Anthony Cook is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and previously with LaSalle Financial Services from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Jennifer Kreutzer is a CFP®-certified financial advisor with 28 years of industry experience. She has worked at LPL Financial since 2014 and previously spent 15 years at Merrill. Kreutzer operates under the DBA ClearPath Financial Group in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Chandler Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Auburn University and involvement with nonprofit organizations such as North Oakland Headwaters Land Conservancy. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Denise Dunn is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 1994 and leads Dunn Financial Services Corp. as its president. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and employer-sponsored retirement plans.

Thaddeus Bienko III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley, E*TRADE, TD Ameritrade, Bank of America, and Merrill Lynch. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Brenda Dock is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Ader is a financial advisor at OSAIC with 31 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 24 years. He is also involved as an agent in the sales and marketing of fixed annuities and non-variable insurance through Michigan Financial Companies. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

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.

Mark Bordelove is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009, after brief periods at Ameriprise and Ameriprise Advisor Services. In addition to his advisory work, he is involved in selling fixed annuities and various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, including access to third-party subadvisors and institutional platforms, supported by technology tools for operational and research purposes.

Scott Mazius is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Allied Advisory Services and FSC Securities Corporation. Outside of his advisory role, he is involved in tax preparation and estate planning through his consulting business, serves as a board trustee for a homeowners association, and is a member of the finance committee for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a variety of investment strategies through a nationwide network of over 10,000 advisors.

Stefan Lightfoot is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by developing personalized strategies to pursue their short-, mid-, and long-term financial goals. His approach involves understanding each client's priorities and providing ongoing advice and guidance tailored to their evolving needs. Stefan's expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. He is also involved in the Michigan DECA community. Outside of his professional work, Stefan enjoys boating, camping, fishing, football, golfing, hiking, hunting, ice hockey, music, and spending time with his family. He emphasizes building and maintaining long-term relationships based on providing value and support.

Nicholas Adams is a financial advisor with Osaic, holding a Series 66 designation and 12 years of industry experience. He has worked with Michigan Financial Companies since 2014 and with Royal Alliance Associates, Inc. since 2018. Adams is also involved as an agent with Pinnacle Wealth Strategies, focusing on the sales and marketing of fixed annuities and non-variable insurance, as well as securities and investment advisory products. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Christine Brinkel is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and four years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative investment program.

Danielle Henry is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and at Premier Financial since 2018. Prior to her advisory career, she had roles outside the industry, including at La Vita Bistro and Washtenaw Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Tobey Miller is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade, Scottrade, Harrisdirect, and Merrill. Outside of his advisory work, Miller is involved in music ministry, providing lessons and performances. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning, portfolio management, and retirement advice services. The firm combines a large advisory network with extensive non-advisory financial activities and oversees more than $819 billion in discretionary assets.

Shawn Scribner is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fisher Investments and Merrill. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies to customize client portfolios.

Jon Russell is a Series 66 licensed financial advisor at Raymond James & Associates with 22 years of industry experience. He previously worked at Bank of America and Merrill for a total of 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves as a committee member for South Lyon Travel Basketball, a youth basketball program. Raymond James & Associates 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, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jennifer Bessen is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She previously worked at Hantz Financial for 13 years before joining Ameriprise Financial Services in 2017. Outside of advisory work, she serves on the Board of Directors of the University of Detroit Moms Club and is involved in tax planning and business expense tracking activities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income stability and tax-aware withdrawal strategies.

Cameron Lail is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Edward Jones, UBS Financial, and Cetera Advisors. He also operates under the DBA Featured Wealth Management as a financial advisor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and has a registered commodity pool operator status, advising multiple registered investment companies.