John Cooper is a financial advisor with Primerica Advisors, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2013. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies supported by third-party asset managers and custodians.

Earnest Jackson is currently serving as the Branch Leader at Fidelity Investments, a position he has held since 2025. He has developed a career within Fidelity Investments, progressing through various roles including Workplace Planning & Advice Leader, Client Service Leader, Talent Champion & Onboarding Coach, and several consultant positions since 2012. His professional experience encompasses leadership and development of financial professionals, with a focus on delivering service aligned with clients' financial goals. Earnest's roles have involved coaching, client service, workplace planning, and investment solutions. Outside of his professional responsibilities, Earnest engages in family activities and enjoys football, golf, parenthood, and traveling.

Philip Maniaci is a financial advisor with Raymond James & Associates in Macomb, Michigan, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory work, he owns a small business making and selling cutting boards as a hobby. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and has notable capabilities in public finance and municipal services.

Mark Frye is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Spire Investment Partners, W & R Insurance Agencies, and Waddell & Reed Inc. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a broad range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Thaddeus Vannice II is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as Vice Chairman on the Board of Directors for Elder Law of Michigan and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling techniques to deliver non-discretionary recommendations tailored to clients’ financial situations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Austin is a financial advisor at J.P. Morgan Securities with 16 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 2009. 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. As part of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Mark Wise is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Osaic Wealth, Inc. and has previously worked at Woodbury Financial Services Inc. and SII Investments. In addition to his advisory work, Wise teaches the investments course in the CFP Program at Oakland University and serves as Vice President of Advanced Planning Educational Group, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals and charitable organizations, through a broad network of financial advisers. The firm employs a comprehensive investment approach using asset-allocation tools, risk-tolerance assessments, and third-party management solutions to construct portfolios across multiple asset classes.

Joseph Saverino is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Raymond James since 2005 and is also a partner and owner of Pilot Financial Group LLC, a business formed in collaboration with a fellow advisor for select office and business purposes. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations, with a notable emphasis on municipal and public finance services.

K. Jones is a financial advisor at UBS Financial Services with 31 years of industry experience. Holding Series 65 and Series 63 credentials, Jones has been with UBS since 2013. Outside of advising, Jones serves as treasurer for the Golf Cottage I Association condominium association in Lewiston, MI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocation tailored to client goals.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Gina Cetnar is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently affiliated with LPL Financial since 2009. She holds a Series 66 license and is based in Troy, MI. In addition to her advisory role, she is engaged in writing a book and has established a business entity related to successful money management seminars. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Bradley Fischer is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 1997 and also has been involved with Trygreen Chemlann since 1989. Outside his advisory role, Fischer serves as a trustee for a family revocable trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Carrie Syrett is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Thrivent Financial and Citizens Bank. Outside of advising, she is an organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue operation. LPL Enterprise serves a wide range of clients including individuals, retirement plans, nonprofits, corporations, and institutional investors through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products via an integrated platform.

Gurdeesh Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Meredith Atrasz is a Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional background includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Client Service Specialist at TD Ameritrade. Her approach focuses on helping clients improve their financial situation by aligning their plans with their goals and personal preferences. Meredith emphasizes collaboration that involves candor, openness to new ideas, accountability, and action. She aims to build life-long relationships with clients and their families to educate and empower them to make informed financial decisions. Outside of her professional work, Meredith has interests in cooking and baking, music, parenthood, puzzles, traveling, and yoga.

Steven Andriola is a financial advisor with Ameriprise Financial Services in Troy, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Outside of his advisory role, he serves as president of the Tuesday Jr. House League, a sanctioned bowling league, where he reviews and audits league financials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm employs a non-discretionary, research-driven approach focused on dependable income sources and tax-aware withdrawal strategies.

Steven Enders is a financial advisor with OSAIC in Utica, Michigan. He holds Series 63 and Series 66 licenses and has 42 years of industry experience. Prior to joining OSAIC in 2024, he worked at Cetera and Summit Financial Group. He is also involved in sales and marketing of fixed annuities, securities, and investment advisory products through a related corporation. OSAIC serves a diverse client base including retail and institutional investors and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports multiple platforms, including legacy programs and third-party managed-account solutions.

Peter Singler Sr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is president of Financial Accounting Services Inc., where he prepares tax returns and financial statements for clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Zachary Conforti is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Aflac Insurance Company and various positions during his time at Wayne State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Ryan Armstrong is a financial advisor with Osaic and holds a Series 66 designation. He has 20 years of industry experience, including a long tenure at Midwest Financial Advisors where he serves as Vice President. Armstrong also provides insurance services alongside his investment activities. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios that may include various asset classes on both discretionary and non-discretionary bases.