Mary Cox is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Wells Fargo Clearing and a company called HOME-DISABILITY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

James Bochenek is a CFP® professional with 42 years of industry experience, currently with LPL Financial since 2009. He previously worked for over three decades at Scripter and Associates, Inc. Outside of his advisory role, Bochenek also serves as a notary public, primarily notarizing documents for clients. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Mary Lou Zangerle is a financial advisor at Merrill with Series 63 and Series 65 licenses and 53 years of industry experience. She has worked at Merrill since 1978 and has been associated with Bank of America since 2009. Outside of her advisory work, she is involved with the Detroit Bird Alliance, a nonprofit focused on bird conservation and environmental appreciation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Ryven Ezinga is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he attended Michigan State University and worked at College Hunks Moving Company and EzCor Construction & Renovation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model with the SEC and broker-dealer oversight.

Zachary Fairless is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Hinkson Wealth Management and LA Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Galati is a financial advisor with Ameriprise in Troy, MI, holding a Series 65 designation and has one year of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and Michigan Financial Companies. Outside the financial industry, he was involved with Rev'd Up Fun from 2018 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and annual updates. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools within a defined investment universe supporting non-discretionary implementation by clients or advisors.

Jacob Baker is a Series 66 credentialed advisor with eight years of experience at Thrivent Investment Management. He previously worked at Cru for two years and currently serves as treasurer for the Rosedale Baseball League, a local little league organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based analyses across a broad range of planning topics without including implementation. The firm offers planning combined with managed-account programs under a consolidated billing option and does not accept discretionary trading authority for its Dedicated Planning Service.

Robert Burns is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has a longstanding role as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary models and third-party strategies, delivered via multiple custody platforms with both discretionary and non-discretionary options.

Kevin Barragan is a financial advisor with Fidelity Investments in East Lansing, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Fidelity, Charles Schwab, Deloitte & Touche LLP, and various construction-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Samantha Miller is a Series 66-credentialed financial advisor with Morgan Stanley, where she has worked for four years. Her prior experience includes roles at Shipt and the Rusty Bucket Restaurant & Tavern. Outside of her advisory work, she is involved as an employee of Twitch Interactive Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Doris Dollar Kuretich is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved in accounting and tax preparation activities through her own businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of portfolio management strategies and research resources.

Keith Dean is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at Jpmorgan Chase NA since 2008. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Kenneth Borg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes nearly three decades at Comerica Securities and three years at Ameriprise. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides comprehensive financial planning and consulting services, leveraging a wide range of portfolio management styles and research resources.

Michael Marshall is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the ChFC® designation and Securities Licenses Series 63 and 65. Prior to joining LPL Enterprise, Marshall was with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of finance, he owns and operates a mobile DJ service called The Spin Doctor DJ LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Shane Irvine is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Charles Belfiori is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he operates Belfiori Consulting Group, a Sub S corporation managing payroll and expenses for his practice. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor input and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Grant Osborne is a financial advisor with Equitable Advisors in Clarkston, MI, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously held positions at AXA Advisors, Jackson National Life, and Sysco Detroit LLC. Outside of finance, he operated a landscaping business under OSB Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model tailored to client goals, risk tolerance, and time horizon, offering both advisory and brokerage channels.

Gregg Panski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Merrill, and Bank of America. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Noah Hauswirth is a CFP® professional with four years of industry experience, currently advising at Raymond James & Associates. His prior work includes a role at Morgan Stanley and experience in business education at Miami University’s Farmer School of Business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Suomela is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.