Lori Oancea is a financial advisor with Cetera, holding Series 66 and Series 63 designations and possessing 19 years of industry experience. Her prior roles include positions at Voya Financial Advisor, MassMutual, and Signator/JHFN SII. Outside of her advisory work, she serves as Director of Financial Planning for the Certified Financial Planner program at Oakland University and maintains a limited law practice focused on estate planning and probate through Horizon Legal Services, PLLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Neil Dylewski is the Vice President, Wealth Planner at Fidelity Investments, where he focuses on partnering with clients to understand their unique financial visions and long-term goals. He leverages his knowledge, experience, and Fidelity's resources to co-create and maintain personalized wealth plans tailored to clients' income, investment, and wealth transference needs. Neil has held multiple roles at Fidelity Investments since 2013, progressing from Financial Representative to his current position. His earlier experience includes serving as a Wealth Planner at Cambridge Investment Research from 2006 to 2010 and as a Financial Representative at Northwestern Mutual Investment Services from 2003 to 2006. Outside of his professional work, Neil enjoys cooking and baking, spending time with family, fitness activities, kayaking, music, and outdoor adventures.

Fritz Tompkins is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans tailored to their specific needs. He collaborates with clients to manage risk and create strategies that address wealth planning, insurance, investments, tax-efficient investing, and estate planning to help maximize family wealth. Tompkins has been with Fidelity Investments since 2011, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Stock Plan Consultant, and Core Service Trading Representative. This progression reflects his extensive experience in the financial services sector.

Philip Dunham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience at the firm. He joined Merrill Lynch in 1979 and has dedicated his career to building relationships and supporting clients in achieving financial independence. His areas of focus include personal retirement planning, portfolio management services, and retirement income strategies. Philip graduated with honors from the University of Wisconsin at Madison in 1978, holding a bachelor's degree with a concentration in U.S. history and romance languages. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Philip enjoys reading, running, and swimming.

Kaelynn Veneri is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at several firms including Framework E and Skillman Group PLC. Veneri has also worked as a real estate agent for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and models.

Nora Kolar is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The London Kolar Group. She began her financial services career in 1995 and joined Merrill in 2009. Nora focuses on helping high-net-worth individuals manage various aspects of their financial lives, designing and implementing wealth management strategies to pursue short- and long-term goals such as college education planning, retirement preparation, and legacy planning. Nora holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College and an associate's degree from Oakland Community College. Her experience includes working with clients during significant life transitions and providing guidance in areas such as family wealth management, divorce transition planning, and managing new wealth. Her personal experience with her daughter's health challenges has informed her belief in the connection between financial planning and health, motivating her to help clients prepare for retirement without added worries. Outside of her professional role, Nora enjoys music, traveling, and spending time with her two children in Berkley, Michigan.

Anthony Simon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a partner on "The BDGSW Group", a team of investment professionals that combine their industry knowledge and the global resources of Merrill to provide a full range of wealth management services to clients. Anthony assists clients by helping them manage their wealth to meet individual or institutional investment needs, including retirement planning, investment planning, estate planning strategies, wealth planning, and risk management. He also has experience with corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Anthony holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at The Wharton School of The University of Pennsylvania. He also holds the Certified Private Wealth Advisor (CPWA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at the Yale School of Management. He earned a Bachelor's Degree in Finance from Michigan State University's Eli Broad College of Business. Originally from Grosse Pointe, Anthony has been with Merrill's Bloomfield Hills office since 2018. Outside of his professional role, Anthony is involved with the community organization Our Lady Star Of The Sea. He enjoys spending time with family and friends, supporting Detroit sports teams, golfing, boating, cooking, running, and traveling.

Peter Nagy is a CFP® professional with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch from 2009 to 2022. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, MI. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Dean Weaver is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Weaver is involved in several business ventures including ownership and management roles in real estate and a consumer products business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice and utilizes proprietary research and tools.

Lisa London is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. She began her career in 1985 and joined Merrill in 2009. Lisa specializes in helping clients simplify their financial lives through personalized wealth management strategies, addressing areas such as divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. She also works with small and mid-size companies to provide retirement products and services, including 401(k) plans, helping employers customize benefit programs to attract and retain employees. Lisa holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Plans Specialist℠ designation, and additional credentials including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College. Beyond her professional role, Lisa is involved in community volunteer activities through The London Group's participation with Bank of America. She enjoys biking, boating, golfing, hiking, music, and spending time with her family.

Jason Firek is a CFP® professional affiliated with Raymond James & Associates, bringing 24 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in agriculture as an owner and partner in farm-related businesses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Wendy Mc Millan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America Private Bank, Fidelity Investments, Deutsche Bank, and Wells Fargo Securities. She serves as a board member of The Garden Club of Michigan, where she helps administer and recordkeep to promote gardening knowledge. Merrill, along 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, and institutional accounts, supported by internal and third-party managers.

Anthony Cook is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and previously with LaSalle Financial Services from 2004 to 2007. 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 other institutions. The firm provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Albert Berger is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2016. Outside of his advisor role, he is involved with Princeton Harriman Insurance Solutions, providing insurance advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Sylvia Salloum is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2011, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2023. Prior to joining Fidelity, she worked as a Personal Banker at J.P. Morgan Chase from 2003 to 2008. Throughout her career, Sylvia has focused on building meaningful and lasting relationships with clients and their families to assist in pursuing their financial goals. She employs a team-based approach at Fidelity to provide comprehensive planning tailored to clients' unique needs and preferences. Together with her clients, she co-creates and maintains investment strategies aimed at providing peace of mind. Outside of her professional work, Sylvia's personal interests include family activities, food, social events with friends, parenthood, puzzles, and traveling.

Joseph Samples III is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors, among others. Outside of his advisory work, he is a part owner of a non-medical in-home care franchise, serves as a trustee and associate minister at his church, and is also an author. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Scott Hendrie is a financial advisor with Ameriprise in Allen Park, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeff Erdman is a financial advisor with LPL Financial in Troy, Michigan, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Gordon Financial Advisory Services since 2008 and FSC Securities Corporation from 2008 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and maintaining oversight of more than $819 billion in discretionary assets.

Peter Gibson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Over the past 10 years, he has focused on providing service and guidance in his clients' financial lives, emphasizing the development of personalized financial strategies that align with individual long-term goals. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter is a graduate of Wheaton College with degrees in Business Economics and Interpersonal Communication. He holds several professional designations, including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Peter is involved in community organizations such as Oakland Christian School, Pontiac Dream Center, and Woodside Bible Church. He contributes to career development and life skills programs, coaches basketball, and supports special needs initiatives. Outside of his advisory role, Peter enjoys activities including basketball, biking, golfing, hiking, hunting, music, reading, rock climbing, running marathons, and traveling.

James Vanek is a financial advisor with Equitable Advisors in Troy, Michigan, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2016 and previously with Axa Advisors, LLC from 2016 to 2020. Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs and third-party asset managers, focusing on tailored investment solutions based on client risk tolerance and personal information.