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 7 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at firms including JP Morgan Chase, Benzinga, and Lazio Search Group. His current role follows positions at Bank of America and Merrill since 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jack Kloka is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Securities America, Inc., Flexible Plan Investments, Ltd., General Nutrition Center, and Warren Screw Products. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.

Todd Shimshock is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he owns and operates Back Nine Virtual Golf, a virtual golf simulator business, and is involved as an owner and coach with Black River Wrestling LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Omar El Gothamy is a financial advisor with Merrill in Shelby Township, MI, holding Series 66 and Series 63 credentials and nine years of industry experience. His career includes roles at Bank of America and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 in Rochester, MI, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with LPL Financial since 2003. Outside his advisory role, he is involved in tax preparation and the sale of fixed annuities, health, disability, and long-term care insurance through his own entities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and incorporates technologies such as machine learning in its investment processes.

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.

Dawn Myers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, Myers serves as a power of attorney and representative payee for her son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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 with OSAIC in Washington, Michigan, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Bongiovanni serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to diverse investment solutions. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios that include a variety of investment types.

Nisreen Kallabat Byrne is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also involved as a partial owner and silent partner of Crown Office Building, LLC, a commercial office space entity. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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, distribution, and investment management capabilities.

Sean Moran is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a director and member of the executive committee for The Parade Company, where he contributes to idea generation for new sponsors and advertising and organizes the Thanksgiving Day Parade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to model outcomes for clients.

Anthony Bossuyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 15 years at Cadaret, Grant & Co., Inc. He is involved with Franke & Bossuyt, a business entity related to his work at LPL in Warren, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Joshua Riga is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC over the past 17 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Cortney Cook is a financial advisor at Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with Robert W. Baird & Co. since 2016. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and advisory services, supported by internal research and tools including artificial intelligence.

Matthew Helms is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.