Andrew Alltop is a financial advisor at Ameriprise in Grosse Pointe, MI, holding a Series 66 designation with six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Royal Alliance and Michigan Financial Companies. He also serves as a financial planning analyst for Ameriprise advisors, building financial plans using client data and modeling software. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors.

Todd Marone is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and previously spent three years with PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and affiliated implementation services.

Joseph Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC, where he worked for 20 years before the firm’s rebranding. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with suitable investment programs, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Terry George is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a trustee for his mother. 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 extensive research and analytics.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Abby Guest is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, she held positions at several firms including Applied Systems and Jackson National Life Insurance Company. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party databases.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

William Ashwell is a CFP® and ChFC® with 38 years of industry experience. He has been with LPL Financial since 2005, following a prior role at CUNA Brokerage Services. He is also registered for the sale of fixed insurance products, including life and annuity insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ronald Walton is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ridgedale Financial Advisors since 2012. Outside of his advisory role, he operates Ronald Walton Doterra Oils, a business focused on selling and organizing sales of pure therapeutic oils. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Matthew Boley is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, Bank of America, Merrill, and Citizens Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has worked at LPL Financial since 2021 and previously at Travis Smith and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives offering diverse financial planning and investment management solutions.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC for 10 years. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Morgan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Warner held positions at CWM Private Wealth, Commonwealth Financial Network, Center for Wealth Management, Raymond James & Associates Inc., Plante Moran, and other firms. Outside of finance, Warner has experience with Eastside Tennis and Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Reed is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for ten years at E&J Gallo Winery. He is the president of a local business networking group in Clarkston, MI. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 license and bringing two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.