Cortez Robinson-Starks is a Financial Consultant at Fidelity Investments, a role he has held since 2014. In this capacity, he partners with individuals, families, and business owners to develop comprehensive wealth plans aimed at providing financial peace of mind. He focuses on creating strategies that are personal, comfortable, and understandable, helping clients build confidence in their financial decisions. Prior to joining Fidelity Investments, Cortez worked as a Relationship Banker at J.P. Morgan Securities LLC from 2010 to 2014. His professional experience spans over a decade in the financial services industry, during which he has supported clients in selecting wealth strategies tailored to their present and future needs.

Michael Bender is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2017 and has progressed through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Michael worked as a Relationship Banker at FirstMerit Bank from 2015 to 2016. Michael's approach to financial planning emphasizes trust and integrity, collaborating with clients to assess their unique circumstances and needs in pursuit of their financial goals. His experience spans financial consulting and investment advising within Fidelity Investments. Outside of his professional work, Michael has interests in fitness, football, spending time at the lake, caring for pets, and traveling.

J Fioroni is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in investment and wealth management advisory services. Since joining Merrill in 1982, he has focused on developing client relationships tailored to their individual needs and aspirations. Working as part of Team Fioroni, which collectively holds over 60 years of industry experience, he assists clients ranging from growing families to retirees in defining and pursuing their financial goals through comprehensive wealth management planning. Fioroni holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned dual Bachelor of Arts degrees from Michigan State University. Beyond his advisory role, he has been involved in leadership development, having taught Dale Carnegie Leadership Courses for 15 years across Michigan. He is an officer of the Rotary Club of Flint, Michigan, and actively participates in the community through this organization. Fioroni is also an avid baseball player and fan, competing in Men’s Senior Baseball tournaments locally and nationally. He lives in Michigan with his wife, Lynette, and their three children.

David Bultynck is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and is involved with multiple business ventures, including serving as a partner at Bultynck & Co., which provides accounting and tax services. Outside of his advisory role, he is also engaged in business consulting and facilitates business management through several related entities. Cetera Investment Advisers is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to use affiliated and unaffiliated third-party managers or customized strategies across various program structures and custodial relationships.

Taylor Brynaert is a CFP®-certified financial advisor with LPL Financial, based in Washington, Michigan, with 11 years of industry experience. He has been affiliated with LPL Financial and Tarr & Associates since 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Joseph Girardin is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc and Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee of his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house and third-party managers, focusing on personalized client assessments and matching to appropriate investment programs.

Max Zade is a Planning Consultant who focuses on providing financial planning services that prioritize understanding clients' goals, values, and concerns. He works to build personalized plans that address what matters most to clients over time, aiming to simplify complex financial decisions and provide clarity. Prior to his current role, Max gained experience at Fidelity Investments where he served as a Relationship Manager from 2023 to 2026 and as a Financial Representative from 2022 to 2023. His background includes developing client relationships and supporting financial planning needs. Outside of his professional work, Max has personal interests that include comedy, concerts, museums, music, and tennis.

Evan Delmotte is a financial advisor with Edward Jones in Troy, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 15 years with the Township of Bruce in emergency services as a firefighter and paramedic. 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.

Evan Gerrard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Huntington Bank, and TCF Bank. 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 investment strategies for individual, high-net-worth, and institutional clients.

Nicole Narkus is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and leads Nicole Faith Financial Services LLC, focusing on financial planning, investment management, retirement, and insurance planning. Prior to joining Raymond James, she worked at Edward Jones for seven years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

Frank Bologna is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Todd Schuster is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Thrivent Investment Management and Hantz Financial Services. In addition to his advisory work, he is involved in tax preparation and related administrative support through a separate business activity. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning to assist advisors in operational and research tasks.

Mackenzie White is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to rejoining Merrill in 2026, White worked at Morgan Stanley and Bank of America, as well as having experience at Oakland Community College. 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 with model-based and discretionary investment strategies.

Kenneth Schenden is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2009 and holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lisa McGrath is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL Financial since 2009 and previously worked at the Center For Wealth Planning, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives.

Kevin Ott is a financial advisor with Edward Jones in Macomb, MI, holding the ChFC® designation and Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, he served six years at the US Coast Guard Air Station Detroit. Outside of his advisory role, Ott is involved in coaching amateur swim and water polo teams and owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices.

James Edelmann is a CFA® charterholder and holds the Series 66 license, with 16 years of industry experience. He is currently an advisor at LPL Financial, having joined in 2024. His prior experience includes roles at Securities America Advisors, Halo Securities, Regal Investment Advisors, Regulus Financial Group, Incapital, Valic Financial Advisors, and Natcity Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies with support from advanced operational and research tools.

Colleen Schueneman is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at National Life Group, Equity Services, Inc., and MassMutual Life Insurance Company. Schueneman serves as an executive board member of the RAGS Remembered Foundation, participating in board meetings and community events. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Eoin Walsh is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.