Rebecca Calabro is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Merrill, and Genisys Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

Matthew Tribul is Vice President and Branch Leader at Fidelity Investments, where he has held leadership roles since 2014. In his current capacity, he develops, leads, and inspires professionals dedicated to assisting clients with their financial goals. Prior to becoming Branch Leader, he served as Assistant Branch Manager from 2012 to 2014 and as a Financial Consultant from 2003 to 2012. Over his tenure at Fidelity Investments, Matthew has gained extensive experience in financial consulting and branch management.

Rupinder Chawla is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Chawla worked at Bank of America for eight years. Chawla holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Melanie Daugherty is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates Global Investment Committee estimates and Monte Carlo simulations.

Jeremy Wade is a financial advisor at Edward Jones in Troy, MI, holding Series 63 and Series 66 licenses with 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved as a member and owner in several real estate entities managing commercial and rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Matthew Kreager is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at VOYA Financial Advisors and Horizon Wealth Management. Kreager is also the owner and president of All City Financial, Inc., an S corporation focused on expense management, and serves as Director of Financial Planning for Horizon Advisers, which includes an educational component called Horizon Adviser University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to various investment strategies and custodial arrangements.

Reginald Harrison is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Harrisdirect LLC, and E*Trade Securities LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, providing advisory and brokerage services supported by an integrated platform that combines investment advice, financial planning, and access to insurance products.

Lisa Volpari is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies that incorporate forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

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.

Mikel Juncaj is a financial advisor with Fidelity Investments in Troy, MI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at JP Morgan Chase and Linos North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction and includes oversight of affiliated and unaffiliated sub-advisers.

Dustin Mead is a financial advisor with LPL Enterprise, holding a Series 66 license and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has an ownership interest in Bear Claw Holdings, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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.

Christopher Pecktol is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and at Jpmorgan Chase Bank, N.A. from 2009 to 2019. 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 services on a non-discretionary basis.

Anthony Whitbeck is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Whitbeck is involved in coaching and business development through Advisor Legacy and holds ownership interests in several real estate and consulting ventures. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets, providing tailored recommendation reports that incorporate advanced modeling and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a focus on delivering personalized retirement income planning supported by algorithmic automation and oversight.

Michael Jennings is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2015, with prior roles at Infinex Investments, Inc. and Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Carey Jackson IV is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a board director for a nonprofit condominium association and is a commissioned officer in the Michigan Army National Guard. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Daniel Battjes is a CFP® professional with 22 years of industry experience, currently serving at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Grosse Pointe Farms, MI. Outside of his advisory role, he is the owner of a family vacation home, which is managed through an LLC for rental purposes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Connor Travis is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, working in various roles including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, Connor worked as a Financial Consultant at Equitable Advisors AXA Advisors from 2018 to 2021. Throughout his career, Connor has focused on collaborating with families to address their unique financial goals, needs, and dreams. He emphasizes a holistic approach that aims to ensure confidence and comfort throughout the financial planning process. Connor values the meaningful responsibility of assisting families in pursuing lifelong dreams. No additional information about his education, credentials, personal interests, or community involvement was provided.

Thomas Van Doorne Jr Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously spent nine years at LPL Financial LLC. He is co-owner of Firma Financial Planning, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lauren Stavale is a financial advisor at Morgan Stanley with 13 years of industry experience. She has previously worked with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of her advisory role, Stavale is involved in fitness and health coaching through Beachbody LLC, where she helps people participate in fitness programs and wellness challenges. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm employs structured planning tools and supports a variety of investment and financial services, including relationships with private funds and structured-product activities.