Nicole Morgia is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill Lynch Pierce Fenner & Smith since 2016. 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 various institutional investors.

Justin Hessler is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked for NYLIFE Securities LLC and New York Life Insurance Company from 2023 to 2026. Outside of his advisory career, he has been involved with Papa Bee Farms since 2018. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and participation in a wrap program.

Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.

John Downey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Kellie Champagne is a financial advisor with LPL Enterprise, holding the Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as a decade at Ken-Rich Concrete Lifting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Yan Yang is a Series 66-licensed financial advisor with LPL Enterprise in Troy, MI, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, Yan worked at R2O Insights and held roles at Hannover Reinsurance, Munich Reinsurance, and Blue Cross Blue Shield of Michigan. Yan also teaches at Michigan State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven and emphasizes access to third-party asset managers and model portfolios.

Amy Niedzwiecki is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. She has been with Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Prior to her advisory career, she was an independent Amazon merchant from 2019 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment strategies.

Victoria Mady is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2021 and has also worked in various roles related to tennis and education, including involvement with the Detroit Tennis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, specializing in tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Lindsey Irish is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley before joining Merrill and its parent company Bank of America. 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 for a range of clients including individuals, high-net-worth investors, and institutional entities.

Nathan Poplars is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors and completed an internship at Michigan Financial Companies. Outside of his advisory roles, his work history includes various positions during and after his time at Michigan State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment portfolios.

Riley Stesiak is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 credential and four years of industry experience. His prior roles include positions at United Wholesale Mortgage, Monarch Textile Rental Services, and Morgan Stanley’s Lukas Cohen Retirement Planning Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching them to various program models and discretionary managers, utilizing both proprietary and third-party investment solutions.

Geoffrey Thompson is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to this, he was with UBS Financial Services for one year. He manages non-variable insurance products including life, health, disability, and fixed annuities as part of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, with a focus on providing customizable investment strategies through a large network of advisors.

Leonard Brunkey is a financial advisor with Cambridge Investment Research Advisors in Rochester, MI. He holds the CFP® and ChFC® designations and has 37 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2005 and with Keystone Financial Services since 1995. Outside of his advisory work, he provides services through Keystone Financial Services such as bookkeeping, estate planning preparation, and assisting with nursing home reviews. Cambridge Investment Research Advisors 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 operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, third-party advisers, and proprietary model strategies.

Virginia Wisely is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and market modeling in its financial planning process.

Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.

William Schmidt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management for individuals and their families, assisting clients in pursuing their financial goals through personalized strategies. His approach integrates the investment insights of Merrill with the banking services of Bank of America to navigate today's complex markets. William's expertise encompasses areas such as college education planning, executive and equity compensation services, family wealth management, legacy planning, retirement income, and tax minimization. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Economics from Miami University, with minors in Management and Latin American Studies. William is involved in community activities such as Teach on the Beach and Racquet Up Detroit and is a member of the Detroit Athletic Club. He resides in Pleasant Ridge, MI with his wife, daughter, and two dogs, and enjoys cooking, fishing, and traveling in his free time.

Robert Zvonek is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial and Summit Brokerage Services. Outside of his advisory role, he serves as a committee member on the finance committee for the Clinton River Watershed Council, a nonprofit organization. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various risk assessment tools and offers access to third-party money managers and alternative investments.

Thomas Boogren is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at Commonwealth Financial Network and Hinkson Wealth Management, where he provided investment advisory services. Outside of finance, he managed a landscaping business and has experience working in a collegiate environment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytic tools and risk profiling to deliver tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Amy Kelly is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC from 2009 to 2025. 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 provides both brokerage and advisory solutions.

David Krahn Jr. is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he held positions at several firms including Woodbury Financial Services and Bridgewise Financial Partners. Outside of advising, he works as a sports official for the Michigan High School Athletic Association, officiating football and basketball games. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across various programs such as comprehensive financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization to support a diverse client base that includes individual investors, retirement plans, charities, and corporate clients.