Paula Swain is a CFP®-certified financial advisor with 27 years of industry experience. She has worked with firms including Lincoln Financial Advisors and Linsco/Private Ledger Corp. Swain is also involved in writing and personal life coaching through her project "Soar from Silence." She is affiliated with LPL Financial, a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Robert Lamm II is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and with 12 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner and president of 3B Technology, LLC, a non-active business entity used for administrative purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and financial planning services.

Jalen Mitchell is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he held multiple roles primarily within Bank of America from 2018 onward, as well as positions at Citizens Bank, Chase Bank, and Apple Inc. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mikaila Talentino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at various firms, including Aeropostale Inc and Sparc Group LLC. Talentino has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Brandon Mohawk is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked for Christian Financial Credit Union for five years. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Chris Arteaga Carloni is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked at Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Cheryl Benway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Primerica since 2009 and has held positions at several organizations including the County of Genesee and Lorbec Metals USA Ltd. In addition to her advisory role, she is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Eliza Rosenblatt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a due diligence process that combines quantitative and qualitative analysis.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Meysha Moutzalias is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates with clients to develop personalized financial plans that address their unique ambitions, focusing on areas such as education planning, legacy planning, personal retirement planning, women and wealth, and retirement income. Meysha emphasizes simplicity and transparency in the wealth planning process to help clients manage their financial goals effectively. Before joining Merrill Lynch, Meysha was a Certified Public Accountant with a large multinational accounting firm. She transitioned her career to concentrate on long-term advisory services and currently holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She holds Bachelor's degrees from the University of Michigan System and Walsh College. While she does not provide tax advice in her current role, her background supports a comprehensive approach to financial planning. Outside of her professional work, Meysha enjoys cooking, reading, spending time with her family, and watching movies. Her approach as an advisor centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most to them.

Robert Steele is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Huntington National Bank and Cornerstone Community Financial Credit Union. Steele is currently based in Farmington Hills, Michigan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework when recommending eligible strategies.

John Wagner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2016 and was previously with Ameriprise from 2010 to 2016. Wagner also has an involvement as an independent contractor financial advisor with Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

Damon Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach focuses on addressing individual objectives such as funding education, planning for retirement, managing healthcare costs, and achieving long-term family goals. He emphasizes simplicity and transparency throughout the wealth management process. Garcia holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Saint Mary's Preparatory and attended Oakland University.

Dan Thornton is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 1998, progressing through various roles including VP, Financial Consultant; VP, Regional Planning Consultant; Work Place Guidance Consultant II; Regional Consultant; Regional Education Consultant; and Financial Consultant. Prior to joining Fidelity, Dan worked as an Investment Executive at UBS and as a Personal Financial Advisor at American Express Financial Advisers (Ameriprise). Dan focuses on co-creating comprehensive wealth plans that help clients utilize employer benefits, accumulate savings, manage spending, protect assets, and transfer wealth. His approach incorporates principles of investing and income diversification tailored to client preferences. Outside of his professional work, Dan enjoys boating, bowling, cooking and baking, fitness, golf, and softball.

Kevin Wright is a Financial Consultant currently working at Fidelity Investments. He works directly with clients to develop financial plans that align with their goals, aiming to create strategies that help manage investment risks and provide clients with confidence and peace of mind regarding their financial futures. Kevin has accumulated extensive experience in the financial services industry, holding various roles at Fidelity Investments since 2014, including Financial Consultant, Vice President, and more recently, Financial Consultant. Prior to his tenure at Fidelity, he held positions such as Regional Vice President at Fisher Investments and roles in banking at KeyBank and JP Morgan Chase.

Andrew Augustine is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 designation. His prior work includes roles at Infinex Investments, Comerica Securities, and Flagstar Bank, where he has maintained a longstanding association since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of financial planning and asset management solutions, supported by advisory representatives who use both proprietary models and third-party strategies.

Christie Nelson is a Series 66 licensed financial advisor with Merrill in Farmington Hills, Michigan, and has 25 years of industry experience. She has been with Merrill Lynch since 1994. Outside her advisory role, she works part-time in customer service at Chet Street Gallery on Saturdays. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, corporations, and charitable organizations.

Kristin Glahn is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2013, including prior roles at Concorde Asset Management and Concorde Investment Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.