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.

Renee Mietelski is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2011. She has been with Fidelity Investments for 27 years, serving in various roles including Financial Consultant, Investments Consultant, Client Service Specialist, and Senior Tax Customer Service Specialist, among others. Throughout her career, Renee has focused on building relationships with clients to understand their financial goals, preferences, and concerns. Her extensive experience at Fidelity spans from retirement representation to financial consulting, allowing her to create comprehensive financial plans aimed at providing clients with peace of mind and supporting the lifestyles they aspire to maintain. Renee's approach emphasizes collaboration with clients to tailor strategies that align with their individual needs. Outside of her professional responsibilities, Renee enjoys beach activities, family time, fitness, social events with friends, music, and parenthood.

Daniel Accardo is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he collaborates with families to develop comprehensive financial plans using Fidelity's innovative planning tools and investment strategies. He focuses on creating financial plans that align with the goals important to each family. Daniel has been with Fidelity Investments since 2007 and has held various roles including Financial Representative, Investment Representative, Retirement Solutions Representative, Retirement Relationship Manager, Financial Consultant, Vice President, Wealth Planner, and currently Vice President, Private Wealth Management Advisor. His extensive experience encompasses wealth planning, retirement solutions, and investment advisory services. Outside of his professional work, Daniel has interests in cars, family activities, football, golf, movies, and traveling.

Michael Conti is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. His prior experience includes seven years at Bank of America and Merrill. He is based in Novi, Michigan. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Eric Ciokajlo is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Troy Vanden Bosch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple Raymond James entities since 2013 and operates VandenBosch Capital Management as an independent business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools, supports municipal and public-finance work, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Ali Fayad is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience serving families, executives, and retirees in Michigan. He specializes in retirement planning, portfolio management, and long-term wealth preservation, focusing on guiding clients through retirement readiness, portfolio optimization, and family wealth management strategies. Ali began his career as a credit and equity analyst before joining Merrill Lynch, where he has held roles including Senior Vice President and Wealth Management Advisor. He holds a bachelor's degree in Finance from the University of Michigan and maintains series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He has shared his expertise as a featured speaker on retirement planning strategies at the SAEA 2024 Conference in Metro Detroit. Born in Beirut, Lebanon, Ali resides in Dearborn, Michigan with his wife Maha and their four children. He has been active in the community, previously serving as co-chairman for the American Arab Professional Network (AAPN). Outside of work, Ali enjoys golfing, coaching his daughter's soccer team, and spending time with his family.

Sohan Sarkar is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his current role, he works with clients to develop personalized financial strategies that align with their unique priorities and goals. His approach involves understanding individual circumstances to provide tailored advice on investing, retirement planning, and saving for unforeseen events. Sarkar holds the designation of Personal Investment Advisor (PIA). He earned a High School Diploma from Troy High School and attended the University of Illinois System without conferring a degree. He emphasizes building relationships with clients to uncover what matters most to them and help pursue their financial objectives over time.

David Sarotte is a financial advisor with Ameriprise in Royal Oak, MI, holding a Series 66 designation and 16 years of industry experience. He has been associated with Neal, Furlotte & Associates since 2005. Outside of his advisory role, he is involved with Furlotte Consulting Group, LLC, which supports the administrative aspects of his financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support diversification and modern portfolio theory in its investment approach.

Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a Green Committee Member at Meadowbrook Country Club. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Austin Caryl is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential. He has one year of experience in the financial industry, with prior roles at University Bank and in sports and events management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management and advisory solutions tailored to client objectives.

Terri Mclaughlin is a financial advisor at Cetera with 29 years of industry experience. She holds Series 65 and Series 63 licenses and has been involved with Cetera Financial Specialists LLC since 2001. In addition to her advisory role, she is engaged in tax preparation services through Ark Tax Service, where she serves as a client liaison. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to a range of investment strategies and program options.

Corey Schepper is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. from 2013 to 2020. Outside of his advisory role, he operates Schepper Financial, Inc., a legal entity established to manage his Ameriprise franchise. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with its financial advisors.

Melissa Profitt is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She previously worked at Comerica Securities for over three decades and spent several years at Ameriprise before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management strategies supported by proprietary research and model manager options.

William Fay is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and having 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Waddell & Reed, Inc, as well as involvement with various insurance carriers. He is also a co-owner of Fay-Hilbert Resort, LLC, a family-owned entity established for estate planning and liability purposes. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Roosevelt Grayson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2014. 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, financial planning services, and utilizes both discretionary and non-discretionary management supported by research and third-party subadvisors.

Samantha Wilker is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads and manages a team of financial professionals dedicated to helping clients achieve their personal financial goals. Prior to this, she served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023. Her experience in the financial industry spans over a decade, including her time as a Financial Consultant at Fidelity Investments from 2017 to 2021 and as a Senior Financial Advisor at Merrill Lynch from 2011 to 2017. This background reflects her extensive experience in financial advising and leadership within prominent financial institutions.

Gary Penn is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Summit Financial Group Inc and Cetera Wealth Services, LLC. He is also involved with Penn Financial LLC, where he performs financial advisory activities. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform and a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm supports over 10,000 advisors and manages more than $256 billion in assets.