Rupinder Chawla is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and oversight controls.

Edward Walterhouse II is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Walterhouse also worked at the University of Michigan for two years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Michael Widmaier is a financial advisor with J.P. Morgan Securities in Clarkston, MI, holding a Series 66 license and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he also provides product information at archery dealer events through Steve Kaufman & Associates. J.P. Morgan Securities offers 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 combines quantitative and qualitative research in its advisory process and incorporates ESG criteria within its recommendations.

Rebecca Chase is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She began her tenure at Fidelity Investments in 2023 as a Financial Consultant, progressing through roles including Branch Leader until 2025. Rebecca's professional journey includes experience as Vice President and Financial Consultant at Charles Schwab & Co. from 2021 to 2023, as well as senior management roles within Schwab Private Client Investment Advisory and Schwab Advised Solutions between 2018 and 2021. Rebecca's expertise encompasses leadership and financial consulting within prominent investment firms. In her current role, she focuses on team empowerment, collaboration, and driving sustainable growth. Her approach involves embracing challenges, inspiring innovation, and fostering environments where people thrive. Outside of her professional responsibilities, Rebecca has interests in concerts, social events with friends, movies, parenthood, pets, and traveling.

Peter Ciavaglia is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and carrying 27 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he manages VHF Racing, LLC, a harness race horse ownership LLC for which he is the sole member. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. He has previously worked at Ohio National Financial Services and American United Life. Thierry is also involved with CORE Financial Group LLC, where he has ownership and agent roles related to fixed insurance. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple management platforms, access to third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary portfolio management.

Jeremy Wade is a financial advisor with Edward Jones in Troy, MI, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved as a member or owner in several real estate-related business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. Raymond James & Associates 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, investment consulting, and municipal advisory services.

Robert Moore is a financial advisor with LPL Financial in Auburn Hills, MI, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Center For Wealth Management, Mass Mutual, and Metlife Securities. He is involved in tax preparation and accounting services through Center for Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Michael Genna is a CFA® charterholder based in Auburn Hills, MI, with one year of industry experience. He currently works at LPL Financial and previously held positions at Huntington National Bank and various companies in the hospitality and entertainment sectors. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by proprietary research and advisor tools.

Mohanad Aabed is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various positions including roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is involved in e-commerce through an online retail business operating on Amazon and Etsy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Steven Bolek is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he is the owner of Detroit Sports Download LLC, a company focused on creating video content related to Detroit sports teams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jason Mlynarek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at CUSO Financial Services and Citizens Securities, Inc. He is also an agent with a property and casualty insurance agency affiliated with his practice. 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, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive operational and research tools.

Deni Warren is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2012, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Deni worked as an Account Executive at MSCS Financial Services and as a Broker Trainee at Charles Schwab. Throughout her career, Deni has focused on building meaningful relationships with clients to understand their priorities and goals. She works with her team to develop personalized financial plans and advocates for her clients to help navigate challenges, aiming to provide peace of mind for individuals and their families.

Zoya Gjonaj is a Financial Consultant currently working at Fidelity Investments since 2024. She is a Certified Financial Planner™ who focuses on building and preserving wealth for clients and their families. Zoya has held several roles in the financial services industry, including Chief Client Officer at Spartan Wealth Management from 2022 to 2024, Investment Consultant at Charles Schwab from 2021 to 2022, and Client Relationship Specialist at Charles Schwab from 2020 to 2021. Throughout her career, Zoya has gained experience in client relationship management and investment consulting. She aims to provide significant value and insight to each client she works with, drawing from her professional background and certification as a financial planner. As a second-generation American, she finds personal meaning in helping families secure their financial futures. Outside of her professional work, Zoya enjoys family activities, gardening, spending time with pets, reading, and writing.

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.

Kristina Abro is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2012, following her graduation from Central Michigan University. In her role, Kristina employs a comprehensive approach to asset and liability management, focusing on creating personalized wealth management strategies tailored to each client's unique financial picture and goals. Her expertise covers a range of client focus areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Kristina holds the designation of Personal Investment Advisor (PIA), reflecting her professional qualifications in the financial sector. Kristina is also engaged in community involvement, following Merrill's tradition of service by volunteering with local organizations. Outside of her professional work, her personal interests include cooking, reading, skiing, watching movies, and practicing yoga.

Paul Nassar is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized team for retirement income recommendations and draws on proprietary research and external data within a defined investment universe influenced by affiliated product relationships.

Richard Kwasnik is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to develop financial plans that align with their personal and family goals, emphasizing diligence, communication, and understanding throughout the process. He has been with Fidelity Investments since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to that, Richard worked as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2017 to 2021. Outside of his professional responsibilities, Richard has interests in cars, football, military service, running, and volunteering.