Valentina Johnson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023, following roles at D.A. Davidson Co., Rocket Companies, Family First Life, and the City of Detroit. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of accounts and wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Jordan is a financial advisor with Cambridge Investment Research Advisors in Farmington Hills, MI. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to joining Cambridge, he was involved with Michigan Pension & Financial Inc. and has a background that includes roles in hospitality and public transportation sectors. He is also an owner and partner in Michigan Pension & Financial and HJ Capital Partners, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Joseph Girardin is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and AXA Advisors. He also serves as a trustee of his parents' trust. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients.

Joseph Sabelhaus is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. He has been with LPL Financial since 2004. Outside of advising, Joseph has worked as an attorney drafting wills, powers of attorney, and trusts, and serves occasionally as a backup helicopter pilot for traffic reporting in the Detroit area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to discretionary and non-discretionary management and a range of model portfolios and research.

Sheel Desai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works at JPMorgan Chase Bank, NA since 2018. Outside of his advisory role, Desai serves as Treasurer and a member of the Board of Directors for the Novi Parks Foundation, a nonprofit focused on park enhancements. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm delivers its advisory services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Justin Dunn is a financial advisor with LPL Financial in Sterling Heights, MI, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he works as a hockey referee at ice rinks in Detroit, MI. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Reuben Rashty is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and previously spent three years at Fifth Third Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning leverages structured discovery conversations and approved planning tools without offering individual security recommendations as part of their standalone planning services.

EL Forbes is a Planning Consultant currently working at Fidelity Investments since 2026. In this role, they engage directly with clients to provide financial planning services. EL's approach to financial advising is guided by the values of service, trust, and prioritizing people, reflecting the principles formed during their upbringing in a large family. They strive to make complex financial decisions more accessible and to empower clients to proceed with confidence. Outside of their professional work, EL has interests that include art, cooking and baking, family activities, fitness, food, and social events with friends.

Max Zade is a Planning Consultant who focuses on providing financial planning services that prioritize understanding clients' goals, values, and concerns. He works to build personalized plans that address what matters most to clients over time, aiming to simplify complex financial decisions and provide clarity. Prior to his current role, Max gained experience at Fidelity Investments where he served as a Relationship Manager from 2023 to 2026 and as a Financial Representative from 2022 to 2023. His background includes developing client relationships and supporting financial planning needs. Outside of his professional work, Max has personal interests that include comedy, concerts, museums, music, and tennis.

Evan Delmotte is a financial advisor with Edward Jones in Troy, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 15 years with the Township of Bruce in emergency services as a firefighter and paramedic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brett Bernard is a financial advisor at Charles Schwab with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliated entities since 2013, as well as at TD Ameritrade from 2021 to 2024. Bernard is a member of the investment committee for First United Methodist Church in Birmingham, MI, though he has not yet begun serving in this role. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a structured investment process supported by centralized custody and operational integration.

David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent 12 years at Woodbury Financial Services, Inc. He also operates Deuel Financial Group, a sole proprietorship offering sales and service of life, health, and disability insurance as well as securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and multiple platforms. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Joseph Candela III is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michael Graziani is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at UBS Financial Services for nine years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is involved with The Detroit Athletic Club as a social and athletic member and may serve as chairman of its bowling league. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through a range of advisory programs.

Peter Shunyia is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2011 to 2021. Outside of his advisory role, he is involved with TRI-COUNTY PREFERRED REALTY, a real estate rental business in Rochester Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Zachary Goldman is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63, Series 66, and Series 65 licenses and bringing 18 years of industry experience. His career includes 13 years at J.P. Morgan Securities and 16 years at J.P. Morgan Chase Bank prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes that incorporate firm-approved tools and models such as Monte Carlo simulations.

Stuart Solomon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services backed by extensive research and firm-approved tools.

Evan Gerrard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Huntington Bank, and TCF Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Kody Seibold is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Michigan School and Government Credit Union and LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

James Bertrand is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.