Delores May is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 designations and 20 years of industry experience. Her prior roles include positions at Jackson National Life Insurance Company, Wells Fargo Clearing, and PNC Wealth Management. She is active in nonprofit work as a volunteer with the League of Women Voters and serves on the board of the Lake Breeze Association in Pentwater, MI. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various advisory programs.

Enmar Alayoubi is a Series 66-designated financial advisor with 14 years of industry experience. He has worked at Fisher Investments since 2022 and previously spent eight years at Fidelity, including four years with Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach, combining quantitative and qualitative research, and employs tax-aware processes and risk management techniques.

Jonathan Modiano is a financial advisor at RBC Capital Markets with 22 years of industry experience. He previously worked at UBS PaineWebber Inc. for over two decades before joining RBC in 2025 and later City National Bank in 2026. Outside of his advisory role, he owns Raise the Bar Gym LLC, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management, financial planning, and brokerage services.

Jill Mills is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Waterford Bank N.A. and Clarkston State Bank. Outside of her advisory role, she owns and operates Jill's Oven & Bakery LLC, a home bakery. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that utilizes firm-approved tools and specializes in both direct and corporate financial planning services.

Joseph Thomas is a CFA® charterholder based in Bloomfield Hills, MI, with 19 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Thomas Financial Company LLC and FSC Securities Corporation. Thomas is a partner in a retirement planning and investment services firm where he meets directly with clients to discuss financial planning. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of advisers. The firm offers a range of services such as brokerage and advisory offerings, retirement plan consulting, and access to third-party money managers, utilizing asset allocation tools and automated rebalancing to construct portfolios across a variety of investment types.

Lindsey Mason II is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Lindsey provides investment guidance and financial planning services to clients. As a Personal Investment Advisor (PIA), Lindsey specializes in personal investment strategies. Further details about Lindsey's experience, education, or personal interests are not provided.

Jarrett Broecker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the United States Property & Fiscal Office of Michigan, The Home Depot, the Michigan Army National Guard, and Fenton Township. He is based in Troy, Michigan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and advisory roles to registered investment companies and fund-of-funds.

Michael Block is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Citigroup Global Markets since 2004 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Dennis Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Innovative Financial Inc. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Innovative Financial Services, Inc. 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 range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and affiliated and third-party managers.

Laurie Orner is a CFP® professional with 26 years of experience, currently affiliated with Merrill and Bank of America. She has been with Merrill since 1999 and Bank of America since 2013. Laurie serves on the landscaping committee of a homeowners association in Troy, Michigan. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

Christopher Nauer is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses from its Global Investment Committee.

John Kulhavi is a financial advisor with Raymond James & Associates holding a Series 66 designation and 28 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. for 18 years and Wells Fargo Clearing Services for 3 years. Outside of his advisory work, he holds power of attorney for his parents in Macomb, Michigan. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.

John Ekleberry is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been licensed in the brokerage industry since 1987 and joined Merrill in 1999. John works with individuals, families, and business owners to manage investment portfolios, plan for retirement, and execute estate transfer plans. His approach emphasizes a disciplined, long-term investment strategy that aligns with clients' risk tolerance and financial objectives. John’s expertise includes college education planning, liquidity management, personal retirement planning, portfolio management services, and individual and corporate investment strategy, with a focus on fixed income securities. He holds a Bachelor of Finance degree from Michigan State University and has earned the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Personal Investment Advisor designation. John has been married to his wife, Ann, for 36 years. They have four children and five grandchildren. Outside of work, he enjoys reading, walking, golfing, spending time with his family, and traveling. He and his family also enjoy time at their cottage up north.

Daniel Friedel is a Series 66-licensed financial advisor with Equitable Advisors, based in Troy, MI, and has two years of industry experience. His prior work includes roles at Bosch, Wayne State University, Ferrante Manufacturing, and the University of Detroit Jesuit High School. He is also involved with Great Time Party Rental. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party advisory models and provides fiduciary services through credentialed representatives.

Scott Rentz is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various divisions of Fidelity since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Thomas Shook is a Financial Consultant I currently working at Fidelity. He has been with Fidelity since 2021, serving in roles including Investment Management Consultant and Planning Consultant before his current position that began in 2025. Prior to joining Fidelity, Thomas worked at Morgan Stanley and E*TRADE by Morgan Stanley as a Financial Advisor and Financial Consultant, respectively, from 2018 to 2021. Thomas takes a relationship-centered approach to financial consulting, focusing on helping clients navigate financial decisions with confidence and clarity. His professional experience spans investment management and financial planning, supporting clients through various stages of their financial journey. Outside of his professional work, Thomas has personal interests in golf and traveling.

Ryan Faris is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise since 2019 and previously spent a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports advisors in delivering tailored retirement plans.

Jeffrey A. Cohen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry. He holds a bachelor's degree from the University of Michigan, where he was a three-year letterman and competed in two Rose Bowls and one Sugar Bowl under Coach Bo Schembechler. In 2004, Cohen was inducted into the Michigan Jewish Sports Hall of Fame. Cohen specializes in wealth management for high-net-worth individuals and families, corporations, endowments, and foundations. He works closely with clients to develop and maintain investment plans aligned with their personal and financial objectives. His areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, and services tailored to women and wealth, non-profits, and corporate investment strategies. He holds the Personal Investment Advisor (PIA) designation and is affiliated with professional organizations such as the Michigan Jewish Sports Foundation and the University of Michigan Club of Greater Detroit.

Mara Shiffman is a Financial Consultant currently working at Fidelity Investments since 2024. She has an extensive background in financial services, having held roles such as Investment Consultant at Fidelity Investments from 2021 to 2024 and Wealth Advisor at Schechter Wealth from 2020 to 2021. Her experience also includes positions as a Credit Analyst at TCF National Bank, Vice President and Institutional Consultant at Boyd Watterson Asset Management, Client Advisor at JPMorgan Asset Management, Institutional Consultant at Morningstar, and Wealth Advisor at New England Financial. In her role as a Financial Consultant, Mara partners with clients to create personalized financial plans that address their specific goals and life circumstances. Her work encompasses comprehensive financial planning including tax-efficient investment strategies, retirement income planning, insurance solutions, and wealth-transfer strategies. She takes a collaborative and client-focused approach to assist individuals in making informed financial decisions throughout different stages of life.

Amanda Bell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 12 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.