Steven Stillwater is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses structured discovery and firm-approved tools to model potential outcomes.

David Koki is a financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. In addition to his advisory role, he is the owner and partner of Koki Real Estate LLC, a business focused on purchasing and remodeling residential and commercial properties for resale or lease. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, and may include ESG considerations.

Jerome Kulczycki is a financial advisor with Ameriprise in Troy, MI, holding CFP®, ChFC®, and Series 66 designations. He has 22 years of industry experience, including 20 years at Thrivent Financial for Lutherans and Thrivent Investment Management before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to deliver tailored retirement-income advice, primarily for clients with Ameriprise-managed accounts.

Thomas Vermeulen is a financial advisor with LPL Financial based in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with TEVCO Financial Services, an entity related to his LPL business, and prepares income tax returns. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad 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 advanced operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Zeina Robinson is a financial advisor with Ameriprise in Royal Oak, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Thomas is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. Before joining Fidelity, he worked at JPMorgan Chase from 2022 to 2025 and has experience with YMCA Camp Nissokone in non-advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies with a formal advisory role.

Dawn Myers is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Outside of her advisory role, she serves as a power of attorney and representative payee for her son. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than 14,000 financial advisors and manages approximately $671 billion in assets.

Andrzej Mendela is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has worked with the firm and its predecessors since 2012, including roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Mendela holds Series 63 and Series 66 registrations and is based in Troy, MI. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools to provide diversified portfolios with a long-term orientation.

Daniel Bolda is a CFP® professional with 40 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Michigan Pension and Financial Inc. and Commonwealth Financial Network. He is also the owner of Michigan Pension & Financial Inc., where he operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to proprietary model strategies as well as third-party advisers.

Maria Bongiovanni is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aurora Securities and Concorde Investment Services, LLC. Outside of her advisory role, she serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting various managed portfolio options and third-party managers.

Nisreen Kallabat Byrne is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Byrne is also a partial owner and silent partner in Crown Office Building, LLC, a commercial office space entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Tarah Thompson is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, she worked at Whirlpool Corporation for seven years and studied at Michigan State University. Outside of finance, she teaches group fitness classes at Life Time Fitness. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Sara Rabideau is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2002. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he serves on the executive committee of The Parade Company, where he contributes to idea generation for new sponsors and advertising and helps organize the Thanksgiving Day Parade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Anthony Bossuyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and at Equitas America, LLC for one year. Bossuyt is based in Warren, MI. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Riga is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Cortney Cook is a financial advisor at Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with Robert W. Baird & Co. since 2016. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a comprehensive range of financial planning, portfolio management, and advisory services, supported by internal research and tools including artificial intelligence.

Isabella Messer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities since 2018 and has been affiliated with JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG frameworks to build tailored model asset allocations.

Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Paul Geyman is a Series 66 licensed advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. He also engages in non-variable insurance activities through Prudential-sponsored products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.