Ngufor Hilari is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America and Merrill for four years. Outside of his advisory role, he is an officer of Hailey Cameron LLC, a real estate business based in West Bloomfield, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and emphasizes advisory roles without providing individual security recommendations as part of standalone planning.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through independent Financial Professionals using both proprietary and third-party model strategies across various platform arrangements.

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Northwestern Mutual Investment Services LLC, Dominic Mirabella, Brad Seitzinger, and R Philip Sarnecki. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Fergerson is a financial advisor at Edward Jones holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at LPL Financial LLC and a sixteen-year tenure at Biomat USA/GRIFOLS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and also manages the Pettrillo Group, a support company. 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, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs including municipal and public finance services.

Thomas Schulz is a financial advisor with LPL Financial in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1999 and also works as an independent insurance agent selling term life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research.

Maria Coates is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

John Ogrodnick is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, having worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Co, Cetera, and Summit Brokerage Services. Outside of his advisory role, he is involved with the Detroit Red Wings Alumni Association through charity hockey games and appearances and engages in signing hockey memorabilia and producing related fan videos. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Kevin Latta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes extensive tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide advisor network and a range of portfolio management styles.

Julie Leenknegt is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its related entities since 2003. Outside of her advisory role, she is the president and owner of Dorbz World, LLC, a business involved in voice-over work, modeling, and bookkeeping. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual, customized Recommendation Reports through a centralized consulting team.

Stephen Blahunka is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked for Bank of America and Merrill from 2009 to 2024. He serves as a board member for the Children’s Foundation in Detroit and for the Pediatric Institutional Review Board at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with an emphasis on client-directed implementation and a broad range of investment services.

Susan Van Spybrook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Joseph Millard is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop dynamic and customizable financial plans tailored to their unique needs. He emphasizes clear communication and strong relationships to support clients' financial journeys over the short and long term. Prior to his current role, Joseph held positions including Vice President - Financial Consultant at Charles Schwab & Co., Inc. from 2017 to 2024, Investment Assistant at J.P. Morgan Private Bank from 2014 to 2017, and Financial Representative at Thrivent Financial from 2010 to 2014. His experience spans various aspects of financial consulting and investment management. Outside of his professional work, Joseph enjoys baseball, family activities, fishing, golf, hiking, and traveling.

Dawn Chaltraw Levy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Quicken Loans. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Jennifer King is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Abigail Huisinga is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Raymond James, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved with Ward Church, where she leads music for Sunday services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.

Josh Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Josh worked as a Financial Planner at Michigan Financial Companies and as a Financial Advisor at Edward Jones. Josh's professional focus involves delivering comprehensive financial and investment planning services to help clients work toward long-term financial success. He is committed to guiding clients through their financial journeys, from the beginning stages to retirement preparation, emphasizing clarity, confidence, and peace of mind through personalized strategies. Outside of his professional work, Josh has interests in baseball, football, hiking, pets, and traveling.

Kathleen Lofton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with J.P. Morgan entities since 2012, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.