Thomas Marzonie is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1994. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and input from its Global Investment Committee.

Shannon Craggs is a financial advisor at Morgan Stanley in Farmington Hills, MI, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2022, Shannon was involved with Shorewood Installations LLC for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional services.

Nua Dushaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with seven years of industry experience. Dushaj has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to that, Dushaj worked at Great Oaks Country Club from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Justice is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2012. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Jennifer Olsen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2015. In addition to her advisory role, Olsen is a business owner and member of the Horizon Group of Fenton, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management styles.

Austin Bowen is a financial advisor at Osaic with a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Keller Williams First, Maximum Construction, Shumaker's Ski Shop, and Cason Home Loans. Osaic Wealth, Inc. serves a varied clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisers. The firm employs a range of asset-allocation tools and portfolio management techniques and operates a complex corporate platform with multiple mergers and third-party commercial arrangements.

Grant Lemirande is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Cargill and FedEx Ground. He is also licensed as a non-variable insurance professional and operates under DBAs related to his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Carter De Long is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and Bank of America. Outside of his advisory work, he serves as a trustee of his parents' estate. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Maxwell Margetich is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services, as well as positions in various other industries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Rohrhoff is a financial advisor with Cetera in Brighton, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with Avantax Advisory Services and Ohio National Insurance Company. Outside of his advisory role, he owns an accounting and tax preparation business and serves as president of The Riley Katheryn Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and supports various program structures, including access to third-party money managers and custom strategies.

Kyle George is a Financial Consultant at Fidelity Investments. He works closely with clients to develop financial plans tailored to their goals by understanding their priorities and utilizing Fidelity's tools and resources for analysis. He emphasizes client comfort with their plans and maintains adaptability to accommodate changes over time. Kyle has held multiple roles at Fidelity Investments, including Financial Consultant, Financial Consultant 1, Planning Consultant, Relationship Manager, and Financial Representative, reflecting a progression of experience within the firm since 2022.

Jennifer Marlow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works with clients to identify and achieve their financial goals by creating plans tailored to their specific situations. Jennifer is part of a team focused on building long-term relationships with high-net-worth individuals, families, and business owners. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. Jennifer's approach centers on designing strategies that help clients turn their goals into reality, considering their personal perspectives and priorities throughout the process.

Lawrence Zebko is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2000. 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 charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Frank Lewis II is a financial advisor at Merrill with 35 years of industry experience. He has held positions at Merrill since 1991 and has also been affiliated with Bank of America, N.A. since 2011. Lewis holds Series 63 and Series 66 licenses. He serves as a trustee for several trusts, including a not-for-profit trust and investment-related fiduciary roles. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing both model-based and discretionary investment strategies primarily for individuals, high-net-worth clients, and institutional investors.

Mason Dado is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and PwC. Outside of advising, he works as a real estate agent involved in buying and selling homes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program structures.

Michael Bareither is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked with Raymond James since 2010 and has prior experience in real estate dating back to 2005. In addition to his advisory role, he is also an agent involved in fixed annuities and term life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, along with specialized municipal advisory and SIMPLE IRA consulting services.

Damon Portwood is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Jeffrey Jacques is a financial advisor with Edward Jones in Clarkston, MI, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets under management.

Paul Elliott is a CFP® professional with 23 years of experience, currently serving as an advisor at J.P. Morgan Securities in Farmington Hills, MI. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Deborah Leek is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a variety of discretionary and non-discretionary investment strategies and affiliated investment products under a fiduciary standard.