Colleen Schon is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she serves as a board member and fundraiser for the nonprofit Funding the Future and is treasurer of The Alexander Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Shondra Decker is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior work includes roles at Lamb Dairy and Prudential Insurance Company of America. In addition to her advisory work, she is employed outside the industry at Louie's Family Restaurant. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to various investment programs through advisory and brokerage channels.

Kent Ballard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2011. Ballard also owns Ballard Wealth Group, a marketing name used for his branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Benjamin Norrito is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Table 74 and Central Michigan University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a model that incorporates LPL-sponsored programs and multiple endorsed TAMPs.

Craig Pasini is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years with Southwest Securities Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Earnest Jackson is currently serving as the Branch Leader at Fidelity Investments, a position he has held since 2025. He has developed a career within Fidelity Investments, progressing through various roles including Workplace Planning & Advice Leader, Client Service Leader, Talent Champion & Onboarding Coach, and several consultant positions since 2012. His professional experience encompasses leadership and development of financial professionals, with a focus on delivering service aligned with clients' financial goals. Earnest's roles have involved coaching, client service, workplace planning, and investment solutions. Outside of his professional responsibilities, Earnest engages in family activities and enjoys football, golf, parenthood, and traveling.

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.

Daniel Accardo is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he collaborates with families to develop comprehensive financial plans using Fidelity's innovative planning tools and investment strategies. He focuses on creating financial plans that align with the goals important to each family. Daniel has been with Fidelity Investments since 2007 and has held various roles including Financial Representative, Investment Representative, Retirement Solutions Representative, Retirement Relationship Manager, Financial Consultant, Vice President, Wealth Planner, and currently Vice President, Private Wealth Management Advisor. His extensive experience encompasses wealth planning, retirement solutions, and investment advisory services. Outside of his professional work, Daniel has interests in cars, family activities, football, golf, movies, and traveling.

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.