Andrew Shaffer is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior work experience in various roles, including at iMBranded and in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

Matthew Mazurek is a financial advisor at Robert W. Baird & Co. Inc. in Birmingham, MI, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and offers a range of investment strategies from traditional to complex allocations.

Mara Mc Kenzie is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various roles in education, retail, and hospitality sectors. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and brokerage services through multiple program sponsors and third-party managers.

Melissa Parkins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She has held roles at Raymond James Financial Services, Inc. since 2012 and has been involved with Southworth & Wilson, Inc. since 2018 in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicole Bell is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Hantz Financial Services for 10 years before joining Raymond James in 2023. 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 that includes individuals, institutional and pension plans, and charitable organizations, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Cook is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Wealth Management, and Northwestern Mutual. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Ohman is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999 and also has ties to Roney & Co. since 1998. 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 wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Philip Maniaci is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 26 years. Based in Clinton Township, MI, he has maintained a consistent career at the firm since 2000. Outside of his advisory work, he owns a small business crafting and selling handmade cutting boards. 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, institutions, charitable organizations, and municipal entities, offering financial planning, advisory programs, and institutional consulting while utilizing a range of portfolio management styles and affiliated research.

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.

Christopher Austin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2009. 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. As part of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

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 in Clinton Township, MI, holding Series 63 and Series 65 credentials and 21 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 fellow advisor Ralph Koss. Saverino has a background that includes working at Clear Channel since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.