Julian Bueno is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and MassMutual Great Lakes. Outside of his advisory work, he is a partner in CryptoCeramics LLC, a business involved in art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jerad Laparl is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, following seven years at Jhfn Sii. In addition to his advisory role, he manages an LLC involved in a self-storage business. Osaic Wealth, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios with a broad range of investment options.

Dean Thurman Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he owns a business called White Glove. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, providing a range of financial planning and advisory services through a national network of investment adviser representatives. The firm offers discretionary and non-discretionary management, access to model portfolios and research, and a broad array of advisory and brokerage solutions.

Dawson Richard is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and involvement with Clean Works LLC and McCandless Township Sanitary Authority. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing firm-approved tools and models, with assets under management totaling approximately $2.74 trillion.

Sheryl Liskiewicz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Lewis Rowe is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding the Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through Institutional Investment Consulting, an independent advisory firm he started in 2019. Rowe has additional experience with Citizens Securities, Inc. and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

William Roberts is a financial advisor at Equitable Advisors with 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Roberts serves on the board of his local Salvation Army church and its Echo Grove Camp, providing business advice and community outreach support. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 broker-dealer, working primarily through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Stacey Pressel is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she collaborates with clients and their Wealth Management Advisors to develop financial plans tailored to their needs and goals, while delivering customer service. Her career at Fidelity Investments began in 2009 as a Financial Representative. She then served as a Relationship Manager from 2012 to 2021 before assuming her current position. This progression reflects her experience within wealth management and client relationship roles.

Todd Green is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm emphasizes managed accounts and uses algorithmic automation overseen by a specialized committee to generate tailored retirement income plans.

Charles Kaschalk is a financial advisor with LPL Financial in Shelby Township, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Michigan Schools & Government Credit Union and Huntington Investment Company. Kaschalk is involved in non-variable insurance activities with The Retirement Agency and Prosperity Advantage Marketing. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, supported by model portfolios and research from LPL and third-party subadvisors.

Hiba Chehab is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She has previously worked at Bromberg & Associates and in a medical office setting prior to her current role. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jennifer Blizinski is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1993 and Bank of America, NA since 2009. Outside of her advisory role, she serves as executor for two estates. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Christopher Nelson is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill since 2017 and worked at MSI Financial Services, INC. from 2016 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Rubino is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. Prior to joining LPL Financial in 2024, he spent 27 years at Centaurus Financial, Inc. He is also the owner of a business called GRANPA WARHAMMER and operates a fish and hunt club in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Amy Cole is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models to assist in developing personalized plans.

Sean Norton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 66 and Series 65 designations and bringing 16 years of industry experience. He joined Merrill in 2020 after working at Wells Fargo and Paychex, Inc., including Paychex Securities Corporation. Outside of his advisory role, he serves as a power of attorney for a family member. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Jason Van Duyn is a Series 63 licensed financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2009. He operates out of Rochester, MI, and holds involvement in several business activities including running a tax preparation and accounting firm and managing a wealth and tax strategies practice. He also rents office space to local professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting, utilizing a combination of discretionary and non-discretionary management alongside model portfolios and research from LPL Research and third-party subadvisors.

Sheetal Patel is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following a prior role at Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in a family-owned hotel business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver research-driven, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Austin Farah is a Certified Financial Planner® with 12 years of experience, currently practicing at Raymond James & Associates in Birmingham, MI. His prior experience includes roles at UBS Financial Services and J.P. Morgan. He is a passive shareholder in a personal investment company, Persepolis Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory and investment consulting primarily on a non-discretionary basis.

Charles Harris is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held roles with several NFL teams including the Detroit Lions, Miami Dolphins, Atlanta Falcons, Carolina Panthers, and Philadelphia Eagles. He also worked at the University of Missouri from 2013 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a registered commodity pool operator, advisory work with multiple registered investment companies, and the use of AI-driven methodologies in its investment process.