Terry George is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 31 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, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Justin Riley is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior experience includes two years at Raymond James & Associates before joining various Fidelity affiliates in 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers model portfolios developed through systematic methodologies and long-term asset allocation strategies.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

William Ashwell is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. Based in Rochester, MI, he also holds Series 63 and Series 66 licenses. Ashwell is involved in the sale of fixed insurance products, including life and annuity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Walton is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ridgedale Financial Advisors since 2012. Outside of his advisory role, he operates Ronald Walton Doterra Oils, a business focused on selling and organizing sales of pure therapeutic oils. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Matthew Boley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. He holds Series 65 and Series 63 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and special-needs analysis.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

Alex Nader is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Ameriprise Financial Services, LLC, Comerica Securities, Inc., and Jag Trading, LLC. Outside of his role at Morgan Stanley, he manages an advisory business through Comerica Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.

Jason Drumheller is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Travis Smith and Waddell & Reed, Inc. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent tenure with AXA Advisors, LLC through 2020. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Theodora Obilo is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the Hamilton Group in 2014 and advanced through various roles before becoming a Wealth Management Advisor in 2022. She has over fifteen years of experience in the financial industry, including a ten-year tenure with JPMorgan in the private wealth space. Theo holds several professional designations including the CERTIFIED FINANCIAL PLANNER® certification, the Chartered SRI Counselor™ designation focused on Impact investing and Environmental Social Governance (ESG) investing, and is a Personal Investment Advisor. She earned both her Bachelor of Business Administration and Master of Finance degrees from Walsh College of Accountancy and Business. Her expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and socially responsible, values-based investing. Outside of her professional work, Theo resides in South Lyon, Michigan, with her husband and twin girls. She enjoys traveling with her family, exploring new cultures, and maintaining an active lifestyle. She is involved with community organizations including the Children's Foundation, Habitat for Humanity, Red Cross, and Susan G Komen. Theo is also a member of professional organizations such as the Bank of America Inter-Generational Network as a Generational Ambassador and the CFP Board.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Debbie O'parka is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2013. Merrill, in partnership with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Hunter Washington is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Independent contractor work with Berkshire Hathaway. Outside of advisory services, he presents at White Glove Workshops, a seminar marketing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.

Michael Reed is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for ten years at E&J Gallo Winery. He is the president of a local business networking group in Clarkston, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. 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, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held since 2015. She works closely with a team of advisors and client associates to provide clients in the Southeast Michigan area with comprehensive wealth management services. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income planning. Rhylie holds a Bachelor's Degree from Michigan State University and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). She is committed to delivering personalized financial strategies tailored to each client's long-term goals. Outside of her professional responsibilities, Rhylie is involved in community service through Big Brothers Big Sisters and enjoys spending time with her family. Her personal interests include cooking, gardening, pottery, reading, tennis, traveling, and watching movies.