De Ante Thompkins is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Thrivent Financial and Northwestern Mutual. Thompkins serves on the boards of several nonprofit organizations focused on fire prevention, STEM education, youth services, and leadership development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements supported by advanced analytical tools.

Daniel Dickhudt is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He has been with Thrivent and its related entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as president of DLProperties LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive goal-based planning across a wide range of financial topics without implementation services.

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. She joined the Huntsman Ludlow group in 2014 after obtaining her Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, where she graduated magna cum laude as a member of Phi Beta Kappa. Karen became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2019 and has been serving clients with expertise in a variety of financial areas including education planning, family wealth management, legacy and retirement planning, as well as investment strategies. In her role as a Senior Portfolio Manager, Karen manages personalized and defined investment strategies on a discretionary basis, utilizing individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She also makes these strategies available to clients working with other Merrill advisors, supporting the pursuit of their financial objectives across diverse portfolios. Outside of her professional work, Karen is engaged in personal interests such as music, running, and tennis. She has played the French horn in various orchestras and plans to return to a local musical group. Karen is an active member of a local tennis organization, reflecting her commitment to community involvement alongside her financial advisory responsibilities.

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 eight years of industry experience. Prior to joining Raymond James in 2022, he worked at Bank of America and Merrill. He is also the owner of JJNL Investments LLC, which manages a single account investing in a technology company developing an application. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.

Jason Bowens is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He serves as a senior partner of a specialized Wealth Management team that assists business owners, executives, and families in planning and managing all areas of their financial lives. Jason focuses on providing customized strategies that address each client's unique financial needs by acting as a financial consultant, investment manager, and personal CFO. His professional expertise includes portfolio management, retirement planning, family wealth management, tax minimization, and sports and entertainment advising. Jason holds several industry certifications, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Certified Plan Fiduciary Advisor (CPFA), among others. He also holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation and the Retirement Benefits Consultant (RBC) title. Jason earned a Bachelor of Science in Mechanical Engineering from Michigan Technological University. He holds two master's degrees: a Master's in Engineering from Purdue University and an MBA from Indiana University Kelley School of Business, where he graduated with honors. Outside of work, Jason enjoys baseball, bowling, football, golfing, reading, woodworking, traveling, and spending time with his family.

Montez Roberson is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise and Comerica Securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

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 with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James & Associates since 1999 and concurrently associated with Roney & Co. since 1998. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, along with institutional consulting and public finance 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.

Joann Blake is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Cetera. Her prior roles include long-term positions with Avantax Advisory Services and Radabaugh Financial Services. She is treasurer/comptroller for a nonprofit organization, Boys and Girls Bible Clubs. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports over 10,000 advisors and manages more than $256 billion in assets. The firm offers a range of investment and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary program options.

Phillip Desantis is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Hantz Financial Services from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Erik Gotaas is a financial advisor with LPL Financial in Farmington, MI, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with LPL Financial since 2000. In addition to his advisory role, he operates a separate business focused on fixed annuities, life, long-term care, disability, and health insurance outside of LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, with solutions for both discretionary and non-discretionary management.

Michael Ceaser Jr. is a CFP® professional with 50 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and has also been involved with Ceaser Capital Management since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, integrating both discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Swain Delly is a financial advisor with Merrill, holding a Series 66 credential and no prior industry experience. His career background includes roles at Bank of America, Stellantis, General Motors, FCA, and Magna Car Top Systems. 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.

Robynne Henry is a financial advisor at Raymond James & Associates with 18 years of industry experience. She previously worked at Edward Jones for 16 years before joining Raymond James in 2023. Henry holds the Series 66 designation. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Joseph Ciesinski is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. His other business activities include operating under the DBAs America Group Retirement Strategy Centers and Ciesinski Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Shadia Joudi Dedecker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Advisors and affiliated entities since 2014. Outside of her advisory role, she works as an independent consultant for Avon, selling beauty products on a limited basis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking, lending, trustee services, and affiliated fund strategies.

Mary Warner is a financial advisor at Stifel with 16 years of industry experience. She holds the CFP® designation and has been with Stifel since 2023. Prior to joining Stifel, she worked at Sprout House Natural Foods Market for one year. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Kronner is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans supported by structured discovery and firm-approved tools.