Mark Napolitano is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held his position at Raymond James since 2003. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

John Dulude is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Crown Capital Securities, LP for 13 years before joining LPL Financial in 2024. Outside of advising, he is engaged in tax preparation as a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various portfolio programs and third-party asset managers, supported by advisor tools and a broad platform that includes insurance and banking partnerships.

Joseph Ghanem is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he holds interests in several investment-related businesses focused on real estate management and serves as president of a medical center condominium association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Adam Pashak is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach involves a centralized team producing recommendation reports that integrate investment research and algorithmic tools, with implementation carried out by clients or their advisors.

Richard Weinerman is a financial advisor with Osaic Wealth, Inc. based in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside his advisor role, he is involved with Impact Financial Planning, LLC as Partnership Manager, overseeing business operations including financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Oscar Garner is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has held roles at Michigan State University’s Finance Department and Altria. Garner also worked with Oakland Hills Country Club and Bloomfield Hills Schools prior to joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Daniel Keller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2008. 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 wide range of clients—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Wanczyk is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 10 years before joining Osaic in 2025. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary management.

Ryan Slater is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 8 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously worked at Siemens Healthcare from 2006 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Neil Singal is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1996, dedicating his career to serving clients in the financial services industry. Neil focuses on personal retirement planning, philanthropic planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Neil provides wealth management services primarily to business owners, attorneys, physicians, CPAs, non-profit organizations, and executives from the automotive, manufacturing, and banking sectors. His approach is attentive and disciplined, designed to help clients prepare for key transitions, including retirement and legacy planning. He works closely with clients and their families, often engaging children to provide financial education and discuss intergenerational wealth strategies. Neil graduated from Wayne State University with a Bachelor's degree in Finance. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Neil enjoys spending time with his wife, Shani, and their four children, cycling, and playing golf. He is involved with organizations such as the Detroit Chessed Project, Hebrew Benevolent Society, Wolverine Sports Club - Cycling, and Yeshiva Beth Yehudah.

De Ante Thompkins is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has seven years of industry experience, with prior roles at Thrivent Financial and Northwestern Mutual. Thompkins serves on the boards of several nonprofit organizations focused on fire prevention, STEM education, youth development, and leadership. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements utilizing firm-approved analytic tools and offers a range of investment and planning solutions including recently introduced divorce planning services.

Daniel Dickhudt is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as President of DLPROPERTIES LLC, a company involved in managing rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. She joined Merrill in 2014 and is part of the Huntsman Ludlow group. In her role, Karen manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She provides services such as portfolio management, retirement planning, education planning, legacy planning, and wealth management strategies. Karen earned a Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, graduating magna cum laude as a member of Phi Beta Kappa. She became a financial advisor in 2015 and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2019. Additionally, she holds the Personal Investment Advisor (PIA) designation. Outside of her professional responsibilities, Karen's personal interests include music, running, and tennis. She resides in Grosse Pointe with her husband, Keith, and their son, Jack.

Jennifer Jennings is a Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she focuses on managing the wealth and finances of affluent families, women in transition, executives, closely held businesses, retirees, and entrepreneurs. Jennifer offers personalized financial advice and disciplined investment management to help clients pursue their financial goals and aspirations. Throughout her career, Jennifer has developed expertise in areas such as college education planning, family wealth management strategies, employee financial health, liquidity management, personal retirement planning, socially responsible and ESG investing, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Divorce Financial Analyst® designation. Jennifer also serves as a Personal Investment Advisor (PIA). Jennifer earned her bachelor's degree from Northwestern University, where she was a varsity field hockey player and served as co-captain. Born in Northern California, she currently resides in Birmingham, Michigan. She contributes to her community through volunteer opportunities with ChildSafe and the Judson Center, organizations focused on serving underprivileged children.

Jamie Howells is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill and Bank of America before joining Raymond James in 2022. Outside of his advisory role, Howells is the owner of JJNL Investments LLC, which manages a single account focused on investing in a technology company developing an application. Raymond James & Associates, Inc. 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 individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Jason Bowens is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He serves as a senior partner on a specialized wealth management team that assists business owners, executives, and families in planning and managing various aspects of their financial lives. Jason focuses on providing comprehensive financial consulting, investment management, and personal CFO services to help clients achieve their unique financial objectives. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise encompasses areas such as divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, and serving clients in sports and entertainment. Jason collaborates with clients' attorneys and CPAs to ensure financial plans align with their personal needs. Jason earned a Bachelor of Science degree in Mechanical Engineering from Michigan Technological University, followed by a Master's degree in Engineering from Purdue University and an MBA from Indiana University Kelley School of Business. Outside of his professional work, he enjoys baseball, bowling, football, golfing, reading, woodworking, traveling, and spending time with his family.

Montez Roberson is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, Fidelity Management Services, and FIS Global. J.P. Morgan Securities 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 in its recommendations.

Michael Lafave is a financial advisor with Primerica Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its portfolio models.

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. 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, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

John McGowan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2010. Outside of his advisory role, he is also involved as a life insurance sales agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services through collaborative annual planning engagements using firm-approved analytical tools.