Rob Orosz is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants in Novi, MI. He focuses on delivering a client experience that aligns with Fidelity's standards of care. Rob has held leadership roles at Fidelity Investments since 2013, progressing from Branch Service Manager to Assistant Branch Leader, and currently serves as Vice President, Branch Leader since 2025. Throughout his career at Fidelity, Rob has gained extensive experience in branch management and client services. Outside of his professional responsibilities, he enjoys cooking and baking, participating in family activities, fishing, fitness, and running.

Maureen Elliott is a CFP® with 16 years of industry experience and has been with Edward Jones in Brighton, MI since 2011. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Morey is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMORGAN Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage and investment management capabilities.

Ryan Welch is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and has held various roles in corporate and educational settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio options supported by research from LPL and third-party providers.

Anthony Lambert is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it offers oversight and advisory services with a focus on systematic methodologies and long-term asset allocation.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Kreutzer is a financial advisor with LPL Financial in Walled Lake, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2013. Kreutzer operates a DBA entity named ClearPath Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various investment strategies.

Linda Bonham is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of advisory work, she owns and manages Becker Bonham Management, LLC, an office building management business, and operates Advantage Bookkeeping, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Martin Macdougall is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficient strategies, with a focus on assets managed within Ameriprise accounts and employs algorithmic tools overseen by a dedicated committee.

Eric Barnes is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Cetera since 2013 and also serves as sales branch manager of Vantage Financial Group, Inc. He is licensed to sell fixed insurance products, including life and annuities. Cetera Investment Advisers LLC operates a nationwide network of independent advisors providing portfolio management, financial planning, and retirement services to individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary investment options with access to affiliated and third-party managers.

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Karla Nagorsen is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked with Cetera Wealth Services, Avantax Advisory Services, and iVantage Group. Outside of her advisory role, she is involved in a family-owned media company providing advertising and marketing services, and she serves as a trustee of a personal family trust managing assets for her children. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment strategies across various program structures with over 10,000 advisors and $256 billion in assets under management.

Amber Deel is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her career reflects a commitment to providing financial planning services tailored to clients' goals and values. Amber holds a California Insurance License, supporting her work in financial consulting. She emphasizes building trusting and reliable relationships with clients to develop flexible financial plans that adapt to life changes. Outside of her professional life, Amber enjoys activities such as attending concerts, cooking and baking, family activities, motorcycles, pets, and traveling.

Ian Goins is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, his work history includes roles in various industries such as hospitality and waste services. Outside of finance, he has experience working at Moose Ridge Golf Course and XGolf Brighton. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies.

Anthony Bove III is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory work, he serves as an Industry Arbitrator for FINRA. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Mark Diederich is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he spent 13 years at FSC Securities Corporation. Outside of advisory work, he operates an insurance agency with his wife that offers personal, commercial, and health insurance products. OSAIC serves a diverse client base including retail, high-net-worth, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services with access to third-party managers, employing a range of asset allocation tools and investment strategies.

Mircea Corches is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at J.P. Morgan and JPMORGAN Chase Bank since 2018. Prior to that, he held positions at AllState Financial Services and Prudential Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Carol Miskovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. Prior to joining LPL Financial in 2024, she worked for Founders Financial Securities, LLC for 18 years. She is also involved with Tallman Financial Services, LLC, focusing on non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

John Priestap is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has been affiliated with Raymond James since 2009 and operates Priestap Financial LLC. 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, 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 municipal advisor affiliation.

Jonathan Mc Clain is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with J.P. Morgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.