Thomas Forberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and located in Rochester, MI. He has been with Cambridge since 2025 and has experience working in various roles outside of finance, including positions at Dublin Square Pub and Bloomfield Hills Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals using multiple investment platforms and proprietary model strategies.

Kenneth Mittelbrun is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an umpire for baseball and softball with the Michigan High School Athletic Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-related financial planning services.

William Monteith is a Series 66 licensed advisor with LPL Financial in Farmington Hills, MI, and has 22 years of industry experience. He has worked with Linsco Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.

Kristen Hassett is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 22 years of industry experience. She has worked at Bank of America and Merrill since 2016. Outside of her advisory role, she owns Blue Fairy Farms LLC, a limited liability company through which she sells handmade crafts and plants. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Weidner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise, Citizens Securities, Citizens Bank, and several other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize client-directed implementation and a variety of portfolio management styles.

John Schuch is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 credential. His work history includes roles at Voya Financial Advisors, Inc. and J.J. Astor Financial. Outside of his advisory work, he is a sailing instructor at Bayview Yacht Club, teaching basic sailing on Lake St. Clair and the Detroit River. Cetera serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and a range of program options.

Scott Sumner is a financial advisor with LPL Financial who holds a Series 63 designation and has 19 years of industry experience. He previously worked at Sigma Planning Corporation for 16 years and has operated Sumner & Associates since 1991. Outside of his advisory work, Sumner is involved in legal services through Sumner & Associates and engages in business activities related to real estate and tax planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and investment management services supported by research and technology, including discretionary and non-discretionary portfolio management options.

Gerald Dooley is a Series 66-licensed financial advisor at Charles Schwab with 15 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab since 2019, and previously at Bank of America and Merrill from 2016 to 2019. Charles Schwab serves primarily 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 solutions, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Eric Singer is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and data analytics.

Craig Balter is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Rochester, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Kaitlyn Vollbach is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to that, she held roles at Plastic Omnium and Kaplan, Mills, Katzman, Klein, and Koterba, PC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client outcomes.

Patrick Mc Fawn is a CFP® with 44 years of industry experience based in Troy, MI. He has worked at Raymond James Financial Services since 1989 and currently serves as a financial advisor and registered principal at Raymond James Financial Services Advisors, Inc. He is also involved in McFawn Financial Holding Company, LLC and McFawn Financial Services Group, LLC, where he holds officer roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and outcome modeling, and supports institutional consulting and portfolio management through a broad advisor network.

Justin Schueneman is a financial advisor at Osaic with a Series 66 credential and experience spanning several roles since 2019, including positions at Preferred Financial Partners and Equity Services, Inc. He is based in Troy, Michigan. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Nicholas Shaheen is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Producer Resources, Inc., and has maintained a music business, Nick Shaheen Music, since 2014. Shaheen also serves as a board member for the Grosse Pointe Farms City Little League and has engaged in entrepreneurial ventures, including authoring a children’s book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

David Harden is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he partners with clients to design goals-based financial strategies that align with their individual financial objectives. He has accumulated experience in the financial industry through various roles, including Financial Solutions Advisor at Merrill from 2018 to 2020, Investment Consultant at Scottrade from 2016 to 2018, and Private Client Banker at JPMorgan Chase from 2010 to 2016. Outside of his professional career, David has interests that include bowling, cars, family activities, and golf.

Daniel Ryan is a financial advisor at Edward Jones in Clarkston, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at Midland Tool and Supply for three years and Milwaukee Tool for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Fleischer is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Thomas Mahfet is a financial advisor with LPL Financial in Auburn Hills, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Zhang Financial, Plante Moran, Herbert Financial Group, Ascent Aerospace, Western Michigan University, and Emagine Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Bradley Thomas is a financial advisor with OSAIC based in Bloomfield Hills, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including long tenures at Thomas Financial Company LLC and FSC Securities Corporation. Thomas is also involved in life insurance and retirement planning through his role as a partner at Thomas Financial Company LLC and ownership of related LLCs. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of investment types.

Douglas Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves in the U.S. Naval Reserves, participating in monthly training and annual mobilization exercises. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.