Ashley Stutzmann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Steve Madden, Ltd. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edmund Canlas Jr. is a financial advisor at Fidelity with 26 years of industry experience. He previously worked at TIAA for 18 years before joining Fidelity in 2025. Outside of finance, he works as a server at Ichiban Japanese Steakhouse in Ann Arbor, Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Russell Bisinger is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2023 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Russell worked as a Financial Advisor at Edward Jones from 2017 to 2021. Russell holds insurance licenses in Arkansas and California, demonstrating his qualifications to provide insurance-related financial advice. He focuses on helping clients achieve their unique financial goals through tailored investment solutions. Outside of his professional responsibilities, Russell enjoys spending time with friends and attending social events. He also has interests in hiking, traveling, and caring for pets.

Dijohn Gonzalez is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated 16 years of experience in the financial services industry, with previous positions including Private Client Advisor at JP Morgan Securities from 2021 to 2024, Financial Advisor at Merrill Lynch from 2020 to 2021, and Private Client Banker at JP Morgan Chase Bank from 2010 to 2020. Throughout his career, he has focused on providing financial guidance tailored to the unique needs of his clients. Gonzalez emphasizes building trust and cultivating strong client relationships, delivering proactive communication and financial strategies designed to empower individuals on their financial journey. Outside of his professional work, he is interested in family activities, fitness, food, parenthood, and traveling.

Mark Mueting is a financial advisor at UBS Financial Services in Ann Arbor, MI, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers a broad range of capital markets and fiduciary services.

Quinten Garcia is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, N.A., G4S Secure Solutions, and Wireless Revolution of Sprint. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Ciokajlo is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Ali Fayad is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience serving families, executives, and retirees in Michigan. He specializes in retirement planning, portfolio management, and long-term wealth preservation, focusing on guiding clients through retirement readiness, portfolio optimization, and family wealth management strategies. Ali began his career as a credit and equity analyst before joining Merrill Lynch, where he has held roles including Senior Vice President and Wealth Management Advisor. He holds a bachelor's degree in Finance from the University of Michigan and maintains series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He has shared his expertise as a featured speaker on retirement planning strategies at the SAEA 2024 Conference in Metro Detroit. Born in Beirut, Lebanon, Ali resides in Dearborn, Michigan with his wife Maha and their four children. He has been active in the community, previously serving as co-chairman for the American Arab Professional Network (AAPN). Outside of work, Ali enjoys golfing, coaching his daughter's soccer team, and spending time with his family.

David Spirl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is a member of the investment committee for the Western Wayne County Conservation Association, where he reviews the club’s investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard.

Joseph Binder is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at Equitable Advisors since 2005. Prior to the firm's rebranding, he worked under its former entity, Axa Advisors, LLC, for 15 years. Outside of his advisory role, he acts as trustee for several family and non-family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party asset managers, focusing on tailored advice through a network of Investment Adviser Representatives.

David Sarotte is a financial advisor with Ameriprise in Farmington Hills, MI, holding a Series 66 designation and 17 years of industry experience. He has been associated with Neal, Furlotte & Associates since 2005. Outside of his advisory work, he is involved with Furlotte Consulting Group, LLC, providing administrative support to his financial advisory practice. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and spent a year at Morgan Stanley in 2010. Outside of his advisory role, Dines serves as Treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 with a focus on research-driven investment strategies.

Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and UBS Financial Services. Anderson serves as a Green Committee member at Meadowbrook Country Club, participating in coordination between the golf course superintendent, members, and board. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology through its Investment Strategy Group to provide forward-looking investment analyses and asset allocation guidance.

Kenneth Highet is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 40 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, Wells Fargo Clearing, and Harrisdirect LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary SMAs and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Mary Nolan is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill Lynch, Bear, Stearns, and J.P. Morgan Chase. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Robert Ventour is a financial advisor with Cetera Financial Specialists LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Berthel Fisher & Company Financial Services and HD Vest Investment Services. Outside of advising, he serves as a music director and musician, providing oversight and development of a church music department since 1984. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary strategies.

Carolynn Bridges is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial in Plymouth, MI. Her career includes roles at Bank of Ann Arbor, City Center Financial, and Sagepoint Financial, among others. She also works as a remote data entry contractor outside of her advisory responsibilities. 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 range of financial planning and asset management services through a large network of advisors, utilizing various investment strategies and supported by advanced research and operational tools.

Brian Sommer is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Ameriprise in Ann Arbor, MI. He has been with Ameriprise and its affiliated entities since 2005. Sommer also manages an advisory business through RNB Greenlight LLC. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Melissa Profitt is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She previously worked at Comerica Securities for over three decades and spent several years at Ameriprise before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management strategies supported by proprietary research and model manager options.

William Fay is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and having 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Waddell & Reed, Inc, as well as involvement with various insurance carriers. He is also a co-owner of Fay-Hilbert Resort, LLC, a family-owned entity established for estate planning and liability purposes. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.