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.

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.

James Cummins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 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 of Future Reflections International Group. 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, and public entities, providing financial planning, consulting, and municipal advisory services through a variety of portfolio management styles and proprietary research.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

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.

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.

Rance Thomas III is a financial advisor with Edward Jones in Ypsilanti, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at DTE Energy for eight years. He is also the owner of RT3 Solutions, LLC, a small business consulting firm based in Romulus, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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.

Tanner Hamilton is a Financial Advisor with Merrill Lynch Wealth Management, where he serves clients as a Merrill Financial Solutions Advisor. Tanner collaborates closely with clients to understand their financial goals and develop strategies for short-, mid-, and long-term objectives. He offers guidance on a range of topics including investing, retirement planning, and financial preparedness, and facilitates access to Bank of America specialists for additional banking, credit, home financing, and small business services. Tanner's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds the designations of Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). Tanner earned a Bachelor's Degree from Michigan State University and is involved with the Infinite Multisport Triathlon Club. He also participates in community activities with Common Ground. In his personal time, Tanner engages in biking, golfing, hiking, music, running, soccer, swimming, and traveling. His approach to financial advising emphasizes understanding clients' priorities to create tailored strategies that adapt as their needs evolve.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Shelby Budzeak is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Shelby held roles at Thrivent Financial and Thrivent Investment Management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Patricia Keller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Lynn Habrowski is a financial advisor with LPL Financial, holding a Series 66 credential and over 22 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she owns and operates Diesel Dealers LLC, a diesel mechanic shop in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.