Matthew Tribul is Vice President and Branch Leader at Fidelity Investments, where he has held leadership roles since 2014. In his current capacity, he develops, leads, and inspires professionals dedicated to assisting clients with their financial goals. Prior to becoming Branch Leader, he served as Assistant Branch Manager from 2012 to 2014 and as a Financial Consultant from 2003 to 2012. Over his tenure at Fidelity Investments, Matthew has gained extensive experience in financial consulting and branch management.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s tools.

Ali Mchawrab is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ali worked at Bank of America and CVS Health. Outside of finance, Ali is a pharmacist involved in verifying medication therapy and consulting with patients at Hamzeh Pharmacy in Dearborn, MI. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Brent Bosart is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He has been with RBC Capital Markets since 2021, including a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party investment managers.

Rupinder Chawla is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Chawla worked at Bank of America for eight years. Chawla holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Melanie Daugherty is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates Global Investment Committee estimates and Monte Carlo simulations.

Michael Widmaier is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he provides product information at archery dealer events through a separate position at Steve Kaufman & Associates. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Peter Ciavaglia is a financial advisor with LPL Financial in Rochester Hills, MI, holding CFP® and ChFC® designations with 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in harness horse racing through an LLC that he solely manages. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research, with both discretionary and non-discretionary management options.

Brian Lamb is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the Series 66 designation and has 25 years of industry experience, including 11 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Ohio National Financial Services, THE O.N. Equity Sales Company, and American United Life. He is also involved in fixed insurance sales through CORE Financial Group, which he owns. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and utilizes both proprietary and unaffiliated model strategies, with varied implementation approaches tailored to client objectives.

David Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently with Stifel since 2010. He holds Series 63 and 65 licenses and is based in Rochester, Michigan. Outside of his advisory role, he serves on the Elder Board at Rockpointe Community Church, providing spiritual direction and strategic guidance. Stifel serves a broad range of individual and institutional clients, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

Jeremy Wade is a financial advisor at Edward Jones in Troy, MI, holding Series 63 and Series 66 licenses with 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved as a member and owner in several real estate entities managing commercial and rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. 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 and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Michael Genna is a CFA® charterholder currently with LPL Financial, where he has worked since 2024. He has two years of prior experience at Huntington National Bank and has held roles in the hospitality and entertainment industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs and financial planning services, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Kreager is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at VOYA Financial Advisors and Horizon Wealth Management. Kreager is also the owner and president of All City Financial, Inc., an S corporation focused on expense management, and serves as Director of Financial Planning for Horizon Advisers, which includes an educational component called Horizon Adviser University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to various investment strategies and custodial arrangements.

Mohanad Aabed is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Alsumo LLC, where he is involved in an e-commerce retail business. Outside of finance, he has worked as a rideshare and food delivery driver. 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 an ESG eligibility framework.

Steven Bolek is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he is the owner of Detroit Sports Download LLC, a company focused on creating video content related to Detroit sports teams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jason Mlynarek is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2011, with a five-year period at CUSO Financial Services in between. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.