Matthew Oliver is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets with a nationwide adviser force. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a range of portfolio management styles and affiliated research.

Kevin Barragan is a financial advisor with Fidelity Investments in East Lansing, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His career includes roles at Fidelity, Charles Schwab, Deloitte & Touche LLP, and various construction-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Keith Dean is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having worked at Jpmorgan Chase NA since 2008. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Michael Burgher is a Planning Consultant at Fidelity Investments, where he collaborates with clients to create and maintain comprehensive financial plans tailored to their individual needs and preferences. He aims to provide value during each engagement and serves as a reliable member of the advisory team with clear communication standards. Michael's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Field Underwriter at Symmetry Financial Group. Earlier in his career, he worked as a Mortgage Loan Originator at Quicken Loans (now Rocket Mortgage). Outside of his professional work, Michael has interests in baseball, concerts, playing musical instruments, music, parenthood, and reading.

Dale Bender is a financial advisor with Ameriprise in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2012 and also operates a tax preparation business. Additionally, he serves as Treasurer on the boards of the Dearborn Chamber of Commerce and the Dearborn Rotary Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a managing member and 50% owner of Battenberg Investment Co LLC, where he is involved in investment decisions for family investments. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan and its affiliated entities since 2015. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Brian Schuessler is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Joaquin Gouch II is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, wealth management, exit planning, and related financial strategies. Joaquin works with individuals, business owners, and organizations to develop strategies that align financial decisions with long-term goals and personal values. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquin is also registered with Series 7 and 66 FINRA registrations and is registered in multiple states. He earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. A native to Metro Detroit, Joaquin supports multiple community-based organizations such as Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He has a passion for volunteerism and mentoring youth. Joaquin and his wife reside in Farmington Hills, where they enjoy spending time with family, watching movies, and staying physically active.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Charles Belfiori is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he operates Belfiori Consulting Group, a Sub S corporation managing payroll and expenses for his practice. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor input and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Wagner is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Glen Gheesling is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as with Citigroup Global Markets since 1993. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Beth Brooks is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Millennium Business Systems and Citizens Securities. Brooks is based in Farmington Hills, MI, and has been affiliated with Cambridge Investment Research in various capacities since 2019. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Kelly Petrocella is a CFP® professional with 25 years of industry experience. She has worked at Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

David Hill is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has 15 years of industry experience. He has held roles at multiple firms including Securian Financial Services, Wealth Strategies Financial Group, and Q3 Asset Management. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management options, including third-party managers and bespoke strategies, and manages over $256 billion in assets across more than 10,000 advisors.

Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Winkler is a financial advisor at Merrill in Farmington Hills, MI, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Plante & Moran from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sophia Fazekas is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Bonnie Anderson is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial. She previously spent 15 years at Cadaret, Grant & Co., Inc. and has operated Anderson Family Financial since 2005, offering tax preparation and accounting services alongside her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a large national network. The firm provides various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technological tools.