Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Winkler is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. Before joining Merrill and Bank of America in 2017, he worked at Plante & Moran from 2015 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, which includes lending, custody, swaps, and derivatives services.

Sophia Fazekas is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Bonnie Anderson is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial. She previously spent 15 years at Cadaret, Grant & Co., Inc. and has operated Anderson Family Financial since 2005, offering tax preparation and accounting services alongside her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a large national network. The firm provides various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technological tools.

Scott Suomela is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Ronald Barlow is a CFP® with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He is based in Farmington Hills, MI, and holds a Series 63 license. In addition to his advisory role, he acts as a notary to facilitate client document signing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies across discretionary and non-discretionary management strategies.

Kimberly Jamieson is a financial advisor with OSAIC in Livonia, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc, Strategic Investment Advisors, Inc., and CoreCap Investments, Inc. She is the owner of Jamieson Wealth Management LLC and is involved with Golden Legacy Wealth Management in various financial planning and insurance roles. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of asset types and supports both discretionary and non-discretionary account management.

Richard Williams is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Stephen Bernardi is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America, N.A. since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Diskin is a financial advisor with Raymond James Financial in Bingham Farms, MI, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James Financial since 2010 and also has experience running his own accounting firm and business management entities. Diskin serves as treasurer for the Oxbow Lake Private Launch Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations through a range of brokerage and advisory solutions supported by firm research and an extensive affiliate network.

Anil Kapoor Jr. is a Series 66-licensed financial advisor at Merrill with 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. He serves on the National Advisor Board for The Salvation Army, a nonprofit organization. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Rory Kind is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked at Republic National Distributing Company from 2015 to 2018. He holds the Series 66 designation and is based in Canton, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Klassa is a CFP® professional with 31 years of industry experience, currently advising at Ameriprise in Novi, MI. He has been with Ameriprise and its affiliated entities since 2005. Klassa is also the owner of Life & Legacy Wealth Advisors, LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by an institutional platform.

Karin Deline is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

William Owens is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked with Raymond James and its affiliates since 1999 and currently operates Owens Wealth Management, LLC, where he serves as Branch Manager and Financial Advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client assessments and supported by a broad affiliate network.

Richard Srnec is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His career includes roles at JPMorgan Chase Bank and PNC Investments. He also has experience working at Wayne State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

John Perryman III is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch Pierce, Fenner & Smith Inc. since 2002 and at Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based, discretionary, and related investment strategies, leveraging its connection to Bank of America’s broader corporate platform.

Jodi Whitmore is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets since 2004. Whitmore holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and scenario modeling.

Douglas Dawe is a CFP®-credentialed financial advisor with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to OSAIC, he worked for Signator Investors Inc for eight years. He holds leadership roles outside of advisory work, including serving as President of the Board for St. Stephen Lutheran Church and as a board member of Family Face Ministries. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs firm-sponsored portfolio construction tools and provides access to third-party money managers and wrap programs.

Nicholas Arkwright is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.