Top financial advisors working with married couples and partners in Pontiac, MI

Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.

Jennifer Pirret is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 10 years of industry experience. Her prior roles include positions at Cetera and Genisys Credit Union, where she has worked for over two decades. She is also involved with Genisys Investment Services related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary research and third-party strategies while supporting its platform with advanced operational tools.

Renee Roberts is a financial advisor at Ameriprise with 39 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1989. Outside of her advisory work, 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 Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal advice. The firm employs a collaborative, nondiscretionary approach and integrates proprietary research and third-party data in its planning.

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 in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Robert Schiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves individuals, families, and corporate executives by providing wealth management services that integrate investment resources from Merrill and banking capabilities at Bank of America. Robert works collaboratively with clients’ attorneys and CPAs to address all aspects of their financial lives. Since joining Merrill Lynch Wealth Management in 2000, Robert has focused on developing personalized financial strategies tailored to his clients’ goals, risk tolerances, and time horizons. He begins each client relationship with a thorough information gathering and risk assessment process and provides ongoing reviews to ensure alignment with evolving objectives. His services include assisting retirees with 401(k) distributions, income planning, and legacy planning. Robert holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Jonathan Dayton. He participates in the American Cancer Society’s annual Relay for Life and volunteers locally. A New Jersey native, Robert lives in Mountainside, NJ with his wife and two children. In his leisure time, he enjoys skiing and fishing.

Lynn Matheron is a financial advisor at Masonboro Advisors in Wilmington, NC, with three years of industry experience. She holds a Series 65 designation and has held positions at Capital Investment Advisory Services, Glasgow & Associates, and Coldwell Banker Sea Coast, among others. In addition to her advisory role, she is a licensed independent insurance agent. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm offers discretionary portfolio management, comprehensive financial planning, and sub-advisory services, using a tailored, asset-allocation approach that includes mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Peter Bittermann is a financial advisor at Westminster Financial Advisory Corp with 26 years of industry experience. He has worked at Westminster Financial Advisory since 2011 and previously was with RBC Capital Markets Corporation from 2008 to 2011. He holds the Series 66 designation. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and uses a buy-and-hold framework combined with discretionary trading and option strategies.