Mark Schneider is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Schneider manages his advisory business through The Schneider Group, an entity affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Olivia Hartline is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Staub Financial. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios and fund advisory services.

Alicia Crafts is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to develop customized financial plans tailored to their goals and preferences. She emphasizes collaboration and a holistic approach to financial planning aimed at providing flexibility and peace of mind. Alicia has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held various positions at TCF Bank from 2016 to 2020, including Assistant Branch Manager and Branch Supervisor. She began her banking career as a Branch Teller at both CCF Bank and TCF Bank. Outside of her professional work, Alicia enjoys bowling, family activities, parenthood, and reading.

Christopher Walker is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He partners closely with clients to develop financial plans tailored to their individual goals and circumstances, utilizing Fidelity's technology and platform to simplify complex financial planning. Christopher's professional experience spans over a decade and a half in the financial services industry. Prior to joining Fidelity, he served as Vice President, Financial Advisor at Huntington Financial Advisors from 2013 to 2024. Earlier in his career, from 2007 to 2013, he was a Licensed Insurance Sales Representative with State Farm Insurance. Outside of his professional work, Christopher has personal interests that include cars, family activities, and golf.

John Macdonell is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at William Street, LLC from 2012 to 2020. He has concurrent experience with JPMorgan Chase Bank, N.A. dating back to 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research and offers written asset allocation advice, investment manager searches, and customized performance reporting.

John Dulude is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Crown Capital Securities, LP for 13 years before joining LPL Financial in 2024. Outside of advising, he is engaged in tax preparation as a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio programs and third-party asset managers, supported by advisor tools and a broad platform that includes insurance and banking partnerships.

Brian Repovz is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its related entities since 2019 and previously at Summit Financial Group and Summit Brokerage Services. Outside of his advisory role, he is also involved in selling fixed insurance products, including life, health, and disability insurance. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and program structures.

Michele Dimovski is a Series 66-licensed financial advisor with UBS Financial Services in Plymouth, MI, where she has worked since 2007, totaling 17 years of industry experience. Outside of her advisory role, she has engaged in food delivery as a side job. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Nicholas Conner is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. In addition to his advisory role, he owns Meadowbrook Holdings LLC, which holds a private aircraft. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Jonathan Harris is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including Questar Asset Management, Woodbury Financial Services, Clear Strategy Financial, and OSAIC. Outside of his advisory role, he is involved in managing real estate ventures and owns Clear Strategy Retirement Group, which offers fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a broad range of financial planning and investment management services, including model portfolios and third-party asset management. The firm supports advisors with technology and offers various financial and credit products alongside its advisory services.

Gerald Fenby is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® designation and Series 63 license, with 57 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and has also operated Fenby-Stein Inc. since 1982. Outside of his advisory work, he is the owner and president of Fenby Stein Entertainment, a company that books entertainment and musicians. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and offers a range of account implementation platforms and proprietary model strategies.

Cheri Watson is a Planning Consultant at Fidelity Investments, where she assists clients in navigating the company's resources through guidance, education, and planning support aligned with their financial goals. She focuses on delivering clear information to help clients understand their options. Cheri has been with Fidelity Investments since 2021, previously serving as a Central Relationship Manager from 2021 to 2024 and as a Relationship Manager from 2024 to 2026 before assuming her current role. She holds an Arkansas Insurance License.

Hugh Blake Thomas is a financial advisor with LPL Financial based in Brighton, MI. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Citizens Securities, TIAA, Ameriprise, Wells Fargo Clearing, UBS Financial Services, Natcity Investments, and Comerica Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Derek Du Bois is a Series 66-licensed financial advisor with Raymond James Financial, based in Northville, MI, and has four years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc. and Smith and Associates (Ameriprise Financial). He has been involved as an advisor in training with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers customized, non-discretionary planning and consulting supported by risk profiling and analytical tools, and maintains unique municipal advisory capabilities and specialized programs for employer retirement plans.

Ryan Slater is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 8 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously worked at Siemens Healthcare from 2006 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Neil Singal is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1996, dedicating his career to serving clients in the financial services industry. Neil focuses on personal retirement planning, philanthropic planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Neil provides wealth management services primarily to business owners, attorneys, physicians, CPAs, non-profit organizations, and executives from the automotive, manufacturing, and banking sectors. His approach is attentive and disciplined, designed to help clients prepare for key transitions, including retirement and legacy planning. He works closely with clients and their families, often engaging children to provide financial education and discuss intergenerational wealth strategies. Neil graduated from Wayne State University with a Bachelor's degree in Finance. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Neil enjoys spending time with his wife, Shani, and their four children, cycling, and playing golf. He is involved with organizations such as the Detroit Chessed Project, Hebrew Benevolent Society, Wolverine Sports Club - Cycling, and Yeshiva Beth Yehudah.

Erik Talmage is a financial advisor with Charles Schwab possessing eight years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co., and Ameriprise Financial Services. Outside of finance, he has been involved with organizations related to athletics and movement, including TDC Athletics and Rohnert Park Gymnastics. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Brian Dover is a CFP® professional with 25 years of experience in the financial industry. He has worked at Edward Jones since 2020 and was previously with Raymond James & Associates for 11 years. Dover holds Series 63 and Series 65 licenses and is based in Plymouth, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Jennifer Jennings is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on managing the wealth and finances of affluent families, women in transition, executives, closely held businesses, retirees, and entrepreneurs. Jennifer offers personalized financial advice and disciplined investment management to help clients pursue their financial goals and aspirations. Throughout her career, Jennifer has developed expertise in areas such as college education planning, family wealth management strategies, employee financial health, liquidity management, personal retirement planning, socially responsible and ESG investing, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Divorce Financial Analyst® designation. Jennifer also serves as a Personal Investment Advisor (PIA). Jennifer earned her bachelor's degree from Northwestern University, where she was a varsity field hockey player and served as co-captain. Born in Northern California, she currently resides in Birmingham, Michigan. She contributes to her community through volunteer opportunities with ChildSafe and the Judson Center, organizations focused on serving underprivileged children.

Sam Schmondiuk is a Financial Consultant at Fidelity Investments, where he has held various roles since 2022. His career at Fidelity began as a Financial Representative, followed by positions as a Relationship Manager and Planning Consultant before assuming his current consultant role in 2026. Prior to that, he worked as a Client Services Associate at Ameriprise Financial from 2021 to 2022. Sam focuses on building partnerships with clients and their families to develop and implement comprehensive financial plans. He emphasizes reliability and a holistic approach to assisting clients in achieving their long-term financial goals and preparing for both planned and unplanned life events. Outside of his professional work, Sam enjoys fitness, football, golf, music, and social events with friends. He also has an interest in exploring food.