Daniel Sakalian is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Marie Vanerian is a Wealth Management Advisor specializing in institutional investment consulting and advisory services at Merrill Lynch Wealth Management. She provides services to a diverse group of clients, including foundations, endowments, religious organizations, pension plans, Taft-Hartley funds, 401(k)/403(b) plans, and multi-generation private family offices. Her expertise encompasses fiduciary oversight, due diligence, portfolio construction, and educating plan sponsors and employees. Throughout her career, Marie has focused on wealth accumulation, preservation, and growth by helping clients understand their investment options and make informed decisions within their risk tolerance. She holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Certified Plan Fiduciary Advisor (CPFA), and is committed to lifelong professional learning to stay current with the investment landscape. Marie earned a bachelor's degree in Economics from Michigan State University. Her community involvement includes support for organizations such as The Detroit Symphony Orchestra, Lions Clubs International, Special Olympics, Samaritas, Vista Maria, The War Memorial, and the Armenian Church Endowment Fund. She also engages in activities with St Johns Church, Special Olympics, and Habitat for Humanity. Her personal interests include music, reading, traveling, and writing.

Marco Pasquali is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with prior experience at Merrill and Hewlett Packard Enterprise/DXC Technology. J.P. Morgan Securities LLC 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 to inform recommendations.

Ryan Paschen is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2008 to 2019. He is also the owner of Paschen Enterprises LLC, a non-investment-related business established to understand client LLC filing processes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipalities. The firm offers financial planning and investment consulting through non-discretionary relationships, supported by a range of portfolio management strategies and affiliated research.

Paul Buckles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes nine years at Raymond James & Associates and prior roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles Craves is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior work includes long tenures at Royal Alliance Associates and BBCM Financial Services. Outside of his advisory work, he is active as a theatre actor in Clarkston, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

Jill Nester is a Series 66–licensed financial advisor with UBS Financial Services in Farmington Hills, MI. She has 15 years of industry experience and has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Russell Henry is a financial advisor with Raymond James Financial Services Advisors, Inc. in Birmingham, Michigan, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2002 and is also involved as an owner of Financial Planning Partners, LLC, and active in non-variable insurance and real estate brokerage. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Michael Ralston is a financial advisor with Fidelity, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked with various divisions within Fidelity since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios and serves as an advisor to registered investment companies and fund-of-funds, utilizing systematic methodologies and long-term asset allocation benchmarks.

Stephen Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Stephen earned both his Bachelor's Degree and Master's Degree from Purdue University, with his graduate studies completed at the Krannert School of Management.

William Colvett is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Indianwood Financial. In addition to his advisory work, he is involved with Orion Tax Group, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services supported by diversified investment research and portfolio management solutions.

Kevin Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a team with a longstanding presence since 1974. He joined the Cook Group at Merrill in 2013 and focuses on providing investment and retirement advice. Kevin leverages his experience as a small business owner for over 11 years to assist business owners in preparing for their financial futures and offers expertise in areas including family wealth management, legacy planning, retirement income, and socially responsible investing. Kevin holds a Bachelor's degree from St. Olaf College and a Master's degree from the University of Minnesota. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Clarkston, Michigan, Kevin lives with his wife Traci and their two children. His family engages in various outdoor activities such as camping, fishing, golfing, hiking, ice hockey, running, skiing, and volleyball. Kevin is involved in his community through organizations including Brother Rice High School, City Light, Independence Elementary School, and The River Church in Holly, Michigan.

Kevin Nowakowski is a CFP® professional with over 30 years of experience at UBS Financial Services, where he has worked since 1993. He holds Series 63 and Series 65 licenses and is based in Troy, MI. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Mary Fugelsang is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.

Lisa Jaboro is a Series 66-licensed financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI, where she has worked since 2014. She has 15 years of industry experience. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dennis Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Canyon Realty LLC, where he has served as a real estate agent since 2007. Additionally, Richardson has ownership and supervisory roles in a third-party administrative firm, Michigan Pension Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to LPL Research and third-party model portfolios.

James Pittel III is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and having six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017, with prior experience at Jackson National Life and Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and advanced modeling tools.

Joshua Bush is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Bush is the owner of two real estate-related businesses, Arbusto Amadeo LLC and Honeybee Investments LLC, both located in Michigan. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Christina Falahee is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Morgan Stanley since 2021 and previously worked as a Health Plan Advocate and at Lifetime Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from a dedicated investment committee.

Steven Zatkin is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory work, he serves as co-trustee for a family trust and is involved in neighborhood maintenance through his homeowners association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm‑approved tools and offers a range of investment and advisory solutions across retail and institutional markets.