Lawrence Stout is a financial advisor with Equitable Advisors in Clarkston, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Sigma Financial Corporation. Outside of his advisory work, he manages a family farm that has been owned since 1920. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by advanced asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Heather Bullion is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Jacobs is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Austin Wagley is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he served as a Financial Advisor at Ameriprise from 2018 to 2022. He focuses on collaborating with clients to clarify their financial goals and priorities, analyze and stress test their financial situations, and develop personalized strategies for financial planning. His approach emphasizes understanding what matters most to his clients to co-create plans that provide clarity and confidence. Outside of his professional work, Austin enjoys activities such as golfing, skiing, traveling, and exploring culinary interests.

Shaun Kosnik is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with high net worth individuals and families to develop customized financial strategies tailored to their specific goals. Leveraging in-depth analysis and the resources available through Merrill, Shaun aims to provide comprehensive wealth management solutions. Shaun holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Oakland University’s School of Business in 2011. Outside of his professional work, Shaun enjoys outdoor activities such as flying personal aircraft, golfing, skiing, traveling, and spending time with his wife and family.

Charles Patrello Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and operates at scale with thousands of advisors and billions in assets under management.

Laura Lleshaj is a Planning Consultant at Fidelity Investments. In this role, she collaborates with a Wealth Planner and a Vice President Financial Consultant to develop financial plans that clients can have full confidence in, while maintaining flexibility to adapt to clients' changing needs. She focuses on building strong relationships by understanding clients' needs and goals and maintaining open communication. Laura joined Fidelity Investments in 2021, progressing through roles as a Financial Representative and then as a Relationship Manager before becoming a Planning Consultant in 2023. Her experience within these roles has contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Laura has interests in cooking and baking, family activities, food, music, reading, and traveling.

Richard Kidwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Gregory Kirchmeier is a financial advisor with Edward Jones in Hartland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Timothy Ely is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2016. Outside of advisory work, he assists with the accounting records for his wife’s dental practice. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates various modeling techniques without offering individual security recommendations as part of standalone plans.

Jason Arbetter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Securities America Advisors and Securities America Inc. Arbetter is also the treasurer of the Bend Paddle Trail Alliance, a nature society based in Bend, Oregon. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides a range of platform solutions and proprietary model strategies, managing a multi‑billion dollar asset base through thousands of financial professionals.

Robert Ketola Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Christopher Alsobrooks is a financial advisor with Charles Schwab in Novi, Michigan, holding a Series 66 credential and 10 years of industry experience. His career includes roles at TD Ameritrade, LPL Financial, Old National Bank, and Scottrade, with his current tenure at Charles Schwab beginning in 2022. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory role, he is active as an insurance agent and is involved with Clear Strategy, where he provides financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach incorporating portfolio optimization and multiple managed account options.

Sarah Riedel is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Her prior roles include various positions at the University of Michigan and Raymond James Financial. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Delisle is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., and Banc of America Investment Services, Inc. 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. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.

Avery Ritz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Avery worked at W&S Brokerage and Western Southern Life. Before entering the financial industry, Avery held various positions including driving for DoorDash and roles during extended periods as a student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Meredith Raasio is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her background includes roles in both corporate and nonprofit sectors, including work with Gentex Corporation and the National Alliance on Mental Illness. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and investment advisory services supported by structured planning tools and a broad range of investment programs.

Brian Hanley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.