Nicholas Jallos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Ashley Yashin is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

David Holliday III is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Brett Jackson is a CFP® with 18 years of industry experience, currently serving at OSAIC Wealth, Inc. He previously worked at firms including PNC Investments LLC, LPL Financial LLC, and Parkland Securities. In addition to his advisory role, he acts as a Senior Regulatory Analyst for MARKET SHARE INC., assisting financial professionals with compliance and regulatory requirements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Hannah Lakian is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked as a High Net Worth Financial Advisor at Vanguard from 2022 to 2026. Hannah focuses on building trusted relationships with her clients, emphasizing empathetic listening and collaborative dialogue to support their unique financial goals. In her approach, she prioritizes understanding individual client priorities and promotes informed decision-making through thoughtful conversations. Outside of her professional responsibilities, Hannah enjoys activities such as spending time at the beach, boating, participating in social events with friends, playing softball, and traveling.

Meghan Gazzola is a Series 66-credentialed financial advisor at Fidelity with 14 years of industry experience. She has been with Fidelity in various capacities since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Joseph Toth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial, OSAIC Wealth Inc, and Equitable Advisors LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stacy Moskowitz is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Emerson (ASCO, L.P.) for a total of six years with a brief period of unemployment in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms, supported by technology tools to assist advisors.

Michael Fitzmorris is a CFP®-certified financial advisor with Ameriprise in Ann Arbor, MI, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Fitzmorris serves as Treasurer and board member of Child Care Network, a local nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anjanette Nickoloff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Massoglia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2011 and previously spent six years with First Allied Securities, Inc. In addition to his advisory role, he is involved in tax preparation, accounting, and bookkeeping through Massoglia Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.

Brent Richards is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Ameriprise and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Deborah Dilloway is a financial advisor at Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and with 20 years of industry experience. She worked at UBS Financial Services for 15 years before joining Raymond James in 2026. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Travis Smith is a financial advisor at LPL Financial with seven years of industry experience. He has previously worked at Ameriprise and The Huntington Investment Company, and holds Series 63 and Series 66 licenses. Outside of advising, he is also a commissioned notary in Livonia, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.

Joseph Biscaro is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at C&U Americas and Robert Bosch. Biscaro is also involved in a non-variable insurance agency based in Hillsdale, MI. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities, using model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Frank Stewart is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes over 30 years with Huntington National Bank and related investment companies before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients nearing or in retirement.

Cole Misuraca is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ceros Financial Services, Flexible Plan Investments, and Equitable Advisors LLC. Outside of finance, he works part-time in event serving at Zuccaro's Banquets and Catering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing program.

Tiffany Tufenkjian is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at JPMorgan Chase Bank, Eca Science Kit Services, Bateel, Coldstone Creamery, and The Gold Smith Gallery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Hycki is a financial advisor with Ameriprise in Novi, MI, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including long tenures at Cambridge Investment Research Advisors and Genesis Financial Partners. He is also president of Hycki Toth Inc., a business focused on the development and implementation of client financial plans. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Nitish Kulkarni is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, Citizens Bank, and United Wholesale Mortgage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund selection, and customized performance reporting, with clients retaining final decision-making authority.