Ziad Dallo is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Ziad held roles as Senior Wealth Manager at CIG Capital Advisors from 2018 to 2019 and Senior Financial Consultant at TD Ameritrade from 2011 to 2018. In his role as a Financial Consultant, Ziad works collaboratively with clients to develop financial plans that address both short-term and long-term goals. He is committed to providing unbiased opinions and transparent advice to support his clients' financial well-being and peace of mind.

Michael Pisarczyk is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Pisarczyk serves as a trustee and co-trustee for multiple trusts in Midland, Michigan, and Chicago, Illinois. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

Jason Bockrath is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Claus is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, DFCU Financial, and experience in academic and community settings, including Adrian College and the Saline District Library. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies across its investment management solutions.

Corey Wacker is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is the owner of CW Wealth and serves as a high school sports official. He is also a minority owner of Great Lakes Entry Systems, a shoreline and marine products business. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Andrew Gagne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Northville, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Gagne is the owner of New World Financial and is also affiliated with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, with a notable affiliation supporting municipal and public finance work.

Benjamin Bolen is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, Credit Union Trust, and Equitable Advisors, as well as service in the United States Army. Outside of advising, he is an author affiliated with a venture called Clarity Before Crisis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management approaches.

Kingshook Ghosh is a CFA® charterholder with 16 years of industry experience. He is the owner and Chief Investment Officer of UsaWorld Capital LLC, where he has worked since 2009. The firm provides portfolio management and financial advisory services to individual and institutional clients. UsaWorld Capital manages approximately $5.87 million in assets and combines a solo-practitioner structure with the capacity to handle institutional portfolios, serving a small and specialized client base.

Jeffrey Saunders is a CFP® professional with 12 years of experience in financial advising. He has operated Saunders Financial LLC since 2013 and has a law practice dating back to 1991. In addition to his advisory work, he maintains an active law practice and is a licensed insurance agent. Saunders Financial LLC serves individual investors, including trusts and estates, providing financial planning and portfolio management with a tailored approach using equities, mutual funds, ETFs, fixed income, and cash alternatives. The firm also utilizes a third-party asset manager for trade execution and offers ongoing monitoring based on client needs and market conditions.

Michael Soo is the sole advisor at Soo Financial L.L.C., an independent registered investment adviser based in Saline, Michigan. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. Soo has led Soo Financial since 2003. Soo Financial L.L.C. manages approximately $23.2 million for 43 clients, providing portfolio management services to both individual and institutional clients, including pension consulting. The firm combines a solo-advisor structure with capabilities typically found in larger institutions, supported by documented policies on trade execution, custody, and proxy voting.