Donna Bobak is a financial advisor with Merrill in Canton, MI, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill since 2017 and previously spent four years at Raymond James. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates its services with Bank of America’s corporate platform, providing access to a wide range of investment products and related financial services.

Jeremy Witkowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JP Morgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Fernando Aguirre De La Rosa is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Agia and VALIC Financial Advisors. He is also involved in a non-securities insurance product activity outside of his advisory role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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, using a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Robert Hendrian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Robert provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert earned his bachelor's degree from Wayne State University. Committed to community involvement, Robert follows Merrill’s tradition of participation and dedicates time volunteering with local organizations. His approach centers on working one-on-one with clients to pursue their long-term financial goals.

Allison Klein is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2013 and also works within Bank of America, N.A. since 2018. Klein serves on the advisory board and finance committee of Jewish Senior Life, a charitable organization based in Michigan. 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 wide client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Landon Kelly is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked in the construction industry before transitioning to financial services. He is also affiliated with Wealth Strategies Financial Group as a financial advisor. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse investment management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party managers.

Sleiman Ayoub is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and DTE Energy. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm focuses on financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Jamilah Brown is a financial advisor with LPL Enterprise LLC based in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research, Inc. Brown is also involved in non-variable insurance activities outside of her advisory role. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates adviser programs with insurance products and lending services through its affiliated entities.

Adam Holinski Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC, dating back to 1988. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Thaddeus Bienko III is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, E*TRADE Capital Management, TD Ameritrade, and Merrill Lynch. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Megan Barjon is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo Clearing and BMO Harris Bank N.A. Before joining Morgan Stanley in 2020, she spent three years at Wells Fargo and one year at BMO Harris Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Brenda Dock is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and holds Series 63 and Series 66 licenses. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and supported by Merrill’s Chief Investment Office.

Mark Ader is a financial advisor with Osaic Wealth, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. Prior to joining Osaic in 2018, he spent 24 years with Signator Investors, Inc. He is also involved as an agent in the sales and marketing of fixed annuities and insurance. Osaic Wealth serves a wide range of clients including individuals, high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction, leveraging multiple platforms and third-party managers.

Christine Varvatos is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its financial planning process.

Yvette Wicker is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Mark Bordelove is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Bordelove also sells fixed annuities, insurance, long-term care, universal life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Matthew Woryn is a financial advisor with Edelman Financial Engines in Northville, MI, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Stefan Lightfoot is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. He works closely with clients to understand their unique financial goals and develop tailored strategies to pursue their short-, mid-, and long-term objectives. Stefan provides guidance on a range of financial matters, including investing, retirement planning, liquidity management, and education planning. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Stefan focuses on areas such as college education planning, managing new wealth, personal retirement planning, retirement income, and small business strategies. He emphasizes ongoing advice and portfolio adjustments to align with clients' evolving needs and priorities. Stefan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. In addition to his professional work, Stefan is involved with Michigan DECA, reflecting his engagement in community activities related to leadership and business education.

Nicholas Adams is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. In addition to his advisory role, he is involved with MFC - Pinnacle Wealth Strategies, where he engages in the sales and marketing of fixed annuities, insurance products, and securities. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm utilizes asset allocation tools and third-party platforms to construct diversified portfolios for its clients.

Tami Vongerichten is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000, concurrently affiliated with Bank of America since 2014. Outside of her advisory role, she serves in a fiduciary capacity as Power of Attorney for her parents. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.