Morgan Stinson is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, Morgan partners with clients and their families to develop personalized financial plans that align with their goals and values. Morgan emphasizes long-term partnership and provides guidance through life's transitions, market uncertainty, and evolving objectives. Morgan's experience at Fidelity Investments includes progressive roles, beginning as a Financial Representative in 2021, followed by positions as Relationship Manager from 2022 to 2023, and Planning Consultant from 2023 to 2025. This progression reflects a broad exposure to client relationship management and financial planning within the firm. Morgan's approach focuses on open communication, thoughtful planning, and simplifying complex decisions to help clients feel confident about their financial future.

Adam Partridge is a financial advisor at Merrill with 8 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at JP Morgan Chase, Benzinga, and Lazio Search Group. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Shimshock is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He previously worked at J.P. Morgan Securities and Citizens Securities, Inc. Outside of his advisory role, he owns and operates Back Nine Virtual Golf, a virtual golf simulator business, and Black River Wrestling LLC, where he serves as owner and coach. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing strategies through discretionary or non-discretionary approaches.

Brayden Steele is an advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles including at Pure Hockey and CSI Worldwide, where he is involved in a trade show business assisting companies with exhibit booth construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Hunter McGuire is a Planning Consultant at Fidelity Investments. In this role, he collaborates with lead advisors to assist clients and their families in creating and implementing personalized financial plans tailored to their individual goals. Hunter has held several positions within Fidelity Investments, including Relationship Manager and Financial Representative, accumulating experience in financial planning and client relationship management. Prior to joining Fidelity, he worked as a Sponsor at Cornerstone Capital Planning Group. Outside of his professional duties, Hunter enjoys activities such as board games, family activities, fitness, social events with friends, outdoor adventures, and traveling.

Jerome Kulczycki is a financial advisor with Ameriprise in Troy, MI, holding CFP®, ChFC®, and Series 66 designations. He has 22 years of industry experience, including 20 years at Thrivent Financial for Lutherans and Thrivent Investment Management before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement-income advice, primarily for clients with Ameriprise-managed accounts.

Thomas Vermeulen is a financial advisor with LPL Financial based in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with TEVCO Financial Services, an entity related to his LPL business, and prepares income tax returns. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and advanced operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Zeina Robinson is a financial advisor with Ameriprise in Royal Oak, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. 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 produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Thomas is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. Before joining Fidelity, he worked at JPMorgan Chase from 2022 to 2025 and has experience with YMCA Camp Nissokone in non-advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies with a formal advisory role.

Andrzej Mendela is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has worked with the firm and its predecessors since 2012, including roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Mendela holds Series 63 and Series 66 registrations and is based in Troy, MI. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools to provide diversified portfolios with a long-term orientation.

Maria Bongiovanni is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aurora Securities and Concorde Investment Services, LLC. Outside of her advisory role, she serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting various managed portfolio options and third-party managers.

Nisreen Kallabat Byrne is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Byrne is also a partial owner and silent partner in Crown Office Building, LLC, a commercial office space entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Anthony Bossuyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and at Equitas America, LLC for one year. Bossuyt is based in Warren, MI. 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 a large network of investment adviser representatives.

Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Paul Geyman is a Series 66 licensed advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. He also engages in non-variable insurance activities through Prudential-sponsored products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Thomas Gray is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America before joining Ameriprise in 2017. Outside of advising, he owns Weekend Warrior LLC, which organizes endurance, health, and fitness events. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves individuals with significant investable assets and delivers advisory, brokerage, and insurance solutions through its large institutional platform.

Pedro Rivas is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Schwab in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank NA from 2011 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts. Schwab’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing services.

Aileen Muri is a financial advisor with Morgan Stanley in Troy, Michigan, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is the owner of LiACO LLC, a property management business based in Troy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, as part of its investment approach.

Gary Wood is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he spent over a decade with Avantax firms and has operated Wood and Associates Tax and Wealth Management, LLC since 1990, providing accounting and tax preparation services. He is also a managing member of Rochester Advisory Group, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor offering a multi-manager platform to a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Jessica Powell is a Series 66-licensed financial advisor with six years of industry experience. She is currently with LPL Financial and also operates AQuest Tax Solutions, providing tax preparation and accounting services. Her prior experience includes roles at Cetera Advisor Networks and Stonebridge Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.