Brett Bergmoser is a CFP® with 28 years of experience in the financial industry and has been with UBS Financial Services since 1998. He is based in Rochester Hills, MI, and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to customize client plans.

Travis Leta is a financial advisor with J.P. Morgan Securities in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank NA, Osaic FA, Inc., and Waddell & Reed. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates an ESG eligibility framework.

Christina Falahee is a financial advisor at Morgan Stanley in Birmingham, MI, with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked as a Health Plan Advocate and at Lifetime Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and analyses.

Steven Zatkin is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisor role, he serves as co-trustee for a family trust and participates in neighborhood maintenance through a homeowners association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Michael Jordan is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and DWS Financial. Outside of finance, Jordan has experience working at Red Run Golf Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Mark Sullivan is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 as well as Bank of America, N.A. since 2009. 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 investment strategies for a broad range of clients including individuals, pension plans, corporations, and charitable organizations.

Cameron Marnoch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their savings and spending needs, helping to create comprehensive financial plans that align with both their short and long-term goals. Prior to this, Cameron served as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Cameron has developed experience in financial planning and client relationship management. He focuses on collaborating with clients to develop strategies that support their financial objectives. Outside of his professional work, Cameron has interests in comedy, concerts, food, golf, music, and volunteering.

Michael Mitchell is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. He has previously worked at Infinex Investments, Inc., Flagstar Bank, and Hillsdale College. In addition to his advisory role, Mitchell serves as an assistant branch manager and licensed banker at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Maxwell Graven is a Series 65-licensed financial advisor with Fisher Investments, based in Birmingham, MI, and has four years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at the University of Arizona, Valley Chain & Gear, Altria, Kidder Matthews, and Unite. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

James Mazure is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2025, he held roles at Sugarbush Tavern, Rapid Home Lending, and other firms. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach, provides access to third-party asset managers and model portfolios, and offers financial planning and consulting services.

Michael Hannosh is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held roles at Park Avenue Securities, Guardian Life Insurance Company, and is the CEO and owner of Mindful Peer Tech LLC, where he manages operations, sales, and product development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and advisory services supported by various portfolio management styles and affiliated research.

Eric Whipple is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo Clearing during his career. He is currently based in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Travis Smith is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Prior to joining LPL Financial in 2021, he spent 11 years as Chief Advertising Officer at Stickradt Media Group/NorthOaklandSports.com and 14 years working with various insurance carriers for W & R Insurance Agencies. Outside of financial advising, he remains involved in advertising through his role at Stickradt Media Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment models across varying strategies.

Alban Londo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Garett Eschels is a financial advisor with Cetera in Birmingham, MI, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His background includes roles at Concourse Financial Group Securities Inc and American General Life Insurance. He also operates Eschels Financial Group Inc, focusing on insurance sales and service. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience and a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and also holds a position with JPMorgan Chase Bank, N.A. since 2011. His prior experience includes roles at Fifth Third Securities, Chase Investment Services, PNC Wealth Management, Natcity Investments, and Valic Financial Advisors. 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 incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework.

Melannie Kleven is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Rochester Hills, MI, and has 10 years of industry experience. Her career includes roles at PNC Bank and various entities within JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and includes specialized capabilities in derivatives and commodities.

Keith Hatton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dwight Diener is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Diener serves on the Board of Directors for the Bloomfield Historical Society and the Bloomfield Township Library. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Stamper is a financial advisor with Wells Fargo Advisors in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo, he worked at Merrill from 2018 to 2022 and spent nine years at The Nakisher Law Firm, PLLC. Wells Fargo Advisors is an institutional firm serving a broad client base with a comprehensive investment approach.