Keegan Mistry is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Garry Penta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

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.

Lorraine Lalicata is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 15 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research, with notable capabilities in municipal advisory services and comprehensive employer advisory programs.

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.

Renee Mietelski is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2011. She has been with Fidelity Investments for 27 years, serving in various roles including Financial Consultant, Investments Consultant, Client Service Specialist, and Senior Tax Customer Service Specialist, among others. Throughout her career, Renee has focused on building relationships with clients to understand their financial goals, preferences, and concerns. Her extensive experience at Fidelity spans from retirement representation to financial consulting, allowing her to create comprehensive financial plans aimed at providing clients with peace of mind and supporting the lifestyles they aspire to maintain. Renee's approach emphasizes collaboration with clients to tailor strategies that align with their individual needs. Outside of her professional responsibilities, Renee enjoys beach activities, family time, fitness, social events with friends, music, and parenthood.

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.

Michael Conti is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. His prior experience includes seven years at Bank of America and Merrill. He is based in Novi, Michigan. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Russell Bisinger is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2023 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Russell worked as a Financial Advisor at Edward Jones from 2017 to 2021. Russell holds insurance licenses in Arkansas and California, demonstrating his qualifications to provide insurance-related financial advice. He focuses on helping clients achieve their unique financial goals through tailored investment solutions. Outside of his professional responsibilities, Russell enjoys spending time with friends and attending social events. He also has interests in hiking, traveling, and caring for pets.

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.

Quinten Garcia is a financial advisor with Merrill holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, N.A., G4S Secure Solutions, and Wireless Revolution of Sprint. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ralph Bryant Jr. is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Bryant is also the owner of Bryant Management, LTD, a business through which he managed his practice and received rent from other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Eric Ciokajlo is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Troy Vanden Bosch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple Raymond James entities since 2013 and operates VandenBosch Capital Management as an independent business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools, supports municipal and public-finance work, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Ali Fayad is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience serving families, executives, and retirees in Michigan. He specializes in retirement planning, portfolio management, and long-term wealth preservation, focusing on guiding clients through retirement readiness, portfolio optimization, and family wealth management strategies. Ali began his career as a credit and equity analyst before joining Merrill Lynch, where he has held roles including Senior Vice President and Wealth Management Advisor. He holds a bachelor's degree in Finance from the University of Michigan and maintains series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He has shared his expertise as a featured speaker on retirement planning strategies at the SAEA 2024 Conference in Metro Detroit. Born in Beirut, Lebanon, Ali resides in Dearborn, Michigan with his wife Maha and their four children. He has been active in the community, previously serving as co-chairman for the American Arab Professional Network (AAPN). Outside of work, Ali enjoys golfing, coaching his daughter's soccer team, and spending time with his family.

David Spirl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is a member of the investment committee for the Western Wayne County Conservation Association, where he reviews the club’s investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard.

Joseph Binder is a CFP® professional with 20 years of experience in the financial services industry. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he serves as a trustee for multiple family and non-family trusts. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance channels to implement client recommendations.

Lisa Mcinerney is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that address their unique goals and evolving market conditions. Lisa leverages the investment insights of Merrill and the banking services of Bank of America to offer a comprehensive approach to wealth management. Her areas of expertise include education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Lisa holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Michigan State University and graduated from Lakeland High School. Lisa resides in Bloomfield Hills with her husband, Steve, and their two children, Lily and George. She is committed to community involvement and volunteers with local organizations. In her personal time, she enjoys dancing, practicing yoga, and spending time with her family.

David Grieco is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with professionals, business owners, and their families to help build, manage, preserve, and transfer wealth based on their unique financial circumstances. His approach focuses on goals-based wealth management and integrates services in investments, lending, and credit to pursue desired financial outcomes. David's experience encompasses serving a select group of clients including high net worth families, business owners, medical doctors, corporate executives, and retirees. He helps clients navigate financial challenges such as retirement planning, estate strategies, tax minimization, business succession planning, and philanthropic giving. To support his clients comprehensively, he coordinates with their attorneys, accountants, and other advisors. He holds a Bachelor's Degree from Hillsdale College and a Master's Degree from Wayne State University. David carries the Personal Investment Advisor (PIA) designation. He is actively involved with the Hillsdale College Alumni Board and the Hillsdale College President's Club. Outside of work, he enjoys adventure sports, biking, fishing, golfing, hunting, skiing, and traveling.

Raymond Crue Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.