Gianna Cuda is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with LPL Financial since 2010. She operates out of Bingham Farms, MI. In addition to her advisory role, she dedicates time to Future Benefits Corporation, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Amanda Pokrefky is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing three years of industry experience. Her background includes roles in education and small business ownership. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and provides financial planning and consulting services supported by a wide range of portfolio management strategies.

Evan Mackavich is a financial advisor at Osaic with a Series 66 credential and less than one year of industry experience. His background includes roles at Michigan Financial Companies and various positions outside finance, including involvement in the food and construction industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a large-scale platform supported by a complex affiliate network and private-equity ownership.

Michael Ralston is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Intern to Financial Representative, Investment Consultant, and Planning Consultant before his current role. Michael partners with clients to understand their financial objectives and develop customized plans tailored to their unique needs. He emphasizes building strong relationships with families based on trust, reliability, and consistent communication.

Casey Sage is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2021, Sage worked for Walled Lake Consolidated Schools for 13 years. Outside of advising, Sage serves as Community Relations Director for The Alexander Foundation, a charity supporting families of children with craniofacial diseases, and previously held a senior role in an online activewear business. 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, institutional clients, and municipal entities, offering tailored financial planning and consulting with a range of investment strategies and municipal advisory services.

Brandon Hughes is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. He has held roles at Michigan Pension & Financial, Inc. and Cambridge Investment Research, Inc. Prior to his advisory career, he worked at Slippery Rock University and Westinghouse Electric Company. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Keaton Hirsch is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Capstone Partners. Hirsch has also been affiliated with Charles Schwab Bank and Charles Schwab since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Akiko Cox is a financial advisor with Osaic and holds a Series 66 credential. She has 10 years of industry experience, including roles at Royal Alliance Associates, Inc., where she has worked since 2018, and SII from 2016 to 2018. Cox is a member of the Japanese Business Society of Detroit. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, advisor-managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Judith Hernandez is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with LPL Financial and has worked at several firms including The Financial Planning Group, Commonwealth Financial Network, and Cadaret Grant & Co., Inc. Outside of her advisory work, Hernandez is also a fitness instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and a variety of investment strategies, backed by extensive operational and research tools.

Christina Mick is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to her advisory role, she manages office operations and client support for Dunleavy Wealth Management as a sole proprietor. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various platforms. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with a range of investment strategies and third-party manager options.

David Long Jr. is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Farmington Hills, MI. He has 20 years of industry experience, including roles at Merrill from 2006 to 2009 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Thomas Warner is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Equitable Advisors, LLC, AXA Advisors, LLC, and InvestWise Wealth Management, INC., where he cultivated client relationships and offered advisory services through Caitlin John, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive technology and a network of more than 22,800 advisors.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2009, with a two-year period at Invest Financial Corporation from 2016 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios, third-party subadvisors, and customized approaches.

Lisa Madill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with JPMS since 2006 and also has experience with J.P. Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market framework.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

John Kokubo is a CFA® charterholder with 39 years of industry experience. He is currently with Wells Fargo Advisors, having joined in 2025 after a combined 16 years at Morgan Stanley Smith Barney LLC and 10 years at Morgan Stanley Private Bank, N.A. He is also the principal owner of a private wealth management firm. 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 services and integrates advisory offerings with other financial products and referral channels.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in insurance agency work and business development for an insurance group focusing on life insurance and employee benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.