John Reynolds is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and RBC Capital Markets. Reynolds is also involved with AQuest Wealth Strategies, a DBA related to his 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 advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of advisors and advanced operational tools.

Daniel Maldonado is a financial advisor at J.P. Morgan Securities in Novi, MI, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and The Huntington Investment Company. 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 with a non-discretionary approach.

Andrew Howe is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at Adient and Cooper Standard Automotive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Julie Rieseck is currently a Market Leader at Fidelity, where she leads a Market of Investor Centers and partners with Branch Leaders and their teams to deliver on the company's Standards of Care. In her role, she focuses on managing and supporting branch operations to ensure effective service delivery. Julie has held several positions at Fidelity, including Vice President and Branch Leader from 2022 to 2025, and Regional Coaching Consultant from 2021 to 2023. Her experience reflects a progression through leadership and coaching roles within the organization, contributing to her expertise in branch management and team development.

Charles Dobben is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Spring Arbor University. Outside of his advisory role, Dobben coaches tennis and pickleball in the Ann Arbor and Jackson, Michigan areas. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides customizable investment approaches supported by proprietary research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Matthew Heinz is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles, including positions at Torch Lake Cafe and Grand Valley State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Laura Sullivan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

David Miazgowicz is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill and Bank of America, NA since 2009 and previously worked at Banc Of America Investment Services, Inc. and LaSalle Financial Services, Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Dagher is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. He has been with LPL Financial since 1998 and has been involved with Simoni Oil Corporation since 1989. In addition to his advisory role, he is engaged in mortgage brokerage through Veracity Mortgage of Michigan, LLC, and serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning and a range of investment solutions including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform of financial services.

Christopher Whitmore is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016, including nine years at Morgan Stanley Private Bank, N.A. Whitmore serves on the booster board for United Farmington Girls Lacrosse in Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Aiden Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding individuals, families, professionals, and business owners toward lasting financial security through comprehensive planning and behavioral coaching. Aiden builds lasting relationships rooted in trust and personalized guidance, aiming to help clients make confident financial decisions. He became a Financial Advisor because he believes everyone deserves a clear financial plan and a trusted partner to navigate life's opportunities and challenges. He holds a Bachelor's Degree from Grand Valley State University and is a Personal Investment Advisor (PIA).

Matt Weber is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial planning strategies that align with their goals. He emphasizes empowering clients to actively engage with their wealth management process using Fidelity's tools and resources. Before his current role, Matt held positions as a Planning Consultant and Investment Consultant at Fidelity Investments. He also gained experience as a Wealth Associate with Legacy Wealth Partners and worked in roles such as Fraud Analyst and Mortgage Loan Processor at the Bank of Ann Arbor, as well as Mortgage Loan Coordinator at Citibank. Outside of his professional work, Matt enjoys activities such as biking, camping, family activities, outdoor adventures, parenthood, and skiing.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.

Josiah Keith is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Power Home Remodeling Group and in public school systems before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Jon Schafer is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Based in Brighton, MI, he currently serves clients through Ameriprise Financial Services, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement solutions, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Rachelle Hassan is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF for 11 years. 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, including high-net-worth clients, institutions, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary solutions.

Christian Odish is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as a contractor delivering and setting up floral arrangements for Flowers by Christina B. and assists with event setup for Inflate Detroit, a provider of party accessories. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a research-supported advisory process and incorporates a range of strategies including ESG considerations.

Dan Keith is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, initially serving as an Investment Consultant before advancing to his current role, where he provides financial consulting services. Dan's professional experience encompasses working with a diverse range of clients, focusing on financial planning and helping high-net-worth families evaluate and make informed financial decisions tailored to their individual goals and circumstances. Prior to joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2014 to 2015 and began his career as an Insurance Representative at Allied Financial from 2013 to 2014. Outside of his professional work, Dan has interests in boating, comedy, concerts, golf, and movies.

Jeffrey Fitzgerald is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured processes and firm-approved tools to model client outcomes.

Sergio Guerra is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Michigan State University. 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, and institutional platforms, supported by a large network of investment adviser representatives.