Salvatore Finazzo is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase entities since 2015. He is also a partial owner of Matanaka LLC, an investment property business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage and investment management capabilities.

Mark Napolitano is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held his position at Raymond James since 2003. He holds Series 63 and Series 65 credentials. Raymond James & Associates 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, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Dinesh Chawla is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has a legal background, maintaining his role as an attorney with Chawla Legal Group, PLC since 2018. He is also a notary public in New Baltimore, MI. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Joseph Ghanem is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he holds interests in several investment-related businesses focused on real estate management and serves as president of a medical center condominium association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Amy Roberts is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her prior roles include positions at Ameriprise and Comerica Securities, where she worked for 24 years. Outside of her advisory work, she is involved in independent insurance brokering and supports clients with a cash management platform. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various technology tools.

Nicholas Robinette is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked with JPMorgan Chase Bank and Door Dash. Robinette has also held various roles outside the financial sector, including at Lawrence Technological University and several small businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kailen Hudson is a financial advisor with LPL Enterprise LLC holding a Series 66 designation and currently has less than one year of industry experience. Prior to joining LPL Enterprise, he has held positions at various companies including TSM Corporation and FedEx. He is also involved in non-variable insurance activities outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Daniel Keller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Luke Miracle is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions with The Prudential Insurance Company of America, Pruco Securities LLC, and work in the automotive and fitness industries. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Chris Wilker is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Outside of his advisory work, he owns rental properties in Longboat Key, FL, and Glen Arbor, MI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Malcolm Tippins is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Malcolm serves as a board member for Harbour Pointe on the Lake, where he assists with subdivision management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. She joined Merrill in 2014 and is part of the Huntsman Ludlow group. In her role, Karen manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She provides services such as portfolio management, retirement planning, education planning, legacy planning, and wealth management strategies. Karen earned a Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, graduating magna cum laude as a member of Phi Beta Kappa. She became a financial advisor in 2015 and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2019. Additionally, she holds the Personal Investment Advisor (PIA) designation. Outside of her professional responsibilities, Karen's personal interests include music, running, and tennis. She resides in Grosse Pointe with her husband, Keith, and their son, Jack.

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.

David Pina is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank SSB since 2014. 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. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

Logan Priebe is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at AXA Advisors, United Shore Financial Services, American Eagle Outfitters, and spent four years affiliated with Albion College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Janice Zale is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 credential and 6 years of industry experience. She has been with LPL Financial since 2015. 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, model portfolio programs, third-party asset management, and institutional platforms.

Elaina Vanfossan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at UBS Financial Services for six years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Gregory Talpey is a financial advisor at Morgan Stanley in Troy, MI, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its Private Bank since 2016. 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 and financial planning services leveraging firm-approved tools and modeling techniques.

Mitchell Swayze is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2007, including Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member on the finance committee for the Alpha Phi chapter of Delta Sigma Phi, a national fraternity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and firm-approved tools, with an emphasis on customized planning and advisory support.