Connor Travis is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, working in various roles including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, Connor worked as a Financial Consultant at Equitable Advisors AXA Advisors from 2018 to 2021. Throughout his career, Connor has focused on collaborating with families to address their unique financial goals, needs, and dreams. He emphasizes a holistic approach that aims to ensure confidence and comfort throughout the financial planning process. Connor values the meaningful responsibility of assisting families in pursuing lifelong dreams. No additional information about his education, credentials, personal interests, or community involvement was provided.

Michael Kernya is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has previously worked at Merrill and J.P. Morgan in various roles from 2014 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured planning processes and offers access to diverse investment products alongside its advisory services.

Eric Metzger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities and was involved with the Novi Ice Dragons from 2018 to 2020. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets. The firm combines research from internal and third-party sources to deliver diversified investment solutions and offers a broad range of financial products through its affiliates.

Joseph Lesner is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include 18 years at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Van Doorne Jr Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously spent nine years at LPL Financial LLC. He is co-owner of Firma Financial Planning, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lauren Stavale is a financial advisor at Morgan Stanley with 13 years of industry experience. She has previously worked with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory role, Stavale is involved in fitness and health coaching through Beachbody LLC, where she helps people participate in fitness programs and wellness challenges. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm employs structured planning tools and supports a variety of investment and financial services, including relationships with private funds and structured-product activities.

Frank Griffo is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Timothy Ely is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory work, he assists with the accounting records for his wife's dental practice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured processes and firm-approved tools.

Daniel Donohue Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 38 years of industry experience and has worked with MassMutual and its affiliated firms since 1996. Outside of advising, he is involved as an insurance agent, including work related to life settlements. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation requiring separate arrangements.

Daniel Legner is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, IB Wealth Management, and Cetera Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sarah Horn is a Series 66-licensed financial advisor with Raymond James & Associates in Bloomfield Hills, MI. She has six years of industry experience, including her current role at Raymond James since 2019 and previous work at Shades Optical and Jartll Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lord Degraffenreid is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Banc One Securities Corporation. Outside of his advisory role, he is a partner and co-owner of Legacy Wealth Management Group, LLC, and is involved in a partnership operating a Famous Dave's BBQ franchise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse financial planning and portfolio management solutions supported by proprietary research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Helen Terenzi is a financial advisor at Stifel with six years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Producers Choice/Raymond James. Outside of her financial career, she has worked with L'Oreal USA in fragrance sales and promotion since 2005. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christopher Scott is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera Advisors LLC since 2013. Outside of his advisory role, Scott is a part owner of Bultynck & Co., a CPA firm providing audit, review, tax, bookkeeping, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes both affiliated and third-party managers.

Tari Saylor is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1983. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Thomas Bellos II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Bellos is involved with the nonprofit organization Empty Bowls Detroit, participating in planning and event preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Troy Yaldoo is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, tax-management strategies, and municipal advisory services, supported by internal research and the use of artificial intelligence in client advice.

Julie Bennett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior roles include positions at Infinex Investments, Comerica Securities, and Flagstar, where she has been associated for over a decade. 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 access to third-party asset managers, supporting account management through model portfolios and customized strategies.

Sarah Riedel is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Her early career includes multiple roles at the University of Michigan and positions in financial services and law firms. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.