Robert Thompson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014 and was previously with Charles Schwab from 2010 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework where applicable.

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association 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. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Matt Breznau is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the priorities of his clients and their families, utilizing Fidelity's resources and financial planning tools to develop personalized financial plans. Prior to joining Fidelity, Matt worked as a Financial Solutions Advisor at Bank of America-Merrill Edge from 2017 to 2021. Before that, he was an Investment Consultant at Scottrade from 2014 to 2017.

Ronald Selik is a CFP® with 36 years of industry experience, currently affiliated with Cetera. His career includes roles at Selik Wealth Management, First Allied Securities, and Selik Financial Services. He serves as treasurer on the board of the Pheasant Hills Homeowner's Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of over 10,000 independent advisors and manages more than $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutions through diverse program platforms and manager selections.

Zachary Armstrong is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sigma Financial Corporation, Sigma Planning Corporation, and Siena Wealth Advisors. Outside of his advisory role, Armstrong is involved with Allied Integrated Tax Services, LLC, focusing on tax preparation and accounting. 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 institutions. The firm supports its advisors with a range of investment strategies, including model portfolios and third-party management, and provides both discretionary and non-discretionary account management.

Richard Gagliano is a Financial Advisor at Merrill Lynch Wealth Management. He works with business owners, retirees, and corporate leaders to develop tax-efficient wealth strategies, personalized retirement planning, and disciplined portfolio management. He focuses on creating customized, goals-based financial plans that integrate cash flow, investments, taxes, and legacy priorities. Richard's expertise includes college education planning, corporate benefits, divorce transition planning, equity compensation services, family wealth management strategies, portfolio management services, and individual and corporate investment strategy. He collaborates closely with clients to coordinate income, equity, investment management, and long-term planning into a cohesive framework aimed at reducing tax exposure and concentration risks while aligning retirement assets for greater flexibility. He holds a Bachelor's Degree in Finance from Florida Gulf Coast University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Richard enjoys adventure sports, biking, cooking, football, golfing, hiking, pickleball, reading, and spending time with his family.

Nicholas Hawk is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and National Planning Corporation. Outside of advising, he is also employed as a caregiver. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Staniszewski is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Fidelity Investments, Allstate Financial Services, Rocket Mortgage LLC, Charles Schwab & Co., and Quicken Loans Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Jeanne Baldwin is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has worked within the Edelman Financial Engines network since 2011 through its various affiliated entities. Outside of her advisory role, Baldwin is a motivational and inspirational speaker and has been invited to present on planned giving strategies to nonprofit donors. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and account types.

Ryan Cohen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at several firms including Avantax and MIP Advisors, and is involved in coordinating tax services through a partnership at a tax planning center. Cohen also maintains a role as an insurance agent, focusing on fixed annuities and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Brett Dennis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and entering the industry in 2026. His prior work includes roles at Avicenna Medical Systems Inc. and Michigan State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and various event-driven planning services.

Stanley Pittman is a financial advisor with Ameriprise in Inkster, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tamara Ciesinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Betty Napier is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Anthony Bartalino is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research with a potential ESG eligibility framework.

Julius Readus is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement planning, legacy planning, portfolio management, and financial consulting for clients in diverse fields including automotive, manufacturing, banking executives, business owners, and professionals such as attorneys and physicians. He focuses on helping clients identify and achieve significant life goals, particularly in managing wealth preservation, retirement income, and philanthropy. Julius and his team are attentive to clients' circumstances during challenging times, coordinating with specialists and aligning strategies with clients’ legal and tax advisors to ensure comprehensive financial planning. Since launching his wealth management career in 1997 and joining Merrill in 2000, Julius has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor of Business Administration degree in Finance from Davenport University. His approach emphasizes listening to clients, asking questions, and maintaining long-term relationships to serve their evolving financial needs effectively. Raised in Detroit, Julius maintains strong ties to his community through active involvement in various organizations, including Legacy Associates Foundation, 100 Black Men of Greater Detroit, and The New Leaders Council. He has served as Chairman of the Board for the Southfield Public Library and conducts financial literacy workshops. Outside of his professional work, Julius enjoys basketball, biking, reading, softball, and spending time with his family in Lathrup Village.

Jason Lambrix is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at PNC Investments, LPL Financial, Cuna Brokerage Services, Inc., and Cuna Mutual Group. 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 clients, and charitable organizations, offering a range of financial planning and consulting services supported by a nationwide adviser network.

Robert Lamm II is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and with 12 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner and president of 3B Technology, LLC, a non-active business entity used for administrative purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and financial planning services.

Mikaila Talentino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at various firms, including Aeropostale Inc and Sparc Group LLC. Talentino has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Brandon Mohawk is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked for Christian Financial Credit Union for five years. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.