Robert Krut is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has spent most of his career at Wells Fargo-affiliated firms. Outside of his advisory role, he serves as a co-trustee of a family trust and works as a financial advisor at Princeton Harriman Insurance Solutions, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and leveraging proprietary research and tools to develop tailored recommendations.

John Findling is a financial advisor with Raymond James Financial in Livonia, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Raymond James Financial since 2011 and with Raymond James Financial Services, Inc. since 2001. Outside of advising, he manages his own support company, John Findling and Assocs, where he serves as branch manager and producer, and he is also an agent for GBU Financial, focusing on fixed annuities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive emphasis on advisory roles that support client decision-making rather than discretionary management.

William Connell II is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed, Life Guide Financial Consultants, and Plymouth Advisory Group. He has also taught at Schoolcraft College and been involved with the Michigan Opera Theater. 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, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Matthew Delisle is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Avery Ritz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Avery worked at W&S Brokerage and Western Southern Life and has a background that includes several years as a student. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios featuring mutual funds, ETFs, and ETPs.

Tricia Fitzsimons is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan Financial Companies and various positions unrelated to finance, such as managing a mobile detailing business and working at a trampoline park. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable accounts through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

Corey Townsend Jr. is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America since 2022 and 2023 respectively, and also held a program coordinator role at Consumer Advancement, an assisted living facility. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries with model-based and discretionary investment strategies.

Christian Mendyk is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2021. Prior to his career in finance, Mendyk held various positions outside the industry, including roles at Detroit Water Ice Factory and Fuzzy's Family Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Danielle James is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. In addition to her advisory role, Danielle has been affiliated with Wayne State University since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market models with research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Zachary Hueter is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Nolan Transportation Group, Sportsman's Warehouse, and multiple academic positions at Davenport University, Michigan State University, and Northwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Cummins is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is the owner and consultant for Future Reflections International Group. 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, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Jessica Leverenz is a CFP® professional with 12 years of experience in financial advising. She is currently with Cetera and has held roles at affiliated firms including LMR Financial Group LLC, where she is owner and president, and LMR Advisors LLC, where she serves as a financial advisor. Outside of her advisory work, she is involved in several nonprofit organizations, including serving as executive presidential assistant for JCI Michigan and as a board member of the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Mazey Wofford is a Financial Consultant at Fidelity Investments, where she works with individuals and families to develop customized financial plans. She emphasizes understanding each client's personal story to tailor strategies that help them prepare for their financial journeys. Mazey has held several roles in the financial industry, including Vice President Financial Consultant at Charles Schwab from 2023 to 2024, Financial Consultant at E*TRADE from Morgan Stanley between 2022 and 2023, and Private Client Advisor and Banker at JPMorgan Chase from 2007 to 2022. Outside of her professional work, Mazey enjoys spending time at the beach, engaging in family activities, exploring culinary experiences, following football, and traveling.

Brian Hanley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Larry Glanz is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm location. Outside of advising, he organizes a monthly educational meeting for small practitioner CPAs to earn continuing education credits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Totonchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career since 1997. He provides comprehensive wealth and portfolio management services tailored to high-net-worth individuals, corporations, and endowments. Daniel develops customized strategies that reflect clients' needs, objectives, and risk tolerances, aiming to help them achieve their long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified Portfolio Manager, he manages personalized and defined strategies on a discretionary basis. Daniel's expertise encompasses a broad range of client focus areas such as college education planning, family wealth management, services for endowments and foundations, and both defined benefit and defined contribution plan consulting. He is recognized for a comprehensive outcome-based wealth management approach that addresses clients’ personal priorities across health, family, home, work, giving, leisure, and finances. Daniel has been named to the Forbes “Best-in-State Wealth Advisors” list consistently from 2018 through 2025 and to the Forbes “Best-in-State Wealth Management Teams” list as part of the Tyranski, Totonchi, and Girdler Group from 2023 to 2025. Daniel holds a bachelor's degree from Central Michigan University. Outside of work, he resides in Bloomfield Hills, Michigan, with his wife Amy and their sons, Brian and Jack. He enjoys spending time with family and friends and engages in activities such as golfing, boating, snowmobiling, hunting, and shooting sporting clays. He volunteers as a board member for the Great Lakes Boat Building School and the Les Cheneaux Islands Association.

Minting Huang is a Financial Advisor specializing in comprehensive wealth management solutions tailored to individual client needs. Working within Merrill Lynch Wealth Management, Minting supports clients in areas such as family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Minting assists clients in building personal financial strategies that reflect their values and long-term goals, planning for retirement or exit strategies, and introducing unique financial opportunities and strategies. Minting holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minting earned a Bachelor's Degree from Beijing Institute of Technology and a Master of Business Administration (MBA) from the California State University System. Proficient in English, Chinese, and Mandarin, Minting is also involved with the Better Money Habits® community program.

Harold Rotary is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His career includes roles at Flagstar Bank, Infinex Investments, Regal Investment Advisors, Regulus Advisors, and New Light Financial Group. Outside of his advisory work, he owns a website, Darb55.com, and is active as an artist and musician with Yazoo Brothers. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by research and model portfolios.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2021, she spent twelve years working at Ramko Distributing. 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. The firm’s offerings focus on non-discretionary advisory services delivered through its Institutional Consulting Services program.