Justin Williamson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Center for Wealth Management, Mass Mutual Investors Services, and MetLife Securities. Williamson is a co-owner of Center for Wealth Management, LLC, where he spends the majority of his time managing securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, while supporting advisors with technology tools for research and operations.

Mark Kaiser is a Series 66 licensed financial advisor with Ameriprise, based in Rochester, Michigan, and has 20 years of industry experience. He has been with Ameriprise Financial Services since 2016. Outside of his advisory role, Kaiser manages Mee Sun Management, LLC, a business focused on general management and employee-related expenses, and holds a consulting position with Reider Holdings, LLC. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Stewart is a financial advisor with J.P. Morgan Securities in Rochester, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 program. Their advisory process uses centralized due diligence combining quantitative and qualitative research to build model asset allocations, including ESG considerations.

Edmond Lynch is a CFP® professional with 33 years of experience in the financial industry. He has been with Edward Jones since 1996. Outside of his advisory role, he serves on the board of Bridge Innovations LLC, a technology app developer. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaled Khaznehkatbi is a financial advisor at OSAIC with 16 years of industry experience. He previously worked at Signator Investors Inc for nine years before joining OSAIC in 2018. Outside of his advisory role, Khaznehkatbi volunteers as an ambassador for the Birmingham Bloomfield Chamber of Commerce and performs as a drummer in a band that plays live twice a year. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach centered on asset allocation and portfolio optimization, providing clients with discretionary strategies and access to third-party managers and proprietary models.

Anthony Tuzzolino 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 worked at J.P. Morgan Securities since 2014, following five years at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within its eligible strategies.

Amanda Henderson is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, she owns and operates Henderson Homestead, a retail and online store based in Saint Clair, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

John Firek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Clifton Powell Jr. is a CFP®-certified financial advisor with 31 years of industry experience, currently serving clients at LPL Financial since 2003. He participates in the Marcum LLP CPA Affiliate Program as of mid-2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a diverse client base, including individuals and institutions, with a wide range of advisory and brokerage services.

Matthew Sebastian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to his financial services career, he was employed at Novo Nordisk for nine years. Outside of finance, he is a partner in Sebastian Tree Farm, an agricultural business in Casco, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenarios. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both standard wealth management and specialized investment strategies.

Philip Ruggeri is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2016. Additionally, he has served at First State Bank since 1985, where he is the Chief Financial Officer. Ruggeri also works as a college instructor outside of his investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment strategies, financial planning, and institutional platforms.

Anthony Benvenuti serves as a Resident Director with Merrill Lynch Wealth Management. In his role, he works with clients managing complex financial portfolios, including those with significant wealth derived from business ownership, executive compensation, and concentrated stock positions. Benvenuti and his team offer comprehensive wealth management services that integrate investment management with banking and lending resources from Merrill and Bank of America. Since 2008, Benvenuti has helped individuals, families, business owners, and executives navigate financial decisions related to retirement planning, business succession, liquidity strategies, and wealth transfer objectives. His areas of focus include affluent individuals and families, corporate executives, business owners, and entrepreneurs. Benvenuti holds a Bachelor's Degree from Central Michigan University and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, he participates in community activities including volunteering with the Susan G Komen Foundation. He also enjoys cooking, gardening, golfing, ice hockey, racquetball, reading, soccer, traveling, and spending time with his family.

Kristina Graham is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Paycom for five years. Outside of her advisory role, she owns and manages a vacation rental property in Johannesburg, Michigan. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Justin Cattaneo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Independent Bank, Cetera, The Huntington Investment Company, Bank of America, Merrill Lynch, and PNC Investments. 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 uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through various advisory programs.

Thomas Janicki is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Lexington Financial and Commonwealth Financial Network for 25 years. He is also involved in managing Janicki Tree Farm, an enterprise he has owned since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stephen Hilles is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and First Command Advisory Services. Outside of his advisory role, Hilles serves as the treasurer for Faith Baptist Church, where he oversees expenditures and provides monthly financial reports on a volunteer basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Blake Griffith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he worked at JP Morgan and has an academic background from Michigan State University. He also has experience working at Great Oaks Country Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Frank Dilorenzo is a financial advisor with Ameriprise in Shelby Township, MI, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he is co-owner of two real estate businesses that manage properties for capital gains and development opportunities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronald Hebert is a financial advisor with MassMutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2000. Outside of his advisory work, he volunteers as a part-time youth lacrosse coach. MassMutual Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved software, with recommended investment categories rather than specific products, and offers a range of programs including money-manager services and educational seminars.

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Huntington National Bank, F.B. Wright, and Tekton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.