Large-firm financial advisors working with divorced clients in Pontiac, MI

Daniel Chapman is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 13 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources primarily serves individual clients with a focus on retirement income planning, offering asset management, financial planning, and consultations. The firm manages approximately $143 million for around 374 clients and provides portfolio oversight through Fidelity’s institutional custody platform, incorporating various analysis techniques and third-party sub-advisers.

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.

Renee Roberts is a financial advisor with Ameriprise in Pontiac, MI, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 1989. Outside of her advisory role, she owns a tax preparation business called The Tax Lady and serves on the Board of Directors for the Rotary Club of West Bloomfield. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets managed within Ameriprise accounts.

Eli Durgham is a financial advisor with PNC Wealth Management in Waterford, MI, holding a Series 66 designation and two years of industry experience. His previous roles include positions at LPL Enterprise and The Prudential Insurance Company of America. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and executes investments via approved strategies with mutual funds and ETFs.

Ashley Harrison is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Huber Insurance Group, where she also serves as a case manager. Outside of financial services, she works as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She focuses on serving multi-generational, high net worth families and business owners, helping clients pursue personal goals such as college education planning, retirement strategy, legacy planning, and wealth management. Angela has over 16 years of experience in the financial services industry, having joined Merrill in 2007. She follows a disciplined process that involves understanding each client's specific needs and priorities, emphasizing open communication and family engagement in financial decision-making. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) credential. She has an Associates in Business from Henry Ford College. Outside of her professional role, Angela is active in her community and volunteers with several organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to foster positive change in conflict-affected areas. Her personal interests include cooking, genealogy, music, and photography.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including 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, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.