Matthew Delisle is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., and Banc of America Investment Services, Inc. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.

Avery Ritz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Avery worked at W&S Brokerage and Western Southern Life. Before entering the financial industry, Avery held various positions including driving for DoorDash and roles during extended periods as a student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His work history includes roles at Michigan Financial Companies and prior involvement in entrepreneurial activities such as operating a mobile detailing business and experience in hospitality. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various management strategies and a complex affiliate network.

Christian Mendyk is a financial advisor with J.P. Morgan Securities in Birmingham, MI. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to his current role beginning in 2022, he held positions at JPMorgan Chase Bank, N.A. and worked in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Danielle James is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. In addition to her advisory role, Danielle has been affiliated with Wayne State University since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market models with research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

James Cummins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is the owner and consultant of Future Reflections International Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, consulting, and municipal advisory services through a variety of portfolio management styles and proprietary research.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

Mazey Wofford is a Financial Consultant at Fidelity Investments, where she works with individuals and families to develop customized financial plans. She emphasizes understanding each client's personal story to tailor strategies that help them prepare for their financial journeys. Mazey has held several roles in the financial industry, including Vice President Financial Consultant at Charles Schwab from 2023 to 2024, Financial Consultant at E*TRADE from Morgan Stanley between 2022 and 2023, and Private Client Advisor and Banker at JPMorgan Chase from 2007 to 2022. Outside of her professional work, Mazey enjoys spending time at the beach, engaging in family activities, exploring culinary experiences, following football, and traveling.

Meredith Raasio is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her background includes roles in both corporate and nonprofit sectors, including work with Gentex Corporation and the National Alliance on Mental Illness. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and investment advisory services supported by structured planning tools and a broad range of investment programs.

Brian Hanley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Larry Glanz is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm location. Outside of advising, he organizes a monthly educational meeting for small practitioner CPAs to earn continuing education credits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan, she worked at Ramko Distributing for 12 years. 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 a range of regulatory registrations that support broader derivatives and commodities capabilities.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Janice Cichowlas is a financial advisor with Ameriprise in Allen Park, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Patricia Keller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lynn Habrowski is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she owns a diesel mechanic business in Imlay City, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and strategies.

Marie Everitt is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cambridge Investment Research Advisors since 2013, following prior roles at Cetera Advisors LLC and Edward Jones. Outside of her advisory work, she is an independent insurance agent operating through Strategic Pathways LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers clients access to multiple platforms, third-party advisers, and proprietary model strategies.

Jon Randall is a financial advisor at Stifel with 20 years of industry experience. He has held positions at Stifel since 2017 and previously worked at Morgan Stanley Private Bank. Randall serves on the development committee of Detroit Cristo Rey School and participates in fundraising and advisory roles for several community organizations, including the Detroit Athletic Club and the Al Fracassa Legacy Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling from its Investment Strategy Group.

Mark Davis is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Securities America Advisors and Haas Wealth Management Center LLC. In addition to advisory work, he assists a small number of clients with tax preparation and occasionally places life insurance and fixed annuity products. OSAIC serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation, portfolio optimization tools, and third-party manager programs.

Amy Elmore is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and one year of industry experience. She previously worked at Liberty Title and Title Connect, LLC, and serves as the varsity softball coach at Shrine Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving a range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and supervisory services.