Sidhdharth Sheth is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services Inc. since 2008. He serves on the advisory committee of Orchard Lake Country Club, advising on financial operations, and has held board roles with Cranbrook, a private school, and Seen Magazine, a monthly social publication. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to deliver customized financial solutions.

Carolyn Kunik is a financial advisor at Merrill with 23 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Merrill since 2009. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and third-party managers, integrated within Bank of America’s broader platform.

Karen Balow is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with notable capabilities in public finance and municipal work.

Kelley Saros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, Michigan, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. Outside of his advisory role, he owns Trinitas Tax, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

Jason Buchan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served as the lead pastor at Northside Church, where he was involved in teaching, preaching, counseling, and managing the church’s operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Mark Fudold is a financial advisor at Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Adam Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Commonwealth Financial Network from 2007 to 2025 before joining Raymond James. Outside of his advisory role, he owns ACM Financial LLC, which he maintains for tax purposes related to his financial planning income. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services through a range of accounts and outside managers.

Sufia Choudhury is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. She also has experience in the cosmetics industry, having worked for Estee Lauder Mac Cosmetics for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other entities. The firm’s integration with Bank of America allows access to a broad set of financial products and services.

Michelle Schneider is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 credential and has worked at Merrill since 1998, concurrently affiliated with Bank of America since 2015. Outside of her advisory role, she is developing a travel advisory business, Calm Currents Travel LLC, where she is studying to create travel itineraries for friends and family. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Michael Van Brienen is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he is involved in independent insurance brokering with Guardian. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shondra Decker is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Lamb Dairy and Prudential Insurance Company of America. In addition to her advisory work, she is employed outside the industry at Louie's Family Restaurant. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to various investment programs through advisory and brokerage channels.

Salvatore Ventimiglia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2003. In addition to his advisory role, he is active as an independent insurance agent, selling fixed annuities and various health, life, and disability insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Benjamin Norrito is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Table 74 and Central Michigan University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a model that incorporates LPL-sponsored programs and multiple endorsed TAMPs.

Craig Pasini is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years with Southwest Securities Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Shaffer is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior work experience in various roles, including at iMBranded and in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

Matthew Mazurek is a financial advisor at Robert W. Baird & Co. Inc. in Birmingham, MI, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and offers a range of investment strategies from traditional to complex allocations.

Mara Mc Kenzie is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various roles in education, retail, and hospitality sectors. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and brokerage services through multiple program sponsors and third-party managers.

Melissa Parkins is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. She also supports operations at Southworth & Wilson, Inc. in a non-investment capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering financial planning and non-discretionary investment consulting supported by extensive firm resources.

Nicole Bell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Hantz Financial Services for 10 years before joining Raymond James in 2023. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with notable capabilities in public finance and municipal work.