James Vanek is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory work, Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Eric Zimmerman is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of advising, he owns Zimco Management, Inc., which is used for tax and payroll purposes, and works as a sales representative for Vector Marketing on a limited basis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated tools with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Shannon Psotka is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Tyler Thurston is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Banker at Flagstar Bank from 2019 to 2021. Throughout his career in the financial industry, Tyler has developed experience in building trust and rapport with clients to identify their priorities and collaborate on financial plans aimed at achieving their goals. Tyler's approach centers on understanding what is important to his clients to co-create effective financial strategies. Outside of his professional work, he has interests in fitness, social events, golf, outdoor adventures, running, and soccer.

Scott Thomas is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Royal Alliance Associates, INC. and operated Thomas Financial Group since 2009. Thomas is involved in life, accident, and health insurance and fixed annuity business, as well as participating in a private securities transaction with AdvisorShare. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and risk assessment methods to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Yvette Wicker is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Daniel Zweng is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 license and has one year of industry experience. His prior work includes roles at Jeff Poosch Financial Services/Prospera Financial Services and running a landscaping business for eight years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Nastashia Young is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses, and has one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is an author with Zinnia Multimedia and Marketing and is involved in mortgage and real estate services through Zinnia Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with other financial products.

Jacob Bultynck is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Advisors, Cetera ADVISORS LLC, and his own firm, Bultynck & Co., P.L.L.C. Outside of financial advising, he has been involved with entrepreneurial ventures such as TwentyMilligrams LLC and previously with Pure Roots and Icon Valet. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Sarah Mulrenin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. She previously worked at Merrill and is currently involved with S.R. Brown LLC, where she supports financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advice supported by advanced analytical tools.

Nikolas Highducheck is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in retail and education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated accounts.

Joseph Panfil is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his work at LPL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products within an integrated platform.

Zuberi Thomas is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2002. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allen Rosin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1979 and currently assists clients by helping them build wealth management strategies tailored to their individual needs. Allen emphasizes a comprehensive approach to managing wealth, focusing on listening to clients and supporting informed decision-making throughout the development of their financial strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Allen earned a Bachelor's Degree from Michigan State University. His approach includes offering contrarian fixed income portfolio management through the Merrill One Investment Advisory Program.

Salvatore Finazzo is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase entities since 2015. He is also a partial owner of Matanaka LLC, an investment property business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mark Napolitano is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held his position at Raymond James since 2003. He holds Series 63 and Series 65 credentials. 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 municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Dinesh Chawla is affiliated with LPL Enterprise and holds a Series 66 designation. He has extensive experience in legal services through his role at Chawla Legal Group, PLC, where he has worked since 2018, and previously provided compliance consulting at Gemini Compliance Strategies from 2015 to 2022. He also serves as a Notary Public. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to brokerage and insurance products through an integrated platform.

Joseph Ghanem is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he holds interests in several investment-related businesses focused on real estate management and serves as president of a medical center condominium association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Ryan Mackinder is a Series 66-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2015. In addition to his advisory role, he is involved with Capstone Tax Services, LLC, where he provides tax preparation and related services as an enrolled agent and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Amy Roberts is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior work includes 24 years at Comerica Securities and three years at Ameriprise. Outside of advisory work, she is involved in independent insurance brokering. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven investment strategies.