Nu Tran is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise, he spent over 30 years at Ford Motor Credit Company. He also provides consulting services related to captive auto financing and supports financial advising activities through Furlotte Consulting Group. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeremy Witkowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JP Morgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Robert Hendrian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Robert provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert earned his bachelor's degree from Wayne State University. Committed to community involvement, Robert follows Merrill’s tradition of participation and dedicates time volunteering with local organizations. His approach centers on working one-on-one with clients to pursue their long-term financial goals.

Allison Klein is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America since 2018. Outside of her advisory role, she serves on the advisory board and finance committee of Jewish Senior Life, a charitable organization focused on senior care. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Markey is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Listrak, Graham Media Group, and Valassis. In addition to his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, managing over $256 billion in assets and supporting more than 10,000 advisors nationwide.

Jamilah Brown is a financial advisor with LPL Enterprise LLC based in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research, Inc. Brown is also involved in non-variable insurance activities outside of her advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates adviser programs with insurance products and lending services through its affiliated entities.

Jennifer Kreutzer is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at LPL Financial since 2014. She is based in Walled Lake, MI, and has been involved with CLEARPATH FINANCIAL GROUP, an investment-related business associated with her LPL activities. LPL Financial is a national investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary management, access to model portfolios and research, and a range of investment and technology solutions.

Daniel Welch is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been affiliated with LPL Financial since 2021 and has managed his own advisory and investment businesses since the late 1990s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Denise Dunn is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 26 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 1994 and leads Dunn Financial Services Corp., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supporting client implementation through advisory programs or other providers.

Thaddeus Bienko III is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, E*TRADE Capital Management, TD Ameritrade, and Merrill Lynch. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Megan Barjon is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Clearing and BMO Harris Bank N.A. Before joining Morgan Stanley in 2020, she spent three years at Wells Fargo and one year at BMO Harris Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Brenda Dock is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. 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 and profit-sharing plans, corporations, and charitable organizations.

Hunter Fritts is a financial advisor at Osaic Wealth Inc. with a Series 65 credential and one year of industry experience. His prior roles include positions at Clear Strategy, Huntington Bank, Daniel's Glass, Crystal Glass, and Cosmopolitan Wallcovering. Osaic Wealth Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment vehicles and third-party platforms, and supports both discretionary and non-discretionary account management.

Tinamarie Stock is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, supported by LPL Research and third-party subadvisors.

Christine Varvatos is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.

Matthew Woryn is a financial advisor with Edelman Financial Engines in Northville, MI, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Nicholas Sarnacki is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 11 years. He also provides financial services through Horizon Advisers, where he conducts CPA-related activities alongside investment advisory services. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Scott Mazius is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His career includes long-term roles with First Allied Advisory Services and FSC Securities Corporation. Outside of advising, he is a finance committee member for the nonprofit Repair the World and serves as a board trustee for Walnut Lake Estates Sub HOA. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Stefan Lightfoot is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. He works closely with clients to understand their unique financial goals and develop tailored strategies to pursue their short-, mid-, and long-term objectives. Stefan provides guidance on a range of financial matters, including investing, retirement planning, liquidity management, and education planning. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Stefan focuses on areas such as college education planning, managing new wealth, personal retirement planning, retirement income, and small business strategies. He emphasizes ongoing advice and portfolio adjustments to align with clients' evolving needs and priorities. Stefan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. In addition to his professional work, Stefan is involved with Michigan DECA, reflecting his engagement in community activities related to leadership and business education.