Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Michael Bisbikis is a financial advisor at Morgan Stanley in Rochester, MI, holding a Series 66 credential. He has experience working at United Wholesale Mortgage and taught at both Northwood University and Lamphere High School prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Melony Parker is a Series 66 licensed advisor with Wells Fargo Clearing in Troy, MI, and has 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Brian Vanhevel is a CFP® with 24 years of experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Outside of his advisory work, he serves as a member at large on the Immanuel Lutheran Church council. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a variety of financial planning topics without implementation. The firm combines holistic, goal-based analyses with an optional managed-account program while maintaining separate planning and portfolio management services.

Robert Rowling is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as Commissioner for Michigan Sting Hockey. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm delivers its services through a network of investment adviser representatives and emphasizes matching clients with program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jayson Fradenburg is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co, Ameriprise, LPL Financial, and several independent firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Isaiah Montgomery is a Financial Consultant with 16 years of experience in the financial services industry. He currently works at Fidelity Investments, where he provides financial planning and legacy planning services to investors. Isaiah collaborates closely with his clients to develop customized roadmaps aimed at helping them achieve their ideal retirement lifestyles and adapt strategies in response to life changes. His professional background includes roles as a Financial Consultant at Ameriprise Financial, a Senior Financial Consultant at TD Ameritrade, and Financial Advisor positions at Merrill Lynch and Morgan Stanley. Isaiah has built his expertise through these diverse experiences spanning over a decade. Outside of his professional role, Isaiah has interests in golf, movies, and outdoor adventures.

Daniel Bachmann is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Bachmann serves on the Board of Directors for the Stony Pointe Homeowners Association and is a commissioner on the Rochester Planning Commission. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income service involves a centralized team and uses a research-driven approach within a restricted enrollment framework emphasizing Ameriprise-managed assets.

Jonathan Balsavich is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. Prior to this role, he held positions as an Investment Consultant and Financial Representative at Fidelity Investments from 2019 to 2021. He also worked as a Financial Advisor at Edward Jones from 2018 to 2019. Jonathan and his team focus on helping successful families grow their wealth with confidence while protecting their existing assets. Their planning-first approach connects investments to real-life goals through coordinated income strategies, tax-efficient investing, and estate planning considerations, ensuring that every financial decision works together. Outside of his professional work, Jonathan enjoys family activities, fitness, hiking, outdoor adventures, reading, and traveling.

Ryan Guglielmetti is a financial advisor with LPL Financial in Rochester Hills, MI. He holds Series 63 and Series 66 credentials and has experience working at several firms including Morgan Stanley, Putnam Investments, and Commonwealth Financial Network. Outside of his advisory roles, he has been associated with the Tampa Yacht and Country Club. 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 utilizing various investment strategies and technology tools, supporting more than 22,900 advisors and overseeing over $819 billion in discretionary assets.

Jason Muchortow is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has a history of involvement with multiple firms including Avantax Advisory Services and runs his own tax and accounting service companies, Muchortow & Associates LLC and Muchortow + Paperd Advisors LLC. Outside of his advisory roles, he coaches the varsity girls basketball team at Utica High School and operates sports camps through his LLC, Puternic Koinonia. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with a mix of discretionary and non-discretionary services, managing over $256 billion in assets and supported by a nationwide network of more than 10,000 advisors.

Robert Brunmeier is a CFP® professional with 17 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management, among other roles. Brunmeier is also involved with The Advisor's Resource Group, Inc., where he holds a sales position. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and operates a complex affiliate network with diversified product offerings.

Eric Ratliff is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at J.P. Morgan Securities and PNC Wealth Management. 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 advisory services, including financial planning and model portfolio programs, utilizing both proprietary and third-party strategies with discretionary and non-discretionary options.

Beena Kinariwala is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she operates BK Financial Services as a sole proprietor, conducting other insurance activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Erik Kent is a financial advisor at Ameriprise in Troy, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley, Citizens Securities, Inc., and Scottrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sherrie Ingham is a financial advisor with Ameriprise in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at Concorde Asset Management and L.M. Kohn & Company. Outside of her advisory work, she is involved in business ownership and serves as COO of TLC Management. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Jones is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he spent 17 years at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Tarr is a financial advisor with LPL Financial in Washington, Michigan, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates a non-variable insurance business in Romeo, Michigan. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Phillip Rosiek is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2019 and has previously held positions as an Investment Consultant at Fidelity Investments from 2014 to 2019, and as a Financial Consultant II at PNC Bank from 2006 to 2014. With over 15 years of experience, Phillip has served as a trusted advisor to many multi-generational families. He approaches financial planning as a partnership, co-creating wealth plans tailored to provide a roadmap towards financial peace of mind. His commitment to clients includes evolving relationships that adapt as clients and their families experience life changes. Outside of his professional work, Phillip has personal interests in biking, reading, and soccer.

Mark Ligeski is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various affiliated firms since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice with an emphasis on diversified model portfolios and long-term strategies.