Gerald Purdy is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 16 years. He is also co-owner of Firma Financial Planning, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver tailored, non-discretionary retirement recommendations.

Adriana Shkreli is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been employed at JPMorgan Chase Bank since 2013. In addition to her role at J.P. Morgan Securities, she is also an employee of JPMorgan Bank, where she offers certain banking products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Gongju Baek is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. Their prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, and Atomy America Inc. Baek holds Series 63 and Series 66 designations. 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 brokerage, distribution, and investment management capabilities.

Brian Probst is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James & Associates, where he has worked since 2016. Probst is also the CEO and branch owner of Probst Private Wealth Management, a support company based in Auburn Hills, MI. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports clients through various advisory programs, with notable involvement in municipal advisory services and employer SIMPLE IRA consulting.

Susanne Kullen is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wealth Strategies Financial Group and Securian Financial Services. Outside of her advisory work, she is a member of BRSK Management, LLC, a property management business, with no active duties. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income, tax efficiency, and Social Security strategies.

Renee Hof Lacey is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, serving a combined total of 13 years at the latter two firms. Raymond James & Associates, Inc. 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 non-discretionary financial planning and investment consulting supported by a nationwide adviser network.

Bruce Greening is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Center For Wealth Planning Advisors, Inc. He is also a managing director at Kenwood Capital Advisors, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

Mark Ducharme is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2025 and concurrently works with Innovative Financial Inc, where he serves as a financial professional and tax preparer. Ducharme is also president of Ducharme Financial Services Inc, an entity established for income tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with a variety of program structures and custodial relationships.

Jeremy Coppola is a financial advisor at LPL Financial with three years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial, he worked at OSAIC and several other firms. Outside of his advisory role, he serves as a case manager and financial paraplanner at Cobblestone Financial Services. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Derrick Glencer is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at Raymond James Financial. He worked at LPL Financial for 15 years before joining Raymond James in 2019. Outside of his advisory role, Glencer serves on the Board of Directors for the Birmingham Athletic Club in Bloomfield Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm focuses on tailored, non-discretionary planning and uses analytical tools such as risk profiling and modeling to support client goals.

Mike Amine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Minnesota Life Insurance Company and Securian Financial Services, and he has been managing partner at Wealth Strategies Financial Group since 1990. He serves on the advisory boards of the National Wrestling Hall of Fame and The University of Michigan Club of Greater Detroit, and is an officer of the non-profit Wrestlers in Business Network. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 independent advisors nationwide. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering various portfolio management and consulting services through a multi-manager platform.

Lisa Bailey is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has formerly worked at Ameriprise, Comerica Bank, and Comerica Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Joann Weingartz is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a personal representative for her mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Avery Waite is a financial advisor at Merrill with Series 66 and Series 63 credentials and six years of industry experience. Prior to joining Merrill, Waite worked at Plante Moran Financial Advisors and AIG Retirement Services among other firms. Waite has also held roles outside finance, including involvement with Central Michigan University Annual Giving. 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 individuals, high-net-worth clients, and institutional investors.

Jennifer Pirret is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Cetera and Genisys Credit Union, where she has been involved for over 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing a variety of investment strategies and technology solutions.

Nick Singh is a financial advisor with LPL Financial in Southfield, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been affiliated with Commonwealth Financial since 1993, Executive Wealth Management since 2006, and INVEST Financial Corp. since 2009. His current tenure with LPL Financial began in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Robert Abraham is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Sigma Financial Corporation, Spectrum Financial Resources, and United Planners' Financial Services. Outside of his advisory role, he operates an independent insurance 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 nationwide network. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Justin is a CFP® professional with 26 years of experience in the financial services industry. He has been with LPL Financial since 2009. He operates a DBA under the name Stratmore Financial Group in Troy, MI. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Crandall is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.