Christine Bombard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and is also involved in tax preparation and accounting services through Bultynck & Co., PLLC, a CPA firm she has been associated with since 1990. Additionally, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform that supports customized investment solutions across various program structures and custodial relationships.

Sylvia Salloum is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2011, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2023. Prior to joining Fidelity, she worked as a Personal Banker at J.P. Morgan Chase from 2003 to 2008. Throughout her career, Sylvia has focused on building meaningful and lasting relationships with clients and their families to assist in pursuing their financial goals. She employs a team-based approach at Fidelity to provide comprehensive planning tailored to clients' unique needs and preferences. Together with her clients, she co-creates and maintains investment strategies aimed at providing peace of mind. Outside of her professional work, Sylvia's personal interests include family activities, food, social events with friends, parenthood, puzzles, and traveling.

Joseph Samples III is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors, among others. Outside of his advisory work, he is a part owner of a non-medical in-home care franchise, serves as a trustee and associate minister at his church, and is also an author. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Scott Hendrie is a financial advisor with Ameriprise in Allen Park, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Brandon Weatherford is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at Fidelity Investments, Flagstar, Infinex Investments, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and model portfolios built from mutual funds, ETFs, and ETPs.

James Vanek is a financial advisor with Equitable Advisors in Troy, Michigan, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2016 and previously with Axa Advisors, LLC from 2016 to 2020. Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs and third-party asset managers, focusing on tailored investment solutions based on client risk tolerance and personal information.

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 based in Troy, MI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Thomas has worked at Royal Alliance Associates, Inc. and operates Thomas Financial Group. He is also involved in life, accident, and health insurance and fixed annuity business activities, and participates in a private securities transaction with AdvisorShare. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various investment strategies and custodial arrangements.

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, MI. He holds the Series 66 designation and has worked in the financial services industry since 2024, including a prior role at Jeff Poosch Financial Services/Prospera Financial Services, Inc. Before entering finance, he operated a landscaping business for eight years. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and sponsored advisory platforms for many investment solutions.

Nastashia Young is a financial advisor at LPL Enterprise LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she is involved as an author with Zinnia Multimedia and Marketing. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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, holding a Series 66 designation and five years of industry experience. She has prior experience at Merrill and Victory Home Loans. In addition to her advisory role, she supports Shane Brown as an associate at S.R. Brown LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique capabilities in municipal and public finance advisory services.

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.

Michael Yee is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Ameriprise since 2009, serving in various capacities over more than a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, delivering written recommendation reports and ongoing advice related to income sources, withdrawal strategies, and Social Security options.

Joseph Panfil is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including 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 LPL activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to asset managers, and affiliated trust and insurance services.

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.