Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Deborah Renshaw is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 license and 14 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2019, and Mass Mutual Investors Services from 2012 to 2016. Outside of her advisory role, she is involved as a production assistant editing videos for Oakland County Cable Communications and performs part-time bookkeeping for Motas, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 proprietary research and operational tools.

Parker Millington is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at DTE Energy and PricewaterhouseCoopers LLP. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework in building model asset allocations.

Cole Chewins is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Clarkston Capital Partners, Betcar Accounting Inc., and Q2 Strategies LLC, as well as academic positions at Michigan State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research methods.

Debbie O'parka is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Merrill since 2005, with a one-year tenure at UBS Financial Services from 2012 to 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Zachary Lavene is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and NML Orthopedics. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 license and bringing two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works as part of a team of financial advisors, aiming to help clients pursue their financial goals through personalized wealth management strategies tailored to their unique circumstances. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Rhylie holds a Bachelor's degree from Michigan State University and holds the professional designations Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of her professional work, Rhylie participates in community volunteering, including involvement with Big Brothers Big Sisters. In her personal time, she enjoys cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Brian Brice is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Robert Hamilton is a Private Wealth Advisor with Merrill Private Wealth Management. He began his career as a Financial Advisor at Merrill in 1974 and joined Merrill Private Wealth Management, formerly known as the Private Banking and Investment Group, in 2007. In his current role, Robert works closely with a select group of households to define their financial goals and develop customized plans tailored to their priorities. Robert’s expertise includes investment management with a focus on strategic core portfolios, tactical opportunities, and asset allocation strategies for sophisticated clients. He serves as a Portfolio Manager in the Merrill Investment Advisory Program, managing personalized or defined strategies on a discretionary basis. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His areas of focus also encompass discretionary portfolio management, municipal bonds, hedge funds, private equity, securities-based lending, mortgage lending, and risk management. Robert holds a Bachelor’s degree from the University of Michigan and has earned the Personal Investment Advisor (PIA) designation. He and his wife Dannielle have lived in Franklin, Michigan since 1991, and they have two children. His personal interests include photography, traveling, and spending time with his family.

Kara Case is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Anthony Treboldi is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following five years at Chase Investment Services Corp. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools, with broad retail and institutional investment options.

John Rodriguez II is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at The Huntington Investment Company, Huntington National Bank, and Citizens Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jason May is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for 21 years, focusing on retirement planning and wealth management strategies. Jason works with individual clients and institutional clients, including those with 401(k) and defined contribution plans, to help build portfolios that aim to navigate various market cycles. A graduate of Bowling Green State University with a Bachelor of Science in Engineering from the School of Technology, Jason holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He joined Merrill in November 2020 and concentrates on servicing both existing and new clients. His client focus areas include divorce transition planning, institutional consulting, and services for endowments, foundations, and non-profits. Jason is involved in his community through volunteering and supports organizations such as the Ted Lindsay Foundation and the Birmingham Hockey Association. His personal interests include football, golfing, ice hockey, and ice skating.

Louis D. Nader III is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes over 30 years at Comerica Securities and three years at Ameriprise before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Silas Grosch is a Series 66-registered financial advisor with J.P. Morgan Securities in Birmingham, Michigan, with one year of industry experience. Prior to joining J.P. Morgan, he served nine years in the U.S. Navy and currently serves as an officer in the U.S. Naval Reserves, where his unit conducts training in scuba diving, explosive ordnance disposal, and forensic examination of electronics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kristie Gheysens is a financial advisor with Edelman Financial Engines in Troy, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process paired with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Charles Ducharme II is a financial advisor with Ameriprise in Grosse Pointe Woods, MI, holding Series 63 and Series 65 designations and having 17 years of industry experience. He worked at Oppenheimer & Co Inc for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports its financial advisors.

Michael Johnston is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has a background that includes roles at Lineage Logistics, Naked Lime Marketing, Reynolds and Reynolds Company, and ADP. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Blake Danna is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2022 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.