Mara Mc Kenzie is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and food service, as well as positions at Michigan State University and several local businesses. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Melissa Parkins is a CFP®-designated financial advisor with Raymond James Financial, based in Troy, MI. She has 13 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. since 2019 and Southworth & Wilson, Inc. since 2018. Outside of her advisory work, she supports operations at Southworth & Wilson, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and advisory services aligned with client goals.

Alicia Schonberger is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her prior roles include ten years at Fidelity Investments and earlier positions at Banc of America Investment Services, Ameriprise Advisor Services, and Choreo, LLC. She is involved in divorce financial planning through Lylac Divorce Solutions, LLC. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and substantial discretionary assets under management.

Phillip Brancato is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. In addition to his advisory role, he operates a sole proprietorship related to financial advising. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm uses proprietary research and planning tools to deliver tailored recommendations, with optional implementation through various brokerage and advisory programs.

John Cooper is a financial advisor with Primerica Advisors, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2013. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies supported by third-party asset managers and custodians.

Thaddeus Vannice II is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as Vice Chairman on the Board of Directors for Elder Law of Michigan and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling techniques to deliver non-discretionary recommendations tailored to clients’ financial situations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Natalie Tite is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, she was associated with McFawn Financial Services Group LLC and Raymond Jamwes Financial Services, Inc. from 2015 to 2022. Outside of her advisory role, she is the sole proprietor of Tite Wheels, LLC, an automotive and transportation business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Christopher Austin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with additional experience at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Mark Wise is a CFP® certificant with 13 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. for seven years and SII Investments for four years. Beyond his advisory role, Wise teaches an investments course in the CFP Program at Oakland University and serves as vice president of the Advanced Planning Educational Group, which provides foundational financial planning courses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by risk-tolerance tools and discretionary management options.

Bradley Fischer is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with LPL Financial and its predecessor since 1997 and is also associated with Trygreen Chemlann, where he has been active since 1989. Fischer serves as a trustee for a revocable trust and sells non-variable insurance products through Aflac. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs both proprietary and third-party investment strategies.

Carrie Syrett is a financial advisor at LPL Enterprise with three years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Citizens Bank. Outside of her financial advisory work, she is the organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Meredith Atrasz is a Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional background includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Client Service Specialist at TD Ameritrade. Her approach focuses on helping clients improve their financial situation by aligning their plans with their goals and personal preferences. Meredith emphasizes collaboration that involves candor, openness to new ideas, accountability, and action. She aims to build life-long relationships with clients and their families to educate and empower them to make informed financial decisions. Outside of her professional work, Meredith has interests in cooking and baking, music, parenthood, puzzles, traveling, and yoga.

Steven Andriola is a financial advisor with Ameriprise Financial Services in Troy, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Outside of his advisory role, he serves as president of the Tuesday Jr. House League, a sanctioned bowling league, where he reviews and audits league financials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm employs a non-discretionary, research-driven approach focused on dependable income sources and tax-aware withdrawal strategies.

Zachary Conforti is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Aflac Insurance Company and has a background that includes academic involvement at Wayne State University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and advisory programs, emphasizing personalized client assessment and program matching without sponsoring its own wrap fee program.

Joseph Youngblood is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Grosse Pointe, MI, he specializes in personalized wealth management strategies that address client priorities such as divorce transition planning, personal retirement planning, portfolio management services, and retirement income. Joseph integrates market insights from Merrill and banking and lending solutions from Bank of America to help clients pursue their financial goals. Joseph brings a diverse professional background, including six years of active duty service in the United States Air Force. During his military service, he earned a bachelor's degree in finance and later completed a Master of Business Administration (MBA) at the University of Detroit Mercy. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Continuing a family legacy in finance, Joseph and his father operate the family business, following his grandfather’s start with Merrill in 1968. In addition to his advisory work, Joseph is involved in community initiatives such as Adopt a Highway, Pope Francis Warming Center, Gleaners Food Bank, and the Grosse Pointe Animal Adoption Society. He enjoys outdoor activities including camping, hunting, photography, scuba diving, skiing, and woodworking. Joseph lives in Grosse Pointe with his wife and two dogs and values spending time with family and clients in both professional and personal settings.

Ryan Armstrong is a financial advisor with Osaic Wealth who holds a Series 66 designation and has 21 years of industry experience. He has worked at Midwest Financial Advisors since 2006 and Merrill in 2005. Armstrong also serves as vice president at Midwest Financial Advisors, where he provides insurance services in addition to his investment-related responsibilities. Osaic Wealth serves retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Douglas Clark is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following prior roles at The Mutual Fund Store and IFMG Securities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified, long-term oriented portfolios.

Gregory Sheldon is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has been with Morgan Stanley since 2016 and has also served with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he acts as a successor trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aimed at modeling financial outcomes.

Donovan Strong is a financial advisor with J.P. Morgan Securities in Troy, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Thrivent Financial, as well as work with International Contract Services and Sub Teacher Source. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process includes centralized due diligence with a focus on systematic quantitative screens, qualitative research, and the incorporation of ESG criteria.

Beth Lappin is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement planning recommendations and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies.