Conor Walters is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hantz Financial Services and two years in golf-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios and institutional platforms.

Andrew Dafoe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Joe's Quality Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and provides services that extend from direct individual plans to corporate financial planning agreements.

Zdenka Jones is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at The Huntington Investment Company for 18 years and Comerica Securities for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice and written Recommendation Reports, focusing on dependable income sources and tax-aware withdrawal strategies.

Patrick Mcgrath is a financial advisor with LPL Financial in Washington Township, MI. He holds the CFP® designation and Series 63 license, with 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at the Center For Wealth Planning, Inc. from 2006 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various platforms.

Cortez Robinson-Starks is a Financial Consultant at Fidelity Investments, a role he has held since 2014. In this capacity, he partners with individuals, families, and business owners to develop comprehensive wealth plans aimed at providing financial peace of mind. He focuses on creating strategies that are personal, comfortable, and understandable, helping clients build confidence in their financial decisions. Prior to joining Fidelity Investments, Cortez worked as a Relationship Banker at J.P. Morgan Securities LLC from 2010 to 2014. His professional experience spans over a decade in the financial services industry, during which he has supported clients in selecting wealth strategies tailored to their present and future needs.

Michael Bender is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2017 and has progressed through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Michael worked as a Relationship Banker at FirstMerit Bank from 2015 to 2016. Michael's approach to financial planning emphasizes trust and integrity, collaborating with clients to assess their unique circumstances and needs in pursuit of their financial goals. His experience spans financial consulting and investment advising within Fidelity Investments. Outside of his professional work, Michael has interests in fitness, football, spending time at the lake, caring for pets, and traveling.

J Fioroni is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in investment and wealth management advisory services. Since joining Merrill in 1982, he has focused on developing client relationships tailored to their individual needs and aspirations. Working as part of Team Fioroni, which collectively holds over 60 years of industry experience, he assists clients ranging from growing families to retirees in defining and pursuing their financial goals through comprehensive wealth management planning. Fioroni holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned dual Bachelor of Arts degrees from Michigan State University. Beyond his advisory role, he has been involved in leadership development, having taught Dale Carnegie Leadership Courses for 15 years across Michigan. He is an officer of the Rotary Club of Flint, Michigan, and actively participates in the community through this organization. Fioroni is also an avid baseball player and fan, competing in Men’s Senior Baseball tournaments locally and nationally. He lives in Michigan with his wife, Lynette, and their three children.

Leonard Zito is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 39 years of industry experience. He has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Outside of his advisory role, he is a 33% owner of MSZ Enterprises, LLC, a business involved in leasing office buildings. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Paul Tackett is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his industry experience in 2026. His background includes work outside finance in sectors such as golf resort management and automotive manufacturing, as well as roles during his education at the University of Michigan and community involvement through university telefund activities. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to investment models or discretionary managers and leverages third-party asset managers and LPL-sponsored advisory programs.

Philip Piesko is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, insurance products, and affiliated trust and lending services.

David Smolarek is a CFP® professional with 39 years of experience in financial advising. He has worked at LPL Financial since 2009 and previously was with Center for Wealth Planning Advisors, Inc. from 2015 to 2017. Smolarek has also engaged in marketing term insurance through Insource Inc. and selling fixed annuities and term insurance policies with Producers Choice. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brooks Black is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Co. His outside activities include managing a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Paul Skomial is a financial advisor with Cambridge Investment Research Advisors and has 30 years of industry experience. His prior work includes two decades at Cantella & Co., Inc. He is also an independent insurance agent for various agencies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Peter Molesa is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Woodbury Financial Services and Sii Investments. Outside of financial advising, he is the owner of Happy Plant Stand, a business specializing in bonsai and related products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various analytical tools and discretionary management options.

Patrick Lane is a Series 66-credentialed advisor with Equitable Advisors, bringing five years of industry experience. His background includes roles at KPMG LLP and Stout Risius Ross, LLC, as well as academic positions at Michigan State University’s Broad College of Business. He serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients, employing a range of third-party and proprietary advisory programs tailored to client risk profiles and objectives.

David Mitter Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 18 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and MetLife Securities Inc. He is also involved in property and casualty insurance through his activities with St. Mitter Financial Services Inc. and NuStar Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

David Bultynck is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and is involved with multiple business ventures, including serving as a partner at Bultynck & Co., which provides accounting and tax services. Outside of his advisory role, he is also engaged in business consulting and facilitates business management through several related entities. Cetera Investment Advisers is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to use affiliated and unaffiliated third-party managers or customized strategies across various program structures and custodial relationships.

Nicholas Litton is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Gale A Cengage Company, J. Crew, and Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and does not sponsor its own wrap fee program, relying instead on affiliated and third-party solutions.

Connor Carbary is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2018, including two years when the firm operated as Axa Advisors. Outside of his advisory work, he manages Extravagante Valet, a valet service he has been involved with since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of representatives and third-party managers, providing a variety of investment options and ERISA fiduciary services for qualified plans.

Thomas Cooper is a CFP® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Troy, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.