Paul Skomial is a financial advisor with Cambridge Investment Research Advisors and has 30 years of industry experience. His prior work includes two decades at Cantella & Co., Inc. He is also an independent insurance agent for various agencies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Patrick Lane is a Series 66-credentialed advisor with Equitable Advisors, bringing five years of industry experience. His background includes roles at KPMG LLP and Stout Risius Ross, LLC, as well as academic positions at Michigan State University’s Broad College of Business. He serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients, employing a range of third-party and proprietary advisory programs tailored to client risk profiles and objectives.

Ivette Hernandez is a financial advisor with J.P. Morgan Securities in Taylor, MI, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jeffery Sprague is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has 34 years of industry experience. His career includes long-term roles at First Allied Securities and its affiliated entities before joining Cetera. He also operates his own insurance agency. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various retirement services.

Sergey Solovyev is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes positions at MassMutual Life Insurance and MetLife Securities, with ongoing involvement at Euro Market since 2004. Outside of his advisory role, he works as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment programs.

Dustin Misorski is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and its affiliated entities since 2022. Prior to his career in finance, his experience includes roles at Ford Motor Company and various service industry positions. He is also involved with DigitalToolProducts, a separate business venture. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Patrick Lapensee is a financial advisor with LPL Financial in St. Clair Shores, MI, holding a Series 66 credential and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 before joining LPL Financial, where he has been since 2010. Outside of his advisory role, he spends part of his time on tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools.

EL Forbes is a Planning Consultant currently working at Fidelity Investments since 2026. In this role, they engage directly with clients to provide financial planning services. EL's approach to financial advising is guided by the values of service, trust, and prioritizing people, reflecting the principles formed during their upbringing in a large family. They strive to make complex financial decisions more accessible and to empower clients to proceed with confidence. Outside of their professional work, EL has interests that include art, cooking and baking, family activities, fitness, food, and social events with friends.

Daniel Harrison is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns Steady Strides Running and is involved in coaching runners and supporting races and events as a hobby. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lindsay Smith is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Osaic and previously worked for Jackson National Life Distributors LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of advisory and brokerage services supported by a model-based investment process and a large multi-advisor platform.

Beau Becker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Pioneer Financial Services and the Ochadleus Family office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Anthony Van Arsdale is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Hantz Financial Services, and Computershare. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Braswell is a financial advisor with Primerica Advisors in Southfield, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Austin Mallery is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. He has held positions at Secure Financial Corp, Ventura Oaks Ventures, and UTR Management. In addition to his advisory role, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Reagan Hamilton is a financial advisor at OSAIC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., Securities America Advisors, and The Firm Advisors. He also works as an independent contractor providing fixed insurance referrals and serves as a financial consultant involved in sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Carson Mamo is a financial advisor at Thrivent Investment Management in Detroit, MI, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Thrivent, he worked at Financial Architects, Inc. for six years and operated a landscaping business, Mamo's Landscape Solutions, for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Thomas Julien is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and First Financial Strategies. Julien is based in Brownstown, MI. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Marygrace Voss is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Michigan Financial Companies, UHY, Walsh College, BKD, and Xavier University. She is also involved as a financial planner and partner advisor in related financial and insurance activities at Michigan Financial Companies and Fathom Financial Partners. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supported by a complex network of affiliates and a platform notable for its scale and consolidation.

Ross Ainley is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved with Ainley Financial Group, where he offers and services fixed insurance products and premium financing. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of discretionary and third-party strategies.

Bryon Knuth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securian Financial Services, and Wealth Strategies Financial Group, where he continues to serve clients. Outside of finance, he is the owner of an apparel website operated by his sons and assists in real estate activities with his wife. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through various program structures.