Zalal Mello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank since 2005. 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 combines quantitative and qualitative research with a forward-looking approach to capital market assumptions and incorporates ESG eligibility frameworks in its recommendations.

Jeremy Jones is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he focuses on understanding clients' financial needs and goals and helps implement plans to work toward those objectives. He assists high net-worth clients with investment, retirement, and income planning. Jeremy has over two decades of experience in the financial services industry. Prior to his current position, he held roles as Vice President of Retail Banking at The State Bank from 2007 to 2011, Branch Manager at Republic Bank from 2002 to 2007, and Branch Manager at Fifth Third Bank from 1999 to 2002. He is a Certified Financial Planner. Outside of his professional work, Jeremy enjoys family activities, social events with friends, golf, outdoor adventures, skiing, and traveling.

Gaurang Joshi is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at Ameriprise and Bedrock Management Services, as well as nine years at General Motors LLC. Outside of advisory work, he is co-owner of K&P Hospitality Inc., a non-franchise motel, and MARUTI FAST FOODS, LLC, a retail business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation with access to third-party managers and offers a range of financial planning and consulting services.

Maria Dimercurio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015, alongside a concurrent role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager selections, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Amanda Allie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non‑discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jack Hosmer Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. He previously spent 10 years at Lincoln Financial Advisors Corporation and has been involved in CPA and tax preparation work since the early 1990s through Junior Mills Corp and Robinson, Pietras, Kalisky, PC. Outside of advising, he is engaged in insurance sales, including accident, health, disability, and life insurance, and serves as president of a tax preparation firm. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, relying on model-based asset allocation and portfolio optimization to support its multi-advisor platform.

Thomas Klamo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. Additionally, he has been affiliated with Wayne State University since 1988. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to develop written recommendations tailored to clients’ goals.

Thomas Brehm is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Ameriprise Financial Services, Inc. Outside of his advisory role, he is a treasurer, director, and 25% owner of Central Michigan Inns, a limited service hotel, and is involved with its holding company, Meridian Hospitality LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making through asset allocation, retirement, insurance, and estate planning analyses.

Matthew Oliver is a financial advisor at Raymond James & Associates with 21 years at the firm and 11 years of industry experience. He holds the Series 66 designation and is based in Farmington Hills, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets and serving a broad client base including individuals, institutions, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

Keith Dean is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2008. 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 combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary program.

Dale Bender is a financial advisor with Ameriprise in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2012 and also operates a tax preparation business. Additionally, he serves as Treasurer on the boards of the Dearborn Chamber of Commerce and the Dearborn Rotary Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following a year at Wells Fargo Clearing. Outside of his advisory role, he is a managing member of Battenberg Investment Co LLC, where he is involved in investment decisions. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Farmington, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 within a non-discretionary advisory program.

Larry Mayberry is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2018, he worked with Northwestern Mutual in various roles from 2014 to 2018. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Brian Schuessler is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Laura Kellmann is a CFP® with 24 years of experience in the financial services industry. She has been with Ameriprise since 2002, holding her current role at the firm since 2020. Kellmann serves on the board of directors for Pink Sisters Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Joaquin Gouch II is a financial advisor with Merrill Lynch Wealth Management, specializing in retirement planning, wealth management, and exit planning. He works with individuals, business owners, and organizations to develop strategies that align financial decisions with long-term goals and personal values. His expertise encompasses college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquin earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. He holds Series 7 and 66 FINRA registrations and is registered in multiple states. A native of Metro Detroit, Joaquin supports several community-based organizations such as Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He has a passion for volunteerism and mentoring youth. Joaquin and his wife live in Farmington Hills, where they spend time with family, enjoy watching movies, and remain physically active.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Wagner is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with a forward-looking approach and incorporates ESG eligibility frameworks in their recommendations.

Glen Gheesling is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.