Zachary Fairless is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Hinkson Wealth Management and LA Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Galati is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Bank of America, Merrill Lynch, and Michigan Financial Companies. From 2018 to 2020, he was involved with Rev'd Up Fun. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning using proprietary research and a collaborative service team. The firm’s approach includes a focus on dependable income sources, tax-aware withdrawal strategies, and management within a defined investment universe connected to its affiliated product ecosystem.

Haley Tiseo is a financial advisor at Edward Jones in New Haven, MI, holding a Series 66 designation. She has one year of experience at Edward Jones, following prior roles at Pinnacle Inc./Alpha Medical and positions in fitness and wellness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

James Taegel is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 23 years of industry experience, including prior roles at National Planning Corporation and Transamerica Financial Advisors. Taegel serves as chairman of the board of directors for The Financial Wellness Project. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Tia Wallington is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise since 2015. Outside of her advisory role, she manages a rental property business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports.

Elena Ajluni is an Investment Consultant at Fidelity Investments, where she supports clients and their families throughout their financial planning journey. She collaborates with clients to establish and evaluate long-term personal and investment goals, ensuring alignment with their specific needs and retirement aspirations. Elena began her role at Fidelity Investments in 2024. Her professional focus includes providing personalized guidance to help clients feel confident with their investment planning. Outside of her professional work, Elena enjoys cooking and baking, participating in family activities, fitness, exploring food as a foodie, attending social events with friends, and reading.

Ronald Cramer is a financial advisor with LPL Financial in Troy, MI, holding the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at the Financial Services Group of Michigan, Inc. and LPL Financial since 1995. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Marchand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Michael Burkhardt is a financial advisor with Merrill in Shelby Township, MI, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and also works with Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, 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 plans, corporations, and charitable organizations.

Robt Lineberger is a Series 66 licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Troy, MI since 2020. His prior work includes roles at Jackson National, Penske Automotive, and Michigan State University. Outside of his advisory work, he serves as an assistant coach for a youth baseball team. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Michael Marshall is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC from 1990 to 2024. Outside of his advisory work, he owns and operates The Spin Doctor DJ LLC, a mobile DJ service. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, with services spanning financial planning, consulting, and insurance product sales through affiliated entities.

Shane Irvine is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2007. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Giovanni Volpe is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and SPC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Charles Belfiori is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he operates Belfiori Consulting Group, a Sub S corporation managing payroll and expenses for his practice. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor input and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Grant Osborne is a financial advisor at Equitable Advisors in Troy, MI, with seven years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Axa Advisors, Jackson National Life, and Sysco Detroit LLC. Outside of finance, he operated a landscaping business, OSB Group, LLC, from 2016 to 2018. Equitable Advisors serves a broad range of clients, including individual investors, pension plans, corporations, and charities, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and proprietary programs, and offers services covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Gregg Panski is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 20 years of industry experience. His career includes tenure at firms such as Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Michael Bisbikis is a financial advisor at Morgan Stanley in Rochester, MI, holding a Series 66 credential. He has experience working at United Wholesale Mortgage and taught at both Northwood University and Lamphere High School prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, focusing on 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-sponsored financial planning services.

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with various Raymond James entities since 2014. Outside of his advisory role, Brown is involved in entrepreneurial activities including ownership of a salon suite business and a commercial rental property in Harrison Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional portfolio management across a large network of advisors.

Sankaran Sriram is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns Nomos Staffing Solutions, LLC, a business that processes payroll for his staff. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team in partnership with its financial advisors.

Melony Parker is a Series 66 licensed advisor with Wells Fargo Clearing in Troy, MI, and has 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.