Scott Bennett is a CFP® with 38 years of industry experience, currently affiliated with Raymond James & Associates in Birmingham, MI. He previously worked at UBS Financial Services Inc for 11 years before joining Raymond James. Bennett serves as a board member and finance/investment committee member for the Catholic Foundation of Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research.

John Sicklesteel is a Certified Financial Planner (CFP®) with 28 years of industry experience, including 26 years at UBS Financial Services in Birmingham, MI. He holds Series 63 and Series 65 licenses and has spent his entire recent career with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Jeffrey Arnott is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Short is a financial advisor at Charles Schwab in Troy, MI, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Tiaa, as well as entrepreneurial ventures such as Shade Cloth Store LLC and Modern Media Tech. He also has a background in full-time education spanning a decade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jeramey Lynch is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with J.P. Morgan Securities since 2009. Outside of his advisory role, Lynch is the sole proprietor and investor of TINPB LLC, a multi-family residential real estate business managed by a third party. 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Lee Schaeffer Jr. is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2004. He holds a Series 63 registration and practices out of Warren, MI. 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 financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of model portfolios and research.

Nicole Narkus is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and leads Nicole Faith Financial Services LLC, focusing on financial planning, investment management, retirement, and insurance planning. Prior to joining Raymond James, she worked at Edward Jones for seven years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

Daniel Paulson is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001. Outside of his advisory role, he serves as a board member on the Schoolcraft Foundation Board of Governors, participating on the Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team provides tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Glen Young is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Birmingham, Michigan. He previously led Ashton Young, Inc. for 37 years before joining Morgan Stanley in 2020. Outside of his advisory role, he maintains involvement as an officer in Ashton Young, Inc. and owns LSG Financial LLC, an insurance-related business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes an advisory role, with a broad array of retail and institutional investment services.

John Nori is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at Sagepoint Financial, Inc. for 13 years prior to joining OSAIC in 2023. Outside of his advisory role, he serves on the board of the McLaren Macomb Healthcare Foundation and owns a card trading business operated by his two sons. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessment methodologies, and automated rebalancing to build diversified portfolios across multiple asset classes.

Frank Bologna is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jordan Ciaramitaro is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans, Inc., where he provides health insurance and benefit advisory services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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.

Dan Mihaescu is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Mihaescu serves on the Board of Directors for Tuesday Musicale of Detroit and performs as an opera singer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Todd Schuster is a financial advisor with LPL Financial based in Utica, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over a decade at LPL Financial since 2014. In addition to his advisory role, he operates QOLity Tax, providing tax preparation and related administrative services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Kristina Di Giacomo is a financial advisor at Morgan Stanley in Birmingham, MI, with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill from 2014 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process.

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Cintas and Northwood University and also has experience at Meadowbrook Country Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Mackenzie White is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to rejoining Merrill in 2026, White worked at Morgan Stanley and Bank of America, as well as having experience at Oakland Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kenneth Schenden is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2009 and holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Green is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Calculated Hire and as an independent contractor, along with experience in the fitness retail sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.