Jackie Piper Fylak is a financial advisor at Charles Schwab with three years of industry experience. She has been with Charles Schwab since 2022 and previously worked at Hope Network for seven years. Outside of her advisory role, she took a year to focus on extended travel. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and a distinctive operational model.

Thomas Geving is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with LPL Financial since 2012. Geving is also associated with Best Innovation Consultants, an entity based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a wide range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Darrec Muraca is a financial advisor with Mass Mutual Investors Services in Southfield, MI. He holds the Series 66 designation and has three years of industry experience. His prior work includes positions at Continental Services and International Specialty Tube. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and delivers written recommendations without discretionary authority.

Courtney Bizzis is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS in 2021, she worked for six years at Ilitch Sports and Entertainment with the Detroit Tigers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisory work with proprietary research and model-based asset allocations.

Rebecca Davis is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Fidelity Investments, J.P. Morgan Securities, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jaclyn Borrow is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC, LPL Financial, and INVEST Financial Corp. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management programs, and insurance products via an integrated platform.

Stephen Killop is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and the AAA Dave Brown Insurance Agency. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Thompson is a financial advisor with LPL Enterprise in Troy, MI, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, State Farm Insurance, and Citizens Securities, Inc. Thompson serves as a board member for Detroit Recovery Project Inc. and conducts seminars and workshops with Operation HOPE, in addition to owning MTC Consultants, LLC. LPL Enterprise serves a broad range of clients—including individuals, retirement plans, charitable organizations, corporations, and institutional clients—through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Divisha Kapur is a financial advisor with Ameriprise Financial Services, LLC, holding ChFC® and Series 63 credentials and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, Kapur spent 21 years at Hantz Financial Services, Inc. Outside of advisory work, Kapur serves as CEO of Kapur Enterprises LLC and is involved in tax preparation management through Ideal Tax Solutions, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Allan Brunmeier is a financial advisor with OSAIC in Rochester, MI, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His prior affiliations include Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he serves as president of The Advisor's Resource Group, Inc., where he acts as an insurance agent specializing in fixed, disability, health, life, employee benefits, and long-term care products, and also assists clients with estate planning and notarization services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation tools, risk-tolerance assessments, and access to multiple investment platforms including third-party money managers.

Mary Lester is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and six years of industry experience. She has been associated with both Merrill and Bank of America since 2012. Outside of her advisory role, she works as a digital template designer for Silver Tree Creations LLC, a business registered under her spouse. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries under Bank of America’s agreements. The firm offers a range of model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.

James Pollard is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes 13 years at Fifth Third Securities before joining Merrill and Bank of America in 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional entities. The firm integrates investment management with Bank of America’s corporate platform, delivering access to a wide array of financial products and services.

Bassem Moez is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Moez serves as board secretary for Oakland International Academy, a volunteer role overseeing school operations in underserved communities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

Thomas Greer is a financial advisor with Cetera in Troy, MI, holding a Series 66 credential and possessing 20 years of industry experience. His prior experience includes a decade at Ameriprise Financial Services and more recent roles at Victory Wealth Group and Greer Financial Group LLC. Outside of his advisory work, he serves as an elder at Heritage Church of Macomb and assists with direct sales for a kitchen products business. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services. The firm supports discretionary and non-discretionary management options with access to both affiliated and third-party managers across various program structures.

Daniel Wisniewski Jr. is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Jason Stachura is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of investment experience. He specializes in personal retirement planning, portfolio management services, tax minimization, and retirement income. Jason and his team follow a planning-first approach, using a goals-based wealth management process to provide clients with a clear roadmap from their current financial situation to their desired future outcomes. Jason holds a Bachelor's Degree from the University of Detroit Mercy and a Master's Degree from Walsh College. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). His professional principles emphasize honesty, integrity, transparency, and a strict investment philosophy designed to limit conflicts of interest. Outside of his professional work, Jason enjoys boxing, ice hockey, running, soccer, and spending time with his family.

Diane Vertin is a financial advisor with Robert Baird & Co. in Rochester Hills, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 1998. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Edgar Jackson is a financial advisor with J.P. Morgan Securities LLC in Birmingham, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Citizens Bank, Citizens Securities, Edward Jones, and Clarfeld. Outside of finance, he serves as a board member and treasurer for the Detroit Alumni Chapter of Kappa Alpha Psi Fraternity, Inc., a nonprofit organization, and is involved in publishing Christian-based relationship management books. 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.

Jason Vogel is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI. He holds the Series 63 and Series 66 designations and has 15 years of industry experience, including six years at Edward Jones prior to joining Raymond James in 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutional clients, and government entities, offering non-discretionary planning and investment recommendations supported by extensive research and a broad affiliate network.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.