Christopher Beauvais is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and had shorter tenures at OSAIC and DeRoy & Devereaux before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and investment recommendations influenced by an affiliated product ecosystem and distribution arrangements.

Ian Cole is a financial advisor with Thrivent Investment Management in Mount Clemens, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trevco, Inc. and Shinola Detroit. Outside of his advisory work, he is the president and owner of Mount Clemens Brewing Company, a business involved in brewing and distributing beer to retailers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of financial topics without discretionary trading authority, and clients may combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Charles Mc Calla is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities 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, distribution, and investment management capabilities.

Lisa Cuckovich is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2022, she worked at the International Academy and Costco Wholesale, and she spent 25 years at the Academy of the Sacred Heart. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Kerry Lacy is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding career as a professional musician and bass player. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer and insurance services through affiliated entities.

Michael Kaline is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 licenses with 21 years of industry experience. His prior work includes roles at Ashton Young, Inc. and LSG Financial LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and advanced planning tools.

Gary Brown Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds a Series 66 credential and has previously worked at PNC Investments and JPMorgan Chase Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms.

Scott Rooney is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding the Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation. He also serves as a speaker for White Glove Workshops, conducting investment-related seminars. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jeffery Leaf is a financial advisor at Merrill Lynch Wealth Management, where he works with the Locniskar Pursel Biddinger Nienberg Rochow Group. The team focuses on wealth and investment management for affluent individuals, family offices, and institutions with complex needs, offering custom solutions and servicing multiple generations of family wealth. Jeffery collaborates closely with a limited number of clients including business owners, corporate executives, professionals, philanthropists, and foundations to address their complex financial challenges and investment decisions. With over twenty years of experience in wealth and investment management, Jeffery has served as a private portfolio manager and market leader at one of the world's largest investment managers. His background includes servicing large and complex investment teams and their clients in the Midwest, providing him with a distinctive perspective for creating custom plans and implementing risk-managed solutions. Jeffery holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) certification. He earned his master's degree from Walsh College and his bachelor's degree from the University of Michigan. Jeffery is a member of the CFA Society of Detroit, and participates in community organizations including American Corporate Partners, Gift of Life Michigan, and Michigan Eye Bank. He resides in Oakland Township with his wife and four daughters. Outside of work, Jeffery enjoys biking, golfing, ice hockey, ice skating, music, scuba diving, skiing, traveling, and spending time with his family.

Dylan Seibold is a financial advisor with LPL Financial based in Sterling Heights, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Genisys Credit Union, he worked as a general contractor and has experience in pest control and higher education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Prechtel is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at VMG Health, T. Rowe Price, Prudential Financial, and Doordash. Outside of his advisory work, he operates a separate business under the name At Aspen LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models, including third-party sponsored programs, and offers ERISA fiduciary services to qualified plans.

Troy Allen is a financial advisor at Charles Schwab with 29 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co. since 2005. Outside of his advisory role, he serves as the Grand Rapids Chapter President of the Ruffed Grouse Society & American Woodcock Society, where he leads the planning team for chapter events. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by its integrated operational structure and centralized service model.

David Vera is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab in Troy, MI since 2014. He holds the Series 66 designation and has been involved with Charles Schwab bank and Charles Schwab over the past 12 years. Vera is a board member of the Boys & Girls Club of Troy, participating in community outreach and fundraising activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Jennifer Galey is a CFP® professional with 14 years of experience, currently with Ameriprise in Troy, MI. She has been with Ameriprise and its affiliated entities since 2010, including a role at Key Management Group from 2010 to 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Lauren Doherty is a Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Mid Michigan area. She focuses on being a resource and advocate to help clients achieve their financial aspirations by providing thoughtful investment guidance, proactive planning, and comprehensive wealth management solutions. Lauren earned a Bachelor's degree in Finance from the Eli Broad College of Business at Michigan State University. She holds the Personal Investment Advisor (PIA) designation and has experience in retirement planning, family wealth management strategies, college education planning, small business strategies, and women and wealth. Prior to joining Merrill, Lauren worked at Equitable Advisors, where she specialized in helping public school educators with retirement planning. Outside of her professional role, Lauren coaches sideline and competitive cheerleading for Bridgeport High School and is involved with the Frankenmuth Jaycees. She enjoys spending time with her family, camping, cooking, dancing, gardening, music, painting, and skiing.

Nancy Papo is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes roles at Centaurus Financial, Inc. and Ameriprise. She also serves as a FINRA arbitrator in a non-investment capacity, hearing arbitration cases and deciding outcomes based on evidence. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Sally Hawk is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked with Gordon Financial Advisory Services and FSC Securities Corporation for over two decades. Outside of advisory services, she owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by advanced research tools and a broad platform of financial products.

Lauren Ruggirello is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her work history includes multiple roles at Merrill and Bank of America, as well as positions outside the financial services sector. Merrill, together 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 a range of individual and institutional clients.

Rebecca Glaeser is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lewis Walterhouse II is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 licenses and bringing 37 years of industry experience. He has worked at Raymond James & Associates since 2016. 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 broad client base, including individuals, institutional plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.