Riccardo Selva is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc., as well as teaching and performing music since 1994. He is also engaged as a music performer and teacher for churches and schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to different client needs.

Michele Dimovski is a Series 66-licensed financial advisor with UBS Financial Services in Plymouth, MI, where she has worked since 2007, totaling 17 years of industry experience. Outside of her advisory role, she has engaged in food delivery as a side job. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Alicia Mc Govern is a Series 66-licensed financial advisor with Edward Jones in Belleville, MI, where she has worked since 2007, totaling 18 years of industry experience. Outside of her advisory role, she is president of Womens Wealth and Wellness, a nonprofit focused on women’s education and health initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a network of approximately 23,701 financial advisors nationwide.

Daniel Dickhudt is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as President of DLPROPERTIES LLC, a company involved in managing rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brian Dover is a CFP® professional with 25 years of experience in the financial industry. He has worked at Edward Jones since 2020 and was previously with Raymond James & Associates for 11 years. Dover holds Series 63 and Series 65 licenses and is based in Plymouth, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Robert Coates is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1993. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Daniel Pason is a Series 66-licensed financial advisor with Osaic, based in Trenton, MI, with four years of industry experience. Prior to joining Osaic in 2022, he worked at The Accounting Office, Inc. and The Hantz Group. He is a partner in several business ventures including Redsky Agency LLC, which handles sales of fixed annuities and non-variable insurance products, and Redsky Tax LLC, providing tax planning and preparation services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joann Blake is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Cetera. Her prior roles include long-term positions with Avantax Advisory Services and Radabaugh Financial Services. She is treasurer/comptroller for a nonprofit organization, Boys and Girls Bible Clubs. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports over 10,000 advisors and manages more than $256 billion in assets. The firm offers a range of investment and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary program options.

Matthew Bocketti is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Quicken Loans and UBS. Outside of his advisory work, he coaches a local youth baseball team in Farmington Hills, Michigan. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Timothy Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Michael Ceaser Jr. is a CFP® professional with 50 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and has also been involved with Ceaser Capital Management since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, integrating both discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Sherwyn Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor of Riverhouse Capital Management LLC, a private vacation home business. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Brian Maxson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career that began on October 19, 1987, the day of the stock market crash. At that time, he observed the impact of market volatility influenced by fear and greed, which motivated him to study market fundamentals and help clients avoid emotional investment decisions. He serves ambitious clients including automotive, medical and private equity executives, engineers, business owners, attorneys, physicians, and corporate entities, focusing on practical and timely retirement and wealth management strategies. Brian holds a Bachelor of Business Administration degree in Finance from Eastern Michigan University and has obtained several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also acts as a Portfolio Manager, providing discretionary management of personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Brian supports several organizations such as The Junior Diabetes Research Foundation (JDRF), The American Diabetes Foundation (ADA), Faustman Labs, Eversight, The Humane Society, various church groups, and Eastern Michigan University. He lives in Canton, Michigan with his wife and has three adult children. His personal interests include golfing, antiquing, music, and spending time with family.

Ralph Gallo III is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in agricultural work at Lisa's Produce Market, where he performs duties including stocking produce and harvesting crops. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Monica William is a Financial Advisor with Thrivent Investment Management in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has served in various positions within Thrivent and has held pastoral roles, including Pastor of Congregational Care at Nardin Park United Methodist Church. She is also active as a chaplain for the West Bloomfield Police Department and is an ordained United Methodist Elder in Extension Ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates these services with managed accounts under its WealthPlan program.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has been in the financial services industry since 2025 and previously worked for DXC Technology Inc. from 2010 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pete Sebastian is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he collaborates with individuals and families to develop personalized investment strategies aimed at preserving and growing their wealth. He focuses on areas including family wealth management strategies, managing new wealth, and personal retirement planning. Sebastian holds a Bachelor's Degree from Purdue University and has earned the Personal Investment Advisor (PIA) designation. He works closely with clients to understand their financial goals and provides guidance on investing, retirement planning, and preparing for unexpected financial needs. He also coordinates with Bank of America specialists to offer comprehensive solutions encompassing banking, credit, home financing, and small business services. Outside of his professional responsibilities, Sebastian is involved with American Corporate Partners. His personal interests include baseball, football, traveling, and watching movies.

Elizabeth Williams is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations. Outside of her advisory work, she assists with banking and bookkeeping for a plumbing business owned by her fiancé. J.P. Morgan Securities LLC 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.

Jason Loiselle is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has prior experience with H. Beck, Inc. and operates Nornarf, Inc. dba Loiselle & AMP Associates, which provides tax preparation and accounting services. He also serves on the board of the Loiselle Foundation and is active as a musician with Saoco. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.