Bradley Batur is a financial advisor with Morgan Stanley based in Rochester, MI, holding Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by proprietary tools and market simulations.

Mark Lundquist is a CFP® and Series 66-registered financial advisor with Edward Jones, based in New Baltimore, MI. He has 12 years of industry experience and has been with Edward Jones since 2013. 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 under management through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Madison Scarpelli is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Hantz Group, University of Michigan, Black Rock, Mott Community College, and Brick Street. Outside of her advisory role, she is a notary and involved in a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Alan Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Cetera Advisors. He serves on the Board of Directors for the Rochester Rotary as Assistant Treasurer and is Vice President of the Irish Network Detroit. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized recommendation reports, leveraging proprietary research and third-party data.

Joshua Grow is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2022, he worked at Topgolf from 2019 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management options.

Mitchell Schafer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sigma Financial Corporation for five years. He is also employed outside of investment advising as an administrative assistant at Strategic Financial Pathways. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with access to model portfolios and research from various sources.

Samantha White is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously spent one year at UWM and five years in a non-financial role at Chili's. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities across multiple periods since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Justin Riley is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior experience includes two years at Raymond James & Associates before joining various Fidelity affiliates in 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers model portfolios developed through systematic methodologies and long-term asset allocation strategies.

William Ashwell is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. Based in Rochester, MI, he also holds Series 63 and Series 66 licenses. Ashwell is involved in the sale of fixed insurance products, including life and annuity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Jennifer Terrano is a financial advisor at Ameriprise in Macomb, MI, with four years of industry experience and a Series 66 designation. She has been with Ameriprise for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held since 2015. She works closely with a team of advisors and client associates to provide clients in the Southeast Michigan area with comprehensive wealth management services. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income planning. Rhylie holds a Bachelor's Degree from Michigan State University and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). She is committed to delivering personalized financial strategies tailored to each client's long-term goals. Outside of her professional responsibilities, Rhylie is involved in community service through Big Brothers Big Sisters and enjoys spending time with her family. Her personal interests include cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Kara Case is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Her prior experience includes roles at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Eric Dovre is a financial advisor at Merrill in Auburn Hills, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Merrill 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, pension plans, corporations, and charitable organizations.

Craig Bastuba is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and holds leadership positions in other business entities. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.