Gregg Panski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Merrill, and Bank of America. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Beth Brooks is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Millennium Business Systems and Citizens Securities. Brooks is based in Farmington Hills, MI, and has been affiliated with Cambridge Investment Research in various capacities since 2019. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Kelly Petrocella is a CFP® professional with 25 years of industry experience. She has worked at Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jill Governale is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party managers and supports trading, account administration, and custody.

Raymond Hopper is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Michael Bisbikis is a financial advisor at Morgan Stanley in Rochester, MI, holding a Series 66 credential. He has experience working at United Wholesale Mortgage and taught at both Northwood University and Lamphere High School prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Sankaran Sriram is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns Nomos Staffing Solutions, LLC, a business that processes payroll for his staff. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team in partnership with its financial advisors.

Melony Parker is a Series 66 licensed financial advisor with 20 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. She is based in Troy, MI. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Winkler is a financial advisor at Merrill in Farmington Hills, MI, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Plante & Moran from 2015 to 2017. 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.

Sophia Fazekas is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, specializing in asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Chi Richmond is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, with prior roles at Blumark Financial Advisors and Royal Alliance Associates. Outside of his advisory work, Richmond is also an independent contractor driver for UberEats. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Scott Suomela is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jordan Ingram is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored wealth management strategies to high-net-worth clients, focusing on areas including corporate benefits, executive compensation, family wealth management, personal retirement planning, portfolio management, and tax minimization. Jordan leverages his extensive market knowledge and experience to offer advice on estate planning, traditional banking, lending, and investments. Jordan began his career at the Chicago Board of Trade, where he managed U.S. Treasury cash and derivative positions and traded cash bonds and derivatives for over five years. After nearly a decade immersed in global markets and research, he transitioned to JP Morgan Private Bank, managing investment relationships for high-net-worth individuals for nine years. He subsequently joined Merrill Lynch, dedicating himself to client needs and simplifying complex financial situations. Jordan holds a degree in Finance from Oakland University and professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional commitments, Jordan coaches mini mite/mite hockey for the Birmingham Hockey Association and is involved with The Community House. He spends his free time with his wife, Sarah, and their three children, engaging in activities such as hockey, golf, and traveling.

Alexander Dinser is a CFP®, ChFC® professional with 19 years of industry experience. He is currently with Cetera and has held roles at Cetera Wealth Services, Horizon Advisers, and Voya Financial Advisors. Dinser is the owner of Dinser Financial Group and Horizon Advisers, which includes an educational platform called Horizon Adviser University. He also serves on the finance council of St. Mary Catholic Church in Royal Oak, MI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and advisory services through a multi-manager platform that includes discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Robert Rowling is a financial advisor with Equitable Advisors in Auburn Hills, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Rowling serves as the commissioner for Michigan Sting Hockey. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL platforms to deliver customized advisory solutions.

Richard Williams is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Carol Maisonneuve is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Stephen Bernardi is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America, N.A. since 2007. 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 plans, corporations, and charitable organizations.

Robert Diskin is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 designations. He has 35 years of industry experience and has owned and operated his own CPA firm since 1996. Diskin also serves as treasurer for the nonprofit Oxbow Lake Private Launch Association, overseeing its financial operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm delivers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.