Vianna Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kenneth Harb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Livonia Brownfield Redevelopment Authority, where he participates in meetings and reviews tax credit issuances for underutilized real estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Grant Sutter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. Prior to this role, he has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Hillary Ziemba is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she works closely with clients and Financial Consultants to develop personalized financial strategies that align with clients' specific goals and needs. Hillary's experience at Fidelity Investments spans multiple roles, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and Investor Center Intern in 2022. Through these positions, she has developed a comprehensive understanding of client relationship management and financial planning processes.

Michael Hudzik is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he serves as a director for the Michigan Council on Economic Education, contributing to efforts to educate teachers about economic systems and participating in organizational fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, firm research, and affiliated sub-advisers.

Jeffrey Fleischman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has been involved in petroleum distribution and pipeline terminal operations through his roles at Peerless Distributing Company and Cousins Petroleum, Inc. Fleischman serves as a secretary for several senior housing and aging services nonprofit organizations in the Detroit area. Cetera Investment Advisers LLC provides a range of financial services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party investment options across discretionary and non-discretionary program structures.

Mark Holowicki is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Since beginning his career in 1988, he has guided affluent families, professionals, and business owners through multiple market cycles by delivering personalized, goals-based wealth management strategies. Mark collaborates closely with clients to define their financial priorities and creates tailored plans that address their unique circumstances and stages of life. His areas of focus include college education planning, executive compensation, family wealth management, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, and personal retirement planning. Mark holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Michigan University and a Master's Degree from Wayne State University. Outside of his professional work, Mark is involved with community organizations such as the Salvation Army, Purple Heart, United Way, Detroit Catholic Central, and the Boys and Girls Clubs of Southeast Michigan. His personal interests include biking, golfing, and yoga.

Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.

Richard Kurjian is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Kurjian is chairperson of the investment advisory committee and the investment fund at Saint Johns Armenian Church, where he manages portfolio reviews and asset acquisition and disposal for the church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management. The firm’s services include investment policy statement reviews, investment recommendations, performance reporting, and participant education, with a broad product offering that includes insurance-related vehicles and bank deposit sweep options.

Glen Milligan Jr. is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for eight years. He also acts in a fiduciary capacity in various roles such as trustee and personal representative. 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 municipalities—and offers tailored financial planning and investment consulting through its Wealth Advisory Services Program.

Traver Tremblay Goodrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and is based in South Lyon, Michigan. Outside of his advisory role, he is involved with Children's Toy Closet, Inc., an online retail business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Stephanie Kennedy is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank beginning in 2003. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Albert Sharp II is a financial advisor with Ameriprise in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 1985. Outside of his advisory role, he owns and operates a motel and apartment business. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Gregory Spinazze is a financial advisor with Equitable Advisors in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked with Equitable Advisors since 2008 and was formerly with Axa Advisors, LLC. Outside of his advisory role, he serves as Executive Board Chair for Vista Maria and is the owner and president of BRI of Michigan, Inc., which provides group and medical insurance. Equitable Advisors serves a diverse clientele including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies significantly on LPL-sponsored programs and endorsed third-party managers.

Scott Davis is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC. He previously worked at Signator Investors, Inc. for 22 years before joining Royal Alliance Associates, Inc. He also serves as president of the Greenfield Pointe Homeowner's Association, where he manages meeting agendas and assists with financial monitoring. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and various advisory platforms.

David Vanderhovel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Royal Alliance Associates, Inc. In addition to his advisory role, Vanderhovel serves as president of Vanderhovel & Associates, a tax preparation and accounting firm where he is an enrolled agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Angelo Leslie is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at Gries Financial Partners, Planning Alternatives Ltd., PNC Bank, and Comerica Bank. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Ryan Coryell is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 24 years of industry experience, including a long tenure at JPMorgan Chase Bank, N.A. since 2003. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Cetera Advisor Networks LLC. He is also involved with Genisys Credit Union, where he has served since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.