Anthony Fiore is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2012. In addition to his advisory role, Fiore is involved in the sale of individual and group life and health insurance through Business Benefits Resource LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to analyze goals and deliver written recommendations.

Daniel Yuhn is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 66 designations and possessing 39 years of industry experience. He has been with LPL Financial since 1997. 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 and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Joseph Baran III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 2011. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Robert Rosin is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked with Bank of America and Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies supported by internal and third-party managers.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Danielle Workman is a Series 66-licensed financial advisor at OSAIC with 12 years of industry experience. She has worked previously at Lincoln Financial Advisors, Fifth Third Bank, and Morgan Stanley. Workman serves as a board member for the German Professional Women's Association, where she is involved in planning events and managing memberships. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage, advisory, retirement plan consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Angela Zelensky is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her previous roles include positions at Comerica Securities for 27 years and Ameriprise for three years. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services tailored to individuals and institutional clients, using structured planning tools and market modeling to support client goals.

Andrew Camden is a financial advisor with Wells Fargo Advisors in Grosse Pointe Farms, MI, holding the Series 66 designation and with 23 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Camden has ownership interests in Kercheval Financial Group, LLC and GSC Enterprises, Inc., and serves as an executor or personal representative for multiple estates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, business-owner transition, and special-needs planning, delivering tailored recommendations supported by Wells Fargo research and tools.

Tonya Pirker is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has experience in community roles including coaching soccer for the Dearborn Soccer Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored and endorsed platforms.

Wallerend Ezin is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2018. He also maintains roles with Michigan Financial Companies and serves on the boards of several investment-related entities, including Globadigm Management LLC, Freeman Stanley Wealth Management LLC, and EAS Wealth Management LLC. Additionally, he is a trustee for the Knights of Columbus St. Francis of Assisi Council 8989 in Ann Arbor. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms, offering brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and portfolio construction methods that include a range of securities and investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Stephen Smihal is a financial advisor with Morgan Stanley based in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. Since 2010, he has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mary Walsh is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at IBM, the University of Michigan, and the Country Club of Detroit. 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’s planning approach involves structured discovery conversations and firm-approved tools without providing individual security recommendations within standalone plans.

Connor Kin is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2021. His prior experience includes roles at DoorDash, Northwestern Mutual, and Northwood University. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools, risk-tolerance questionnaires, and access to various investment products, managing accounts on discretionary or non-discretionary bases.

Donald Andrysiak is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and the Series 63 license. He has worked with Cetera Advisors LLC since 2013 and owns Economic Financial Services LLC, a financial services firm established in 1999. Outside of advisory work, he is also an agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Ian Mc Guire is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized strategies that address their short-, mid-, and long-term financial goals. He provides guidance on various aspects of investing, retirement planning, and saving for unexpected events, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ian's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Olivet Nazarene University. Outside of his professional work, Ian is involved in the Northline Church community. His personal interests include billiards, bowling, chess, music, painting, reading, spending time with his family, and swimming.

Dolapo Bankole is a financial advisor at LPL Financial with three years of industry experience. She previously worked at Raymond James Financial Services, UBS Financial Services, and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management along with research and model portfolios from various sources.

Nick Valenti is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has been with OSAIC since 2018 and previously worked for Sii for 14 years. Valenti holds leadership roles in multiple financial firms, including serving as President and CEO of Platinum Wealth Solutions of Texas, LLC, and President of Michigan Financial Companies, Inc. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced portfolio construction tools and supports both discretionary and non-discretionary account management across a wide range of investment products.

Joshua Ellis is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, his work history includes roles at Michigan State University and MSU Federal Credit Union. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and investment management through collaborative, goal-oriented engagements.

Steven Schweickart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that manages the finances of individuals, families, and business owners throughout Southeastern Michigan and across the United States. Steven provides personalized wealth management strategies tailored to clients’ unique financial goals and changing market conditions. He helps clients consider factors such as risk tolerance, time horizon, and liquidity needs in developing their financial plans. Steven specializes in family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. He and his team build, implement, and review investment strategies, collaborating with specialists when clients require more complex expertise. Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor's degree from Michigan State University. Outside of his professional work, Steven is involved with the Grosse Ile Nature and Land Conservancy. His personal interests include hiking, reading, spending time with his family, playing tennis, and traveling.