Angelo Leslie is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at Gries Financial Partners, Planning Alternatives Ltd., PNC Bank, and Comerica Bank. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Ryan Coryell is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 24 years of industry experience, including a long tenure at JPMorgan Chase Bank, N.A. since 2003. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Matthew Twomey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and also has work experience at Floor & Decor and CANYOUHANDLEBAR.COM. Outside of his advisory role, he is involved in sales for non-investment related home security and automation products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Oscar Ford is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at firms including Prudential and Thrivent Financial. Outside of his advisory role, Ford is a board member of the nonprofit BuildOn Detroit and owns StratSo Solutions LLC, a light manufacturing outsourcing company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.

James Griffith Jr. is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Griffith is co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, serving a broad client base with a centralized consulting approach.

Paula Swain is a CFP®-certified financial advisor with 27 years of industry experience, currently with LPL Financial since 2025. Her prior experience includes roles at Lincoln Financial Advisors, Inc and Linsco/Private Ledger Corp. Outside of her advisory work, she writes and coaches through her book and blog, Soar from Silence, offering one-on-one personal life coaching. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory, and brokerage services. The firm provides discretionary and non-discretionary management across varied programs, supported by research, model portfolios, and a suite of technology-enhanced investment solutions.

Jalen Mitchell is a financial advisor at Merrill with Series 63 and Series 65 designations and less than one year of industry experience. Prior to joining Merrill, he held various roles at Bank of America, Chase Bank, Citizens Bank, and Apple Inc. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Chris Arteaga Carloni is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked at Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Cheryl Benway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Primerica since 2009 and has held positions at several organizations including the County of Genesee and Lorbec Metals USA Ltd. In addition to her advisory role, she is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

John Wagner is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2016. Wagner is also an independent contractor financial advisor with Ballard Wealth Group. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and investment consulting tailored to client goals using various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Wright is a Financial Consultant currently working at Fidelity Investments. He works directly with clients to develop financial plans that align with their goals, aiming to create strategies that help manage investment risks and provide clients with confidence and peace of mind regarding their financial futures. Kevin has accumulated extensive experience in the financial services industry, holding various roles at Fidelity Investments since 2014, including Financial Consultant, Vice President, and more recently, Financial Consultant. Prior to his tenure at Fidelity, he held positions such as Regional Vice President at Fisher Investments and roles in banking at KeyBank and JP Morgan Chase.

Donna Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1987. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathon Kugler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Bank of America, Northwood University, and Mens Wearhouse. Merrill, alongside 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, pension plans, corporations, and charitable organizations.

Erick Michaelson is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Erick was a Financial Advisor at PNC Investments from 2017 to 2022. Erick's professional approach focuses on the integration of personalized financial planning and investment management, aiming to align clients' priorities with comprehensive planning services covering areas such as retirement and legacy strategies. Outside of his professional responsibilities, Erick engages in activities including cooking and baking, family activities, golf, reading, running, and sailing.

Angela Moyer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked at Ameriprise Financial Services, Inc. for 15 years and spent seven years with Avantax Advisory Services and related entities. Angela also operated D.A.M. Taxes LLC for one year. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jack Guiboux is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with Charles Schwab. His work history includes roles at Charles Schwab Bank, Northwestern Mutual, UBS, and Noble Capital Partners LLC. Outside of his advisory work, he has experience in educational and civic roles, including time with the Novi School District and Novi Civic Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Paolo Giannandrea is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Charles Schwab in 2025, he worked at Fifth Third Bank and Fifth Third Securities, and was involved with Stone Hollow Properties and Development. He also has experience in education and media roles during earlier years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by institutional research and due diligence on alternative investments.

C Lembesis is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and Parish Council of Sts. Constantine and Helen Greek Orthodox Church. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets. The firm utilizes a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.