Angela Vohs is Vice President and Branch Leader, leading a team of financial professionals with a commitment to fostering relationships and coaching advisors. She prioritizes client satisfaction and aims to ensure that each client interaction is meaningful and impactful. Angela believes that exceptional customer service and employee care are fundamental to a thriving workplace and strives to create an environment where both clients and team members feel valued and empowered. Before her current role, Angela served as Branch Manager at Etrade from 2018 to 2023. Her experience includes managing branch operations and leading teams to deliver financial services effectively. Outside of her professional responsibilities, Angela enjoys boating, gardening, golf, singing, skiing, and tennis.

Patrick Duerr Jr. is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Brynn Hadden is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining LPL Enterprise, Brynn worked at Pruco Securities LLC and has held various roles outside finance, including positions at Amazon and Grand Valley State University. 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 model portfolios and third-party asset management through an integrated platform combining advisory and brokerage capabilities.

Hio Rumschlag is a CFP® professional with over 42 years of experience in the financial services industry. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 1991 and is also the owner of R2 Financial Planning, LLC. Outside of his advisory role, he has involvement in life insurance sales and is a landlord through Rumschlag Realty, LLC. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and analytical modeling, and maintains specialized offerings such as municipal advisory services and employer SIMPLE IRA consulting programs.

Austin Carlson is a financial advisor with Ameriprise Financial Services LLC in Dearborn, MI. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2024. Prior to his advisory role, his work experience includes positions in retail and service industries and attendance at the University of North Dakota. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing investment research and algorithmic tools within a defined asset and product framework.

Geoffrey Orbach is a financial advisor at Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Sidhdharth Sheth is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services Inc. since 2008. He serves on the advisory committee of Orchard Lake Country Club, advising on financial operations, and has held board roles with Cranbrook, a private school, and Seen Magazine, a monthly social publication. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to deliver customized financial solutions.

Michael Acho is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with Cetera and previously worked at Osaic Fa, Inc for 18 years. Acho serves as a board member and finance committee member for several nonprofit organizations, including the Ocular Immunology and Uveitis Foundation and the Yatoomas Foundation for the Kids, and participates in the Michigan Association of CPA’s as a task force member. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform with a variety of program options and manages assets exceeding $256 billion.

Casey Quinn is a financial professional at Cetera with 18 years of industry experience and holds the Series 66 designation. Prior to joining Cetera in 2023, Casey worked at Valic Financial Advisors for 11 years and has been involved with Wealth Strategies Financial Group since 2022, focusing on fixed insurance sales. Casey operates in Southfield, MI. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and access to third-party managers.

Samantha Granata is a financial advisor with Ameriprise in Dearborn, MI, holding a Series 66 designation and having seven years of industry experience. Prior to joining Ameriprise in 2019, she worked at ATS Advisors and Henry Ford College. Outside of her advisory role, she is involved with Jim Thorpe LLC, where she manages various office operations and client service activities. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Karen Balow is a Series 66-credentialed financial advisor with Raymond James & Associates, where she has worked for 20 years. She has 21 years of industry experience and is based in Birmingham, MI. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Smith is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial Services and Foresters Financial from 2013 to 2019. Outside of his advisory role, he has served on the executive board of the Detroit Athletic Club, including terms as director of hockey operations, vice president, and president. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, allowing advisors to utilize affiliated and third-party managers or create custom strategies.

Conan Malmer is a financial advisor at Cambridge Investment Research Advisors with over 32 years of industry experience. He has been with Cambridge since 2009 and has a background that includes work with Integrated Financial Strategies Group and a long-term association with Eastern Michigan University. Malmer serves as a director of the Ypsi Baseball Project, a nonprofit organization focused on maintaining local baseball fields, and is a board member of Corner Health Center, a nonprofit healthcare entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, offering both proprietary and third-party strategies across multiple platform arrangements.

Kelley Saros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA 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, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dan Schuetz is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, John Cabot University, Northwestern Mutual, and Michigan State University. Outside of his advisory role, Dan serves as a referee in an adult recreational hockey league. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

David Viane is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2006. 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. The firm delivers these services through a select group of advisors on a non-discretionary basis, with clients retaining final decision-making authority.

Melissa Russell is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. She is also a notary public in Michigan, providing document notarization services for her clients. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support its investment analysis and asset allocation guidance.

Erik Ireland is a financial advisor at Primerica Advisors in Madison Heights, MI, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1991. Outside of advising, he serves as a trustee for his mother and is a member of Business Network International. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mark Fudold is a financial advisor at Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Bradley Holman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.