Casey Sage is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2021, Sage worked for Walled Lake Consolidated Schools for 13 years. Outside of advising, Sage serves as Community Relations Director for The Alexander Foundation, a charity supporting families of children with craniofacial diseases, and previously held a senior role in an online activewear business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and consulting with a range of investment strategies and municipal advisory services.

Brandon Hughes is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. His work history includes roles at Michigan Pension & Financial, Inc. and Cambridge Investment Research, Inc. He has experience in insurance, benefits, and human resources through ownership and employment roles outside his advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

Keaton Hirsch is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Capstone Partners. Hirsch has also been affiliated with Charles Schwab Bank and Charles Schwab since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

David Long Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Lisa Madill is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with JP Morgan Securities since 2006 and has been with J.P. Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Jennifer Walker is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked with Lee E. Holland, CPA, CFP, from 2015 to 2017. Outside of her advisory role, she is a licensed notary public and owns businesses providing tax preparation and accounting services. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.

Susan Wellman is a financial advisor with Primerica Advisors in Highland, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and United Wholesale Mortgage, as well as a six-year tenure with Spectralite and 15 years at Keating Network. Outside of advisory work, she serves as Vice President of Strategic Relations for Curus in Farmington Hills, MI. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and incorporates discretionary separately managed accounts.

Carrie Fielder is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kyle Adams is a CFP® with two years of industry experience, currently with Cetera. Prior to joining Cetera, he worked at Michigan Financial Companies and has experience in financial planning and securities sales. He has also held positions outside finance, including work in landscaping and at a golf club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Rachel Meekhof is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to her financial services career, she held positions at several companies including Memphis Pizza Cafe and Bayer CropScience. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides integrated brokerage, custody, and cash-sweep services.

Rita Orow is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked within various divisions of JPMorgan Chase and JPMorgan Securities since 2016. 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 operates with a non-discretionary advisory model and integrates institutional advisory services with brokerage and investment management capabilities.

Erold Merko is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 65 and Series 66 licenses with 17 years of industry experience. Prior to joining Raymond James in 2021, he worked at TIAA and TIAA-CREF from 2012 to 2021. Outside of his advisory role, he co-owns a rental property in Bonita Springs, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research.

Jacob DePillo is a Financial Consultant at Fidelity Investments, focusing on partnering with individuals and families to help them work toward their financial goals. He collaborates with clients to build personalized financial plans and find strategies tailored to their priorities. He has held roles at Fidelity Investments since 2023, initially as an Investment Consultant before becoming a Financial Consultant in 2024. Prior to that, he served as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023, a Financial Advisor at MassMutual Great Lakes from 2020 to 2021, and a Financial Consultant at Equitable Advisors from 2019 to 2020. Outside of his professional work, Jacob enjoys baseball, family activities, football, golf, spending time at the lake, and traveling.

Dennis Mooradian is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Global Investment Committee return estimates.