Dawn Myers is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as a power of attorney and representative payee for her son. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than 14,000 financial advisors and manages approximately $671 billion in assets.

Andrzej Mendela is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has worked with the firm and its predecessors since 2012, including roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Mendela holds Series 63 and Series 66 registrations and is based in Troy, MI. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools to provide diversified portfolios with a long-term orientation.

Daniel Bolda is a CFP® professional with 40 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Michigan Pension and Financial Inc. and Commonwealth Financial Network. He is also the owner of Michigan Pension & Financial Inc., where he operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to proprietary model strategies as well as third-party advisers.

Pedro Delgado is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones in Southfield, MI. He has been with Edward Jones since 2015, with a brief period of unemployment in 2017. Outside of his advisory role, Delgado owns and operates Skyle Deals LLC, an e-commerce business focused on purchasing and reselling merchandise from local stores. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nisreen Kallabat Byrne is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Byrne is also a partial owner and silent partner in Crown Office Building, LLC, a commercial office space entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Ellaina Dibenedetto is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is part of the Carmody-Turner Group, which provides customized wealth management and planning strategies to select clients, families, and organizations across the United States. The team focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them, offering personalized service combined with the investment insights of Merrill and banking convenience of Bank of America. Clients typically served include physicians, serial entrepreneurs, college coaches, small business owners, executives, and other high-net-worth individuals and their families. The group works with clients face-to-face or virtually, depending on geographical and time constraints, to develop individualized plans aimed at achieving clients' financial goals with an emphasis on balancing risk and long-term success. Ellaina holds a bachelor's degree and a Master of Business Administration from Western Illinois University. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation. She actively contributes to the community through involvement with the Western Illinois University Foundation Board, Father's and Families Support Center, and the United Way Charmaine Chapman Society, and coaches youth sports within the Parkway West and Parkway-Rockwood school districts.

Tarah Thompson is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, she worked at Whirlpool Corporation for seven years and studied at Michigan State University. Outside of finance, she teaches group fitness classes at Life Time Fitness. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Sara Rabideau is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2002. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cynthia Balkwell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She previously worked at Metlife Securities and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she has served as an elections inspector and precinct chairperson in Davisburg, Michigan since 2003. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and a range of investment and planning programs.

William Burmeister is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Raymond James & Associates since 2021, following seven years at TIAA-CREF. Outside of his advisory role, he is a board member of the York Meadows Homeowner's Association. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through a range of portfolio management strategies and institutional services.

Sean Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he serves on the executive committee of The Parade Company, where he contributes to idea generation for new sponsors and advertising and helps organize the Thanksgiving Day Parade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Anthony Bossuyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and at Equitas America, LLC for one year. Bossuyt is based in Warren, MI. 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 investment adviser representatives.

Joshua Riga is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Donald Nadeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1999 and also maintains a longstanding association with Roney & Co. since 1988. Outside of his advisory roles, he is a partner in Brothers 4 LLC, a limited liability company. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services with a range of portfolio management styles.

Cortney Cook is a financial advisor at Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with Robert W. Baird & Co. since 2016. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and advisory services, supported by internal research and tools including artificial intelligence.

Ngufor Hilari is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is an officer of Hailey Cameron LLC, a real estate business based in Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market data to support its clients’ financial goals.

Isabella Messer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities since 2018 and has been affiliated with JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG frameworks to build tailored model asset allocations.

Eric Eggen is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, with brief roles at Citizens Bank and Citizens Securities, Inc. in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Cherene Smith is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Raymond James & Associates since 2016, with prior experience at Merrill and Financial Security Advisory Inc. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.