Jack Mooradian Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and planning tools to support client outcomes.

Julie Emery is a financial advisor with J.P. Morgan Securities in Novi, Michigan, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she has been involved with the St. Vincent de Paul - St. Kenneth Conference from 2022 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Yaekle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Comcast and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in commodity pool operations, advisory services to registered investment companies, and the application of algorithmic methods and AI in portfolio management.

Daniel Nickodemus is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. He is based in Plymouth, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves in several nonprofit and community positions, including Treasurer of Historic Trinity Lutheran Church and board member roles with related organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Julia Rahman is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management and Ulta Beauty. Rahman has also been involved with the Michigan State University Multicultural Business Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

Samson Maxbauer is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Maxbauer is involved in a non-investment business entity, S.A.M. Advisory LLC. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Nicole Norris is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She guides clients through comprehensive wealth management strategies that begin with understanding their financial goals. Utilizing the investment insights of Merrill and the banking services of Bank of America, she assists clients in addressing various aspects of their financial lives. Nicole began her career at Merrill in 1993 after earning a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a qualified Portfolio Manager who can manage personalized strategies on a discretionary basis. In addition to her professional pursuits, Nicole is actively involved in the community, volunteering with organizations such as the Girl Scouts of Southeast Michigan. Her personal interests include antiquing, bowling, cooking, gardening, genealogy, pickleball, skiing, spending time with her family, tennis, and traveling.

Jack Chartier is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. Prior to joining the firm, his work history includes roles at Skymint Brands and various positions in retail and hospitality. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Shannon Lipp is a Financial Consultant currently working at Fidelity Investments. In this role, Shannon partners with clients and their families to understand their financial goals, develop comprehensive financial plans, and provide guidance in creating personalized investment strategies. Shannon has been with Fidelity Investments since 2021, initially serving as a Central Relationship Manager before transitioning to the role of Financial Consultant in 2022. Prior to joining Fidelity, Shannon worked as a Financial Consultant at HD Vest from 2015 to 2019.

Jake Cain is an Investment Consultant currently working with Fidelity Investments since 2025. He collaborates with clients to develop personalized financial plans tailored to their individual goals. Prior to his current role, he was a Financial Advisor at UBS from 2022 to 2025. Jake focuses on building strong client relationships by simplifying complex financial decisions and demonstrating dedication to his clients' financial well-being. Outside of his professional career, he has interests in baseball, football, and golf.

Angelique Ames is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. She has worked with Morgan Stanley & Co., Incorporated since 2007, including its Smith Barney division since 2009. 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 structured planning tools and committee-reviewed investment models as part of its financial planning process.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at GLP Financial Group and Friedman Commercial Real Estate, as well as work at Wayne State University and ownership of Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Cameron Slicker is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. He previously worked at LPL Financial LLC and has a background including roles at MAHLE Behr USA and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Rob Martinez is a Financial Consultant at Fidelity Brokerage Services, LLC, where he assists individuals and families in pursuing their financial freedom through an individualized planning process. His work focuses on helping clients accumulate and protect their wealth by implementing sound investment strategies. Prior to his current role, Rob served as an Investment Consultant at Fidelity Brokerage Services from 2022 to 2024 and as a Financial Consultant at Equitable from 2021 to 2022. Rob's professional experience spans various aspects of financial consulting and investment advising, emphasizing personalized financial planning and wealth management. Outside of his professional pursuits, he engages in activities such as baseball, bowling, fitness, and golf.

Bradley Bastion is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Comerica Securities and Stifel Financial Corp. He currently operates out of Huntington Woods, Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment recommendations.

Ann Maile is a financial advisor at UBS Financial Services with 45 years of industry experience. She has been with UBS since 1989. Maile holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Husak II is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior positions include roles at OSAIC, FSC Securities Corp, and Next Financial Group Inc. He serves as treasurer of Feline Fund, a 501(c)(3) charity focused on supporting medical costs for feral cats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Mark Sutherland is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked for Ameriprise Financial Services, Inc. from 2011 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.