Oscar Ford is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has seven years of industry experience, including previous roles at Prudential, Thrivent Financial, and TTEC Services Corporation. Outside of his advisory work, Ford serves as a volunteer board member for BuildOn Detroit and is the owner of a light manufacturing outsourcing business, StratSo Solutions LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, with the final investment decisions made by the clients.

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.

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Griffith Jr. is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Griffith is co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, serving a broad client base with a centralized consulting approach.

Peisy Sulimin is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Sulimin worked at Solamanasye Grasia, where they owned a company focused on educating the community about healthy plant-based protein through workshops. Sulimin holds a Series 66 credential and has held positions at several financial institutions, including Fifth Third Bank and Morgan Stanley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm’s approach emphasizes holistic, goal-based planning and separates planning services from managed-account programs.

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.

Michael Welton is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Paula Swain is a CFP®-certified financial advisor with 27 years of industry experience. She has worked with firms including Lincoln Financial Advisors and Linsco/Private Ledger Corp. Swain is also involved in writing and personal life coaching through her project "Soar from Silence." She is affiliated with LPL Financial, a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Jalen Mitchell is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, he held multiple roles primarily within Bank of America from 2018 onward, as well as positions at Citizens Bank, Chase Bank, and Apple Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Cody Borke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2022. Prior to his financial advisory career, he held positions at Legal Help For Veterans, PLLC, and in various roles across public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Chris Arteaga Carloni is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked at Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Bryan Regner is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a commercial building that houses his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Eliza Rosenblatt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a due diligence process that combines quantitative and qualitative analysis.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Meysha Moutzalias is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates with clients to develop personalized financial plans that address their unique ambitions, focusing on areas such as education planning, legacy planning, personal retirement planning, women and wealth, and retirement income. Meysha emphasizes simplicity and transparency in the wealth planning process to help clients manage their financial goals effectively. Before joining Merrill Lynch, Meysha was a Certified Public Accountant with a large multinational accounting firm. She transitioned her career to concentrate on long-term advisory services and currently holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She holds Bachelor's degrees from the University of Michigan System and Walsh College. While she does not provide tax advice in her current role, her background supports a comprehensive approach to financial planning. Outside of her professional work, Meysha enjoys cooking, reading, spending time with her family, and watching movies. Her approach as an advisor centers on connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most to them.

Robert Steele is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Huntington National Bank and Cornerstone Community Financial Credit Union. Steele is currently based in Farmington Hills, Michigan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework when recommending eligible strategies.