Jackie Piper Fylak is a financial advisor at Charles Schwab with three years of industry experience. She has been with Charles Schwab since 2022 and previously worked at Hope Network for seven years. Outside of her advisory role, she took a year to focus on extended travel. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational model.

Thomas Geving is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with LPL Financial since 2012. Geving is also associated with Best Innovation Consultants, an entity based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a wide range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jaclyn Borrow is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has previously worked at Pruco Securities LLC, LPL Financial, and INVEST Financial Corp. Borrow is affiliated with Family Roots Financial, a DBA for her LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

Michael Thompson is a financial advisor with LPL Enterprise in Troy, MI, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, State Farm Insurance, and Citizens Securities, Inc. Thompson serves as a board member for Detroit Recovery Project Inc. and conducts seminars and workshops with Operation HOPE, in addition to owning MTC Consultants, LLC. LPL Enterprise serves a broad range of clients—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, and a variety of brokerage and insurance products via its integrated platform.

Thomas Greer is a financial advisor with Cetera in Troy, MI, holding a Series 66 credential and possessing 20 years of industry experience. His prior experience includes a decade at Ameriprise Financial Services and more recent roles at Victory Wealth Group and Greer Financial Group LLC. Outside of his advisory work, he serves as an elder at Heritage Church of Macomb and assists with direct sales for a kitchen products business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services. The firm supports discretionary and non-discretionary management options with access to both affiliated and third-party managers across various program structures.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Daniel Haddad is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Concourse Financial Group Securities Inc and Eschels Financial Group, where he worked for 18 and 9 years respectively. Outside of his advisory role, he owns Fowling Warehouse LLC, a recreational business combining football and bowling. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated or third-party managers to deliver tailored investment solutions.

Clayton Sebastian is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Equitable Advisors, he worked at Jackson National Life Insurance Company and United Wholesale Mortgage. Outside the financial sector, he spent time working at Camp Ticonderoga. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Brendan Cairney is a financial advisor with Equitable Advisors holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he completed an internship at Michigan Financial Companies and held academic positions at the University of Illinois Springfield. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, offering both discretionary and non-discretionary management options.

Hussein Chami is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 certifications and one year of industry experience. His prior employment includes roles at JPMorgan Chase Bank, Wayne State University, and Exxon Mobil. 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 support its recommendations.

Kenneth Mittelbrun is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an umpire for baseball and softball with the Michigan High School Athletic Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including 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-related financial planning services.

John Schuch is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 credential. His work history includes roles at Voya Financial Advisors, Inc. and J.J. Astor Financial. Outside of his advisory work, he is a sailing instructor at Bayview Yacht Club, teaching basic sailing on Lake St. Clair and the Detroit River. Cetera serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and a range of program options.

Gerald Dooley is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base, 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Kelly Lawrence is a financial advisor with Edward Jones in Clinton Township, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner of a local business in Ira Township, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large network of financial advisors and branches, as well as its integrated trust and securities-based lending services.

Patrick Mc Fawn is a CFP® with 44 years of industry experience based in Troy, MI. He has worked at Raymond James Financial Services since 1989 and currently serves as a financial advisor and registered principal at Raymond James Financial Services Advisors, Inc. He is also involved in McFawn Financial Holding Company, LLC and McFawn Financial Services Group, LLC, where he holds officer roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and outcome modeling, and supports institutional consulting and portfolio management through a broad advisor network.

Justin Schueneman is a financial advisor at Osaic with a Series 66 credential and experience spanning several roles since 2019, including positions at Preferred Financial Partners and Equity Services, Inc. He is based in Troy, Michigan. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Nicholas Shaheen is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Producer Resources, Inc., and has maintained a music business, Nick Shaheen Music, since 2014. Shaheen also serves as a board member for the Grosse Pointe Farms City Little League and has engaged in entrepreneurial ventures, including authoring a children’s book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

David Harden is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he partners with clients to design goals-based financial strategies that align with their individual financial objectives. He has accumulated experience in the financial industry through various roles, including Financial Solutions Advisor at Merrill from 2018 to 2020, Investment Consultant at Scottrade from 2016 to 2018, and Private Client Banker at JPMorgan Chase from 2010 to 2016. Outside of his professional career, David has interests that include bowling, cars, family activities, and golf.

John Sawicki is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Fleischer is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.