Neil Bitzer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with LPL Financial since 2020 and previously spent 15 years at Royal Alliance Associates, Inc. Bitzer also operates BBCM Financial Services, LLC and has managed the Professional Affiliation Program since 2002. 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 institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Justin Fister is a Wealth Management Advisor and partner of The HLA Wealth Management Group in Chicago, Illinois. With over 16 years at Merrill Lynch Wealth Management, Justin specializes in assisting affluent multi-generational families, corporate executives, and business owners with complex wealth management needs. His role involves tax-sensitive investment management, retirement cash flow and income planning, executive compensation planning, business cash management and succession planning, as well as estate, legacy, and trust services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification through the CFP Board of Standards, Inc., as well as the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Justin graduated from Ohio University with degrees in finance and marketing. He applies a goals-based approach, collaborating closely with clients and their families to develop customized financial strategies aligned with their short-term and long-term objectives. Residing in the Edgewater neighborhood of Chicago with his wife, Sonnie, and their son, Jackson, Justin is an active member of the Best Buddies organization and the Chicago Council on Global Affairs. He enjoys golfing in his spare time.

Eric Birch is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with LPL Financial. He previously worked at JP Morgan Securities from 2013 to 2020. Birch is involved with Capstone Tax Services, LLC, where he provides tax preparation services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Reynaldo Arceno Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing, Ameriprise, Morgan Stanley, and TD Ameritrade among others. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Karen May is a financial advisor with Mass Mutual Investors Services in Clarkston, MI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Mass Mutual Investors Services since 2011 and has been associated with MassMutual Life Insurance Company since 2010. In addition to her advisory role, she is a licensed health and life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process and offers a range of programs including estate-settlement and employer-sponsored planning.

Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2015, with prior experience at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Angelo Fontanesi is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise since 2010, including six years at the current firm. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling to deliver tailored, non-discretionary advice through a centralized consulting team.

Latasha Shackelford is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads a team of professionals who focus on understanding client needs and developing tailored wealth planning strategies. Latasha and her team are dedicated to delivering client service and providing financial education to support confident financial planning decisions. Latasha has been with Fidelity Investments since 2013, holding titles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Branch Leader. Her progression within the company reflects her experience in financial consulting and client relationship management. Outside of her professional role, Latasha enjoys cooking and baking, participating in family activities, fitness, exploring culinary interests as a foodie, riding motorcycles, and traveling.

Brandon Lokken is an Investment Consultant at Fidelity Investments, where he assists individuals and families in pursuing their financial goals through personalized planning and guidance. He focuses on building meaningful relationships by understanding each client's unique circumstances, priorities, and aspirations. Using Fidelity's resources and investment solutions, he supports clients in making informed decisions aimed at long-term financial confidence. Brandon began his career at Fidelity Investments as a Financial Service Representative in 2024, advanced to the role of Financial Representative in 2025, and assumed his current position as Investment Consultant in 2026. His professional experience centers on delivering financial advice and investment consulting services. Outside of his professional role, Brandon engages in family activities and enjoys football, golf, and movies.

Michael Finkelstein is a CFA® credentialed financial advisor with 15 years of industry experience. He has worked at Wells Fargo Advisors since 2019 and previously spent 17 years with Northpointe Capital, LLC. He also maintains an insurance practice through Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose implementation through various brokerage and advisory programs.

Matthew Flynn is a financial advisor with Cetera in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ameriprise, Concorde Investment Services, and L.M. Kohn & Company. He serves as a board member of the Troy Chamber of Commerce. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a nationwide network of over 10,000 advisors.

Ashley Harrison is a financial advisor at Osaic Wealth with two years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc and the Huber Insurance Group, where he also serves as a case manager. Outside of financial services, he works as a delivery driver for DoorDash. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.

Scott Torosian is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Centaurus Financial, Inc. for 14 years. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Will Haney is a Financial Consultant who collaborates with clients to understand their priorities and develop financial plans aimed at achieving their valued goals. He has held several roles in the financial industry, including Planning Consultant and Central Relationship Manager at Fidelity Investments from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Solutions Advisor and Relationship Manager at Bank of America Merrill Lynch between 2017 and 2019. Outside of his professional work, Will has personal interests in cooking and baking, football, gardening, spending time at the lake, pets, and traveling.

Gordon Smith is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he focuses on training associates to deliver disciplined financial plans and ensure a positive client experience. Prior to joining Fidelity Investments, Gordon served as Vice President and Market Supervision Manager at Merrill Lynch from 2012 to 2023. Throughout his career, Gordon has emphasized the importance of disciplined financial planning as a foundation for creating a comfortable financial future. His professional experience spans leadership and supervision in the financial services industry. Outside of his professional responsibilities, Gordon engages in various personal interests including family activities, fitness, hiking, reading, and swimming.

William Langenstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at First Allied Advisory Services and managing Langenstein Financial Strategies since 2018. He also serves as a fiduciary in a family trust capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Trey Le Vasseur is a financial advisor with Ameriprise in Pinckney, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors LLC and several positions outside the financial sector, including work with Country Club Limousine and Superior National Bank. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering customized, non-discretionary recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and automated tools to support its advisory process while providing a broad range of investment, brokerage, and insurance solutions.

Rodrigo Gaytan Jr. is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at GFL Environmental Inc., Jackson, and various entrepreneurial ventures such as Gaytan Lawn Care and Gaytan Construction Inc. He attended Michigan State University from 2021 to 2025. 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 retirement-income planning, combining investment research and tax-aware withdrawal strategies for clients nearing or in retirement.

Salvatore Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved in health insurance sales through Creative Benefit Solutions. 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. The firm utilizes both proprietary and third-party advisory models, providing services through a large network of Investment Adviser Representatives.

Terrence Andrysiak is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, Andrysiak is a partner in two businesses involved in commercial real estate investment and development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.