLC, where he manages client requests and oversees branch operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized portfolios across multiple asset classes.

Joseph Kolanowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., SSN Advisory, Inc., and OSAIC. He is also involved in an insurance and benefits business through the Dickerson Group, Inc. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment solutions across multiple platforms, featuring proprietary and third-party strategies with both discretionary and non-discretionary management options.

Jason Tether is a financial advisor with MassMutual Investors Services in Auburn Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. In addition to his advisory role, he is an insurance agent specializing in life and health insurance. MassMutual Investors Services, LLC is 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, structuring engagements as ongoing collaborations using firm-approved analytical tools to guide client recommendations.