Tricia Fitzsimons is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan Financial Companies and various positions unrelated to finance, such as managing a mobile detailing business and working at a trampoline park. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable accounts through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

Corey Townsend Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he held roles at Bank of America, Consumer Advancement, and Rocket Mortgage. Outside of his advisory work, he serves as a program coordinator for Consumer Advancement, an assisted living facility, where he manages financial billing and supply inventory. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christian Mendyk is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2021. Prior to his career in finance, Mendyk held various positions outside the industry, including roles at Detroit Water Ice Factory and Fuzzy's Family Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Danielle James is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. In addition to her advisory role, Danielle has been affiliated with Wayne State University since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market models with research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Zachary Hueter is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Nolan Transportation Group, Sportsman's Warehouse, and multiple academic positions at Davenport University, Michigan State University, and Northwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Cummins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is the owner and consultant of Future Reflections International 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 individuals, institutional clients, and public entities, providing financial planning, consulting, and municipal advisory services through a variety of portfolio management styles and proprietary research.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

Mazey Wofford is a Financial Consultant at Fidelity Investments, where she works with individuals and families to develop customized financial plans. She emphasizes understanding each client's personal story to tailor strategies that help them prepare for their financial journeys. Mazey has held several roles in the financial industry, including Vice President Financial Consultant at Charles Schwab from 2023 to 2024, Financial Consultant at E*TRADE from Morgan Stanley between 2022 and 2023, and Private Client Advisor and Banker at JPMorgan Chase from 2007 to 2022. Outside of her professional work, Mazey enjoys spending time at the beach, engaging in family activities, exploring culinary experiences, following football, and traveling.

Brian Hanley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Larry Glanz is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm location. Outside of advising, he organizes a monthly educational meeting for small practitioner CPAs to earn continuing education credits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Totonchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career since 1997. He provides comprehensive wealth and portfolio management services tailored to high-net-worth individuals, corporations, and endowments. Daniel develops customized strategies that reflect clients' needs, objectives, and risk tolerances, aiming to help them achieve their long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified Portfolio Manager, he manages personalized and defined strategies on a discretionary basis. Daniel's expertise encompasses a broad range of client focus areas such as college education planning, family wealth management, services for endowments and foundations, and both defined benefit and defined contribution plan consulting. He is recognized for a comprehensive outcome-based wealth management approach that addresses clients’ personal priorities across health, family, home, work, giving, leisure, and finances. Daniel has been named to the Forbes “Best-in-State Wealth Advisors” list consistently from 2018 through 2025 and to the Forbes “Best-in-State Wealth Management Teams” list as part of the Tyranski, Totonchi, and Girdler Group from 2023 to 2025. Daniel holds a bachelor's degree from Central Michigan University. Outside of work, he resides in Bloomfield Hills, Michigan, with his wife Amy and their sons, Brian and Jack. He enjoys spending time with family and friends and engages in activities such as golfing, boating, snowmobiling, hunting, and shooting sporting clays. He volunteers as a board member for the Great Lakes Boat Building School and the Les Cheneaux Islands Association.

Minting Huang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Huang provides comprehensive wealth management solutions including family wealth management strategies, liquidity management, retirement planning, and portfolio management services. Huang collaborates closely with clients to understand their financial goals and develop personalized strategies to pursue those objectives. Huang holds a Bachelor's Degree from Beijing Institute of Technology and a Master of Business Administration (MBA) from the California State University System. Professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluency in English, Chinese, and Mandarin supports Huang's ability to serve a diverse clientele. In addition to professional responsibilities, Huang is involved with the Better Money Habits® community initiative. Personal interests include hiking, skiing, spending time with family, and traveling.

Harold Rotary is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 45 years of industry experience. His prior roles include long-term service at New Light Financial Group and positions at Infinex Investments, Regal Investment Advisors, and Regulus Advisors. Outside of advising, he is involved in music as an artist and musician and owns a website, Darb55.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services and employs a variety of investment strategies supported by advanced advisor-facing tools.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2021, she spent twelve years working at Ramko Distributing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s offerings focus on non-discretionary advisory services delivered through its Institutional Consulting Services program.

Andrew Upleger is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with LPL Financial since 2019 and concurrently operates Advantage Tax & Financial Services, providing tax preparation and accounting services. 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.

Shelby Budzeak is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Shelby held roles at Thrivent Financial and Thrivent Investment Management. 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 and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Thaddeus Crass is a financial advisor at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2024. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Keller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lynn Habrowski is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she owns a diesel mechanic business in Imlay City, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and strategies.