Jay Howard is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, with prior roles at Edward Jones, Merrill, Fifth Third Bank, and J.P. Morgan Securities. Outside of his advisory work, he serves as a Trusted Advisor for Vistage Michigan, advising CEOs and business leaders without compensation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice tailored to clients approaching or in retirement.

Jake Bradsher is a financial advisor at Equitable Advisors in Troy, MI, with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Oxus America, Quicken Loans, and Northwood University. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

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 designation and 14 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley, as well as MML Investors Services and MassMutual Life Insurance Company. Outside of advisory work, she is a part-time production assistant editing video for Oakland County Cable Communications and provides part-time bookkeeping services through Motas, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various technologies, including discretionary and non-discretionary management options.

Parker Millington is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at DTE Energy and PricewaterhouseCoopers LLP. 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.

Debbie O'parka is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2013. Merrill, in partnership with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Hunter Washington is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Independent contractor work with Berkshire Hathaway. Outside of advisory services, he presents at White Glove Workshops, a seminar marketing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.

Michael Reed is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for ten years at E&J Gallo Winery. He is the president of a local business networking group in Clarkston, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Zachary Lavene is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, NML Orthopedics, and Med Lee INC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 designation and 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held since 2015. She works closely with a team of advisors and client associates to provide clients in the Southeast Michigan area with comprehensive wealth management services. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income planning. Rhylie holds a Bachelor's Degree from Michigan State University and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). She is committed to delivering personalized financial strategies tailored to each client's long-term goals. Outside of her professional responsibilities, Rhylie is involved in community service through Big Brothers Big Sisters and enjoys spending time with her family. Her personal interests include 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.

Gregory Voyles is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages an LLC that oversees office leasing for Ameriprise P2 Advisors. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kara Case is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Her prior experience includes roles at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Dyllon Mac Dougall is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has prior experience at firms including Edward Jones and Ameriprise. Outside of his advisory work, he owns DMS Games LLC, a streaming service business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary research and third-party subadvisors.

Anthony Treboldi is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, supporting clients with planning but generally acting in an advisory capacity.

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.

Jeffrey Stark is a financial advisor with Edward Jones in Milford, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as the head volleyball coach at Oakland Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.