David Kelton is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 licenses and accumulating 39 years of industry experience. He has been associated with Independent Financial Advisors and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Roy Stewart is a CFP®-certified financial advisor with 45 years of industry experience. He has been with LPL Financial in Farmington Hills, MI, since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios, third-party research, and technological tools.

Joel Michalek is a financial advisor with LPL Financial in Northville, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Citizens Securities Inc. from 2015 to 2020. Outside of his advisory role, he has served as a precinct delegate for the Republican Committee State Convention. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicklaus Jensen is a financial advisor with Edward Jones in Waterford Township, MI. He holds a Series 66 designation and began his advisory career with Edward Jones in 2026. Prior to joining Edward Jones, he has experience in various roles at Quantum Packaging Technologies LLC, Rocket Mortgage, and other positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has been concurrently employed at Cooper Standard Automotive since 2006 as a manager. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Nicholas Bageris is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

John Rogers is a Series 66-licensed financial advisor with Morgan Stanley, based in Farmington Hills, MI, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Zachary Bensinger is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Private Bank, N.A. Outside of his advisory work, he was formerly affiliated with Michigan State University. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning offerings.

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Christopher Mc Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from the United States Air Force Academy and a Master's Degree from the University of West Florida. Christopher has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Christopher enjoys football, golfing, ice hockey, and spending time with his family.

Andrew Sawyer is a Series 66-licensed financial advisor with LPL Financial, based in Farmington, MI, and has six years of experience at the firm. Prior to joining LPL Financial, he worked at Wayne State University for five years. Outside of his advisory role, he serves as president and head coach of the Sawyer Development Institute, a hockey summer program in Trenton, MI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and a range of management options.

Christopher Kherkher is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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, investment adviser, and commodity-related registrations to deliver comprehensive advisory services.

Karla Nagorsen is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked with Cetera Wealth Services, Avantax Advisory Services, and iVantage Group. Outside of her advisory role, she is involved in a family-owned media company providing advertising and marketing services, and she serves as a trustee of a personal family trust managing assets for her children. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment strategies across various program structures with over 10,000 advisors and $256 billion in assets under management.

Evan Onder is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Fitzsimmons is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 33 years. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by specialized committees.

Amber Deel is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her career reflects a commitment to providing financial planning services tailored to clients' goals and values. Amber holds a California Insurance License, supporting her work in financial consulting. She emphasizes building trusting and reliable relationships with clients to develop flexible financial plans that adapt to life changes. Outside of her professional life, Amber enjoys activities such as attending concerts, cooking and baking, family activities, motorcycles, pets, and traveling.

Zakaria Alhabbal is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at PNC and the University of Michigan Dearborn. Outside of his advisory role, he serves on the boards of a homeowners association and a Detroit-based ballet folklorico group, and he owns businesses focused on custom software development and couponing advice. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Toria Cooper is a financial advisor at Merrill with 36 years of industry experience, including 32 years at Merrill. She holds Series 63 and Series 65 designations and is based in Farmington Hills, MI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristina Schofer is a financial advisor with Edward Jones in Novi, MI, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, she worked six years at Centria Healthcare, LLC. She serves as the chapter secretary for a local business network in Ferndale, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ian Goins is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2025, his work history includes roles in various industries such as hospitality and waste services. Outside of finance, he has experience working at Moose Ridge Golf Course and XGolf Brighton. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies.