Jeremy Wade is a financial advisor at Edward Jones in Troy, MI, holding Series 63 and Series 66 licenses with 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved as a member and owner in several real estate entities managing commercial and rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Michael Genna is a CFA® charterholder currently with LPL Financial, where he has worked since 2024. He has two years of prior experience at Huntington National Bank and has held roles in the hospitality and entertainment industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs and financial planning services, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Kreager is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at VOYA Financial Advisors and Horizon Wealth Management. Kreager is also the owner and president of All City Financial, Inc., an S corporation focused on expense management, and serves as Director of Financial Planning for Horizon Advisers, which includes an educational component called Horizon Adviser University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to various investment strategies and custodial arrangements.

Mohanad Aabed is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Alsumo LLC, where he is involved in an e-commerce retail business. Outside of finance, he has worked as a rideshare and food delivery driver. 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.

Steven Bolek is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he is the owner of Detroit Sports Download LLC, a company focused on creating video content related to Detroit sports teams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jason Mlynarek is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2011, with a five-year period at CUSO Financial Services in between. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Reginald Harrison is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Harrisdirect LLC, and E*Trade Securities LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, providing advisory and brokerage services supported by an integrated platform that combines investment advice, financial planning, and access to insurance products.

Antonino Aluia is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that help pursue their long-term goals. Antonino focuses on areas including Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Legacy Planning, Managing New Wealth, Personal Retirement Planning, and Retirement Income. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. Antonino is also affiliated with the Sigma Nu Fraternity. Based in Shelby Township, Michigan, Antonino lives with his wife Katie and their three children. Outside of work, he enjoys spending time with family and friends, golfing, cooking, participating in sports such as football, boxing, soccer, running, and adventure sports, as well as traveling. He is engaged in community activities, reflecting the Merrill tradition of involvement in the communities served.

Lisa Volpari is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies that incorporate forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Zoya Gjonaj is a Financial Consultant currently working at Fidelity Investments since 2024. She is a Certified Financial Planner™ who focuses on building and preserving wealth for clients and their families. Zoya has held several roles in the financial services industry, including Chief Client Officer at Spartan Wealth Management from 2022 to 2024, Investment Consultant at Charles Schwab from 2021 to 2022, and Client Relationship Specialist at Charles Schwab from 2020 to 2021. Throughout her career, Zoya has gained experience in client relationship management and investment consulting. She aims to provide significant value and insight to each client she works with, drawing from her professional background and certification as a financial planner. As a second-generation American, she finds personal meaning in helping families secure their financial futures. Outside of her professional work, Zoya enjoys family activities, gardening, spending time with pets, reading, and writing.

Kristina Abro is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2012, following her graduation from Central Michigan University. In her role, Kristina employs a comprehensive approach to asset and liability management, focusing on creating personalized wealth management strategies tailored to each client's unique financial picture and goals. Her expertise covers a range of client focus areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Kristina holds the designation of Personal Investment Advisor (PIA), reflecting her professional qualifications in the financial sector. Kristina is also engaged in community involvement, following Merrill's tradition of service by volunteering with local organizations. Outside of her professional work, her personal interests include cooking, reading, skiing, watching movies, and practicing yoga.

Mikel Juncaj is a financial advisor with Fidelity Investments in Troy, MI, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at JP Morgan Chase and Linos North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction and includes oversight of affiliated and unaffiliated sub-advisers.

Dustin Mead is a financial advisor with LPL Enterprise, holding a Series 66 license and 14 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he has an ownership interest in Bear Claw Holdings, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Patrick Buschmohle Jr is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. He serves on the finance committee of De La Salle Collegiate School in Warren, MI, providing oversight on finances and capital campaigns. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Diana Freeburg is a CFP®-credentialed financial advisor with 32 years of industry experience, currently practicing at UBS Financial Services since 2013. She holds Series 63 and Series 66 licenses and is based in Farmington Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client strategies.

Julie Dewolf is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014. 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Paul Nassar is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized team for retirement income recommendations and draws on proprietary research and external data within a defined investment universe influenced by affiliated product relationships.

Richard Kwasnik is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to develop financial plans that align with their personal and family goals, emphasizing diligence, communication, and understanding throughout the process. He has been with Fidelity Investments since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to that, Richard worked as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2017 to 2021. Outside of his professional responsibilities, Richard has interests in cars, football, military service, running, and volunteering.

Kyle Tousain is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at MetLife Securities Inc. from 2015 to 2017. Tousain has been with Mass Mutual organizations since 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and providing recommendations without investment discretion.

Chad Rinke is a financial advisor with Edward Jones in Rochester, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Rinke serves as a trustee on the board of the Community Foundation of Greater Rochester and participates on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with more than 23,700 advisors and over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.