Christopher Cook is a Series 66-licensed financial advisor with Merrill in Bloomfield Hills, MI, with three years of industry experience. His prior experience includes roles at Bank of America and Northwestern Mutual. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Philip Ohman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James & Associates since 1999 and has been affiliated with Roney & Co. since 1998. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm offers wealth advisory planning and investment consulting services to a diverse client base, including individuals, pension plans, corporations, and government entities, providing non-discretionary planning and portfolio recommendations through a range of firm-sponsored programs and institutional consulting.

Alicia Schonberger is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial in Troy, MI. She worked at Fidelity Investments for ten years before a period away from the industry and has been with LPL Financial since 2025. She is involved in divorce financial planning through Lylac Divorce Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

John Cooper is a financial advisor with Primerica Advisors, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2013. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies supported by third-party asset managers and custodians.

Earnest Jackson is currently serving as the Branch Leader at Fidelity Investments, a position he has held since 2025. He has developed a career within Fidelity Investments, progressing through various roles including Workplace Planning & Advice Leader, Client Service Leader, Talent Champion & Onboarding Coach, and several consultant positions since 2012. His professional experience encompasses leadership and development of financial professionals, with a focus on delivering service aligned with clients' financial goals. Earnest's roles have involved coaching, client service, workplace planning, and investment solutions. Outside of his professional responsibilities, Earnest engages in family activities and enjoys football, golf, parenthood, and traveling.

Philip Maniaci is a financial advisor with Raymond James & Associates in Macomb, Michigan, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2000. Outside of his advisory work, he owns a small business making and selling cutting boards as a hobby. Raymond James & Associates provides financial planning and investment consulting 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 through both non-discretionary and discretionary advisory programs and has notable capabilities in public finance and municipal services.

Mark Frye is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Spire Investment Partners, W & R Insurance Agencies, and Waddell & Reed Inc. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a broad range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Thaddeus Vannice II is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as Vice Chairman on the Board of Directors for Elder Law of Michigan and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling techniques to deliver non-discretionary recommendations tailored to clients’ financial situations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Wise is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Osaic Wealth, Inc. and has previously worked at Woodbury Financial Services Inc. and SII Investments. In addition to his advisory work, Wise teaches the investments course in the CFP Program at Oakland University and serves as Vice President of Advanced Planning Educational Group, Inc. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals and charitable organizations, through a broad network of financial advisers. The firm employs a comprehensive investment approach using asset-allocation tools, risk-tolerance assessments, and third-party management solutions to construct portfolios across multiple asset classes.

Joseph Saverino is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Raymond James since 2005 and is also a partner and owner of Pilot Financial Group LLC, a business formed in collaboration with a fellow advisor for select office and business purposes. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations, with a notable emphasis on municipal and public finance services.

Mario Lepore II is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2000. Outside of his advisory work, he is an owner of an industrial valve sales business and serves as a U.S.A. Hockey official. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mackenzie Cauffiel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she works closely with individuals and families to develop personalized wealth plans. She joined Merrill Lynch in 2023 and focuses on retirement planning and income strategies, managing new wealth, and women and wealth. Mackenzie prioritizes client education and advises the next generation of entrepreneurs, leaders, and skilled professionals. She holds a Bachelor of Arts degree in Finance from Michigan State University and has been a financial services professional since 2018. Mackenzie holds her Series 7, 63, and 65 FINRA registrations and carries the Personal Investment Advisor (PIA) designation. Prior to joining Merrill Lynch, she spent five years in private banking advising ultra-high net worth clients, endowments, and foundations. Mackenzie is involved in several professional organizations including BasBlue, the Detroit Economic Club, and serves as Co-Chair of Inforum's Emerging Professionals Affinity Group. She resides in Berkley with her husband, Hamilton, and enjoys spending time with her family, reading, running, and traveling.

Monica Siebert is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has worked at Franklin Templeton and Hantz Financial Services prior to joining Baird in 2021. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

K. Jones is a financial advisor at UBS Financial Services with 31 years of industry experience. Holding Series 65 and Series 63 credentials, Jones has been with UBS since 2013. Outside of advising, Jones serves as treasurer for the Golf Cottage I Association condominium association in Lewiston, MI. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocation tailored to client goals.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Gina Cetnar is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently affiliated with LPL Financial since 2009. She holds a Series 66 license and is based in Troy, MI. In addition to her advisory role, she is engaged in writing a book and has established a business entity related to successful money management seminars. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Bradley Fischer is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 1997 and also has been involved with Trygreen Chemlann since 1989. Outside his advisory role, Fischer serves as a trustee for a family revocable trust. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

David Runyon is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a hockey coach for Cranbrook Schools, a private foundation in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and offering access to extensive retail and institutional investment services.

Carrie Syrett is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Thrivent Financial and Citizens Bank. Outside of advising, she is an organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue operation. LPL Enterprise serves a wide range of clients including individuals, retirement plans, nonprofits, corporations, and institutional investors through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products via an integrated platform.

Gurdeesh Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.