Joshua Bush is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Bush is the owner of two real estate-related businesses, Arbusto Amadeo LLC and Honeybee Investments LLC, both located in Michigan. 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 network of financial advisors and branch offices nationwide.

Brett Bergmoser is a CFP® with 28 years of experience in the financial industry and has been with UBS Financial Services since 1998. He is based in Rochester Hills, MI, and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to customize client plans.

Travis Leta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank NA since 2011. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christina Falahee is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Morgan Stanley since 2021 and previously worked as a Health Plan Advocate and at Lifetime Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from a dedicated investment committee.

Steven Zatkin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory work, he serves as co-trustee for a family trust and is involved in neighborhood maintenance through his homeowners association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and offers a range of investment and advisory solutions across retail and institutional markets.

Michael Jordan is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and DWS Financial. Outside of finance, he has been involved with Red Run Golf Club for six years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Mark Sullivan is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 as well as Bank of America, N.A. since 2009. 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 broad range of clients including individuals, pension plans, corporations, and charitable organizations.

Cameron Marnoch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their savings and spending needs, helping to create comprehensive financial plans that align with both their short and long-term goals. Prior to this, Cameron served as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Cameron has developed experience in financial planning and client relationship management. He focuses on collaborating with clients to develop strategies that support their financial objectives. Outside of his professional work, Cameron has interests in comedy, concerts, food, golf, music, and volunteering.

Michael Mitchell is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, Inc. and Flagstar Bank, where he serves as an assistant branch manager and licensed banker. 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 provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Maxwell Graven is a Series 65-licensed financial advisor with Fisher Investments, based in Birmingham, MI, and has four years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at the University of Arizona, Valley Chain & Gear, Altria, Kidder Matthews, and Unite. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

James Mazure is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously in roles at Sugarbush Tavern, Rapid Home Lending, and other varied positions. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Michael Hannosh is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held roles at Park Avenue Securities, Guardian Life Insurance Company, and is the CEO and owner of Mindful Peer Tech LLC, where he manages operations, sales, and product development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and advisory services supported by various portfolio management styles and affiliated research.

Eric Whipple is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having worked previously at Wells Fargo Clearing and Wells Fargo Advisors. His background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client goals.

Travis Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL in 2021, he spent over a decade with Stickradt Media Group/NorthOaklandSports.com as Chief Advertising Officer and worked with various insurance carriers through W & R Insurance Agencies. 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, financial planning, and brokerage services supported by research and various portfolio management options.

Alban Londo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2016, following a decade at JPMorgan Chase Bank NA. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Garett Eschels is a financial advisor with Cetera in Birmingham, MI, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His background includes roles at Concourse Financial Group Securities Inc and American General Life Insurance. He also operates Eschels Financial Group Inc, focusing on insurance sales and service. 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 discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Melannie Kleven is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services through a select group of Wealth Advisors.

Keith Hatton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill and Bank of America since 2015. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dwight Diener is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Diener serves on the Board of Directors for the Bloomfield Historical Society and the Bloomfield Township Library. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Stamper is a financial advisor with Wells Fargo Advisors in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo, he worked at Merrill from 2018 to 2022 and spent nine years at The Nakisher Law Firm, PLLC. Wells Fargo Advisors is an institutional firm serving a broad client base with a comprehensive investment approach.