Melanie Daugherty is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Reginald Harrison is a financial advisor with LPL Enterprise holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Harrisdirect LLC, and E*Trade Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including financial planning, insurance products, and affiliated trust custody services.

Lisa Volpari is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2007, following a year at KeyBanc Capital Markets Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology that guides asset allocation and planning, while clients maintain discretion over implementation.

Mikel Juncaj is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JP Morgan Chase and Linos North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and systematic methodologies to manage model portfolios.

Dustin Mead is a Series 66-licensed financial advisor with 15 years of industry experience, currently with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Investment Professionals, Inc., and Edward Jones. Outside of his advisory work, he is involved with Bear Claw Holdings, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and participation in wrap programs, alongside affiliated insurance and trust services.

Christopher Pecktol is a financial advisor with J.P. Morgan Securities in Grosse Pointe Farms, MI, holding Series 63 and Series 66 credentials and over 15 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked at Jpmorgan Chase Bank, N.A. from 2009 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research and supports portfolios with ESG considerations and derivatives capabilities.

Heidi Mccarroll is a financial advisor with Primerica Advisors in Warren, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Michael Jennings is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments, Citizens Securities, and Charter One Securities. He is also involved with Flagstar Wealth Services, a DBA associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carey Jackson IV is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a board director for the Fox Chase Condos Board and is a commissioned officer in the Michigan Army National Guard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated non-securities services.

Kelly Higgins is a financial advisor with Cambridge Investment Research Advisors in Troy, MI, holding CFP®, Series 63, and Series 65 designations with 28 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015 and previously worked at Wealth Management Services, LLC and LPL Financial. Higgins is also involved in advisory and financial planning roles through her ownership of Lautus Wealth Advisory, LLC and Higgins Financial Planning, LLC. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates across multiple platforms and custodians, supports discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

Daniel Battjes is a CFP® with 23 years of experience in the financial industry. He has worked with Raymond James & Associates since 2015 and was previously employed by Wells Fargo Clearing from 2010 to 2013. Battjes is based in Grosse Pointe Farms, MI. Outside of his advisory role, he is the owner of a family vacation home managed through a rental business entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

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.

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.

Alex Minarik is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Wealth Management teams to develop, implement, and maintain comprehensive financial plans aimed at maximizing their relationship with Fidelity. He joined Fidelity in 2025 and brings a client-focused approach to financial planning. Prior to his current role, Alex gained experience as a Financial Advisor at LPL Financial in 2024 and as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith from 2022 to 2024. He began his career as a Private Client Banker at JPMorgan Chase Bank, N.A. from 2018 to 2022, building a foundation in client relationship management and financial services. Outside of his professional work, Alex has interests in comedy, golf, and music.

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.

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.

Jonathan Stano is a CFP® professional with 14 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at FinTrust Brokerage Services, LLC. Outside of his advisory role, Stano is an agent for several non-variable insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Danley is a financial advisor with Raymond James & Associates in Grosse Pointe Farms, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, he serves with the Grosse Pointe Farms Police Reserve Unit. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser force.

Shari Warezak is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Shelby Budzeak is a Series 66-registered advisor with Raymond James & Associates in Grosse Pointe Farms, MI, with two years of industry experience. Prior to joining Raymond James, Shelby held roles at Thrivent Financial and Thrivent Investment Management Inc., as well as experience outside finance in healthcare and education sectors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting services with a variety of portfolio management styles and affiliated research.