Thomas Boogren is a financial advisor with Raymond James Financial in Troy, MI, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Commonwealth Financial Network and Hinkson Wealth Management, where he served as a licensed wealth manager handling advisory and consulting services. Outside of finance, he has experience managing a landscaping business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored strategies supported by firm research and various implementation options.

Alexander Sesi is a financial advisor with J.P. Morgan Securities in Shelby Township, MI, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to his current role, he worked at Amazon and operated a business called Vegas Party Shoppe for over a decade. Outside of his advisory work, he is an owner and partner of RD Capital Group, LLC, a real estate venture focused on property acquisition and sales. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Kyle Hecht is a financial advisor with Charles Schwab in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Michigan Educational Credit Union, LPL Financial, TD Ameritrade, and E*TRADE. Outside of advisory work, Hecht and his wife are involved in passive real estate investments and serve on their homeowners association board. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Andrea Gibson is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 66, Series 63, and Series 65 designations and has worked at Primerica Advisors since 2021. Prior to this, she was employed at ITC Holdings for 10 years. Gibson also operates Gibson Financial Group LLC, an investment-related business affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Cambridge Investment Research Advisors and SPC, among other firms. He serves as a board member of the Philippine Chamber of Commerce and is involved in independent insurance through Mojares Capital Management LLC and Mojares Insurance Group, LLC. 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 retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He volunteers with the Finseca Foundation, supporting their research and educational initiatives. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Joe Cattaneo is a Planning Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026, and at Gregory J. Schwartz & Co. from 2017 to 2024. Joe approaches financial planning as a partnership, focusing on understanding what matters most to each client and maintaining open and collaborative communication. He works to co-create financial plans that are personal, clear, and built on trust. Outside of work, Joe enjoys boating, fitness, social events with friends, movies, and parenthood.

Melissa Johnson is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she manages an advisory business through Bedrock Acquisitions LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Chad Blackstone is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Advisors LLC and Rocket Mortgage/Quicken Loans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Andrew Tomlinson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at American Portfolios for 16 years and has operated his own advisory services since 2003. Tomlinson also provides insurance and fixed annuities services through PPS Advisors, Inc. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across multiple investment types.

Brendan Byrne is a financial advisor with Edward Jones in Sterling Heights, Michigan, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Wilson Chevrolet Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Bradley Batur is a financial advisor with Morgan Stanley based in Rochester, MI, holding Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by proprietary tools and market simulations.

Wendy Wilson is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has been associated with Raymond James Financial Services Advisors, Inc. since 2010. In addition to her advisory role, she is a branch owner at Southworth & Wilson, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non‑discretionary investment consulting, and access to a range of managed account programs, emphasizing advisory and implementation support over discretionary management.

Mark Lundquist is a CFP® and Series 66-registered financial advisor with Edward Jones, based in New Baltimore, MI. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Madison Scarpelli is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, Hantz Group, University of Michigan, Black Rock, Mott Community College, and Brick Street. Outside of her advisory role, she is a notary and involved in a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Matt Tallman is a Financial Consultant at Fidelity Investments. He has over 10 years of experience in banking, investments, financial, and wealth planning. His role involves assisting clients and their families with retirement planning, investment strategy, and general investing to help pursue their financial goals. Before joining Fidelity Investments in 2021, Matt worked as a Financial Solutions Advisor at Bank of America Merrill from 2017 to 2021. Prior to that, he held positions as an Investment Consultant at Scottrade from 2015 to 2017 and as a Personal Banker - Small Business Specialist at JPMorgan Chase from 2013 to 2015. He was born and raised in Michigan. Outside of his professional work, Matt has personal interests that include board games, fitness, golf, outdoor adventures, pets, and traveling.

Bishnu Dhar is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliated entities since 2016. Dhar is based in Troy, MI. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Demark is a financial advisor with Ameriprise in Washington, Michigan, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Ameriprise in 2019. Outside of advising, he is president and owner of Demark LLC, which manages business expenses and generates income unrelated to investments. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Brady is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee or co-trustee in a trust based in Rochester Hills, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery and firm-approved tools.

Alan Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Cetera Advisors. He serves on the Board of Directors for the Rochester Rotary as Assistant Treasurer and is Vice President of the Irish Network Detroit. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized recommendation reports, leveraging proprietary research and third-party data.