Kimberly Vallet is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Davis Graham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He applies his experience to help clients create personalized financial plans that align with their unique ambitions and priorities. Davis earned a Bachelor's Degree from Wayne State University and holds the Personal Investment Advisor (PIA) professional designation. As a Wayne State Baseball alumnus and a member of GSJ and Associates, which has over 80 years of market experience, he focuses on helping clients achieve financial freedom by accomplishing short-term goals while planning for retirement. Born and raised in Grosse Pointe, Davis is committed to supporting his community in maintaining their desired lifestyle. Outside of his professional work, Davis enjoys spending time with his dog Bailey and watching sports. His personal interests include baseball, football, golfing, and pickleball.

Brandon Zupko is a financial advisor with Edward Jones in Grosse Pointe Woods, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. His background includes a brief affiliation with the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Larry Mah is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Axa Advisors, New England Securities, and Ameriprise. Outside of his advisory role, he serves as Vice President of the Hartland High School Choir Booster Club and is an elder at Cornerstone Evangelical Church. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Jesse Moore is a CFP® with 35 years of industry experience, currently affiliated with Cetera since 2013. His prior work includes his own CPA and tax preparation practice, and he serves on the finance leadership team of the East Michigan Conference of the Free Methodist Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Hilary Goodman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Comerica Securities/Ameriprise Financial Services LLC, Massachusetts Mutual Life Insurance Co, The Collective Financial Group, and Neiman Marcus. J.P. Morgan Securities LLC 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Kostadin Krajcev is a financial advisor at Cetera with 28 years of industry experience. He has been with Cetera and its affiliated entities since 2025, following a 27-year tenure at Concourse Financial Group Securities Inc. Krajcev is also involved in managing a life insurance and fixed annuities business under Oxford Capital and holds a role in an insurance agency offering property, casualty, health, and dental insurance. Cetera Investment Advisers LLC is an SEC-registered adviser servicing a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing various portfolio management and financial planning services through both discretionary and non-discretionary arrangements.

Elvira Portera is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 licenses and having four years of industry experience. She previously worked at UBS Financial Services and Fidelity Investments among other firms. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that uses firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Alan Semonian is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has worked with Raymond James since 2005 and concurrently operates accounting and tax consulting businesses, including serving as CEO of AmeriTax Plus and President of Eagle Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Vichunas is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at infinex Investments, Inc. and Flagstar Bancorp. 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 and access to third-party asset management, supported by advisory representatives who implement various portfolio strategies.

Danielle Bishop is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and seven years of industry experience. She has been with Equitable Advisors since 2017, with prior roles at AXA Advisors LLC, Axa Equitable, Westbrook Planning Group, and Harper Medical Management. Outside of financial advising, she is involved in music as a substitute lead female vocalist for Mainstreet Soul and volunteers as a singer with the St. Clair Shores Community Chorus. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset-management programs. The firm uses a variety of advisory models, often implemented through third-party managers, and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Robert Thompson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jessica Vucinaj is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at The Huntington Investment Company and Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Richard Gagliano is a Financial Advisor at Merrill Lynch Wealth Management. He works with business owners, retirees, and corporate leaders to develop tax-efficient wealth strategies, personalized retirement planning, and disciplined portfolio management. He focuses on creating customized, goals-based financial plans that integrate cash flow, investments, taxes, and legacy priorities. Richard's expertise includes college education planning, corporate benefits, divorce transition planning, equity compensation services, family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He collaborates closely with clients to coordinate income, equity, investment management, and long-term planning into a cohesive framework aimed at reducing tax exposure and concentration risks while aligning retirement assets for greater flexibility. He holds a Bachelor's Degree in Finance from Florida Gulf Coast University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Richard enjoys adventure sports, biking, cooking, football, golfing, hiking, pickleball, reading, and spending time with his family.

Sharon Mccaslin is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Brian Staniszewski is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Fidelity Investments, Allstate Financial Services, Rocket Mortgage LLC, Charles Schwab & Co., and Quicken Loans Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joseph Sarnecky is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he has served as president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Merrifield is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019. Prior to that, he was employed at Nordstrom and Oakland University. Merrifield is also involved in a trust-related business activity based in Beverly Hills, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Molly Gardner is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm uses a centralized team, proprietary tools, and a defined investment universe that includes affiliated products.