Joseph Kelly is a financial advisor with Merrill in Sylvan Lake, Michigan, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Merrill since 2009 and also with Bank of America since 2010. Outside of his advisory role, he owns Misneach Caim, LLC, a business organization, and serves as an advisory board member for Coral Springs Resort, a nonprofit entity. 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, utilizing internal and third-party managers.

Glen Walborn is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he volunteers with the Plymouth Lions Club and the St. Vincent DePaul Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional plans, and municipal entities. The firm offers financial planning and consulting services through a variety of portfolio management styles and supports its advisors with extensive research and model management options.

Joseph Petrovich is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies for six years before joining Osaic. Outside of his advisory role, he serves as Director of Advisor Services at Michigan Financial Companies, providing firm-wide support and compliance training to advisors and staff. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and discretionary management options supported by a range of tools and third-party programs.

Gianna Cuda is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with LPL Financial since 2010. She operates out of Bingham Farms, MI. In addition to her advisory role, she dedicates time to Future Benefits Corporation, an entity related to her LPL business. 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, and institutional platforms, supported by a broad network of over 22,800 advisors.

Evan Mackavich is a financial advisor at Osaic with a Series 66 credential and less than one year of industry experience. His background includes roles at Michigan Financial Companies and various positions outside finance, including involvement in the food and construction industries. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, with a large-scale platform supported by a complex affiliate network and private-equity ownership.

Jeffrey Myslinski is a financial advisor with LPL Financial holding Series 63, 65, and 66 licenses. He has worked at LPL Financial /52 Blue Wealth since 2026 and previously operated Myslinski CPA PLLC and worked at William Molnar Roofing, Inc. outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets across a large advisor network.

Michael Ralston is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles from Intern to Financial Representative, Investment Consultant, and Planning Consultant before his current role. Michael partners with clients to understand their financial objectives and develop customized plans tailored to their unique needs. He emphasizes building strong relationships with families based on trust, reliability, and consistent communication.

Brandon Hughes is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. He has held roles at Michigan Pension & Financial, Inc. and Cambridge Investment Research, Inc. Prior to his advisory career, he worked at Slippery Rock University and Westinghouse Electric Company. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Keaton Hirsch is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Capstone Partners. Hirsch has also been affiliated with Charles Schwab Bank and Charles Schwab since 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Shelby Wilson is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Wilson worked at JPMorgan Chase and Starbucks, and was affiliated with the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning solutions.

Akiko Cox is a financial advisor with Osaic and holds a Series 66 credential. She has 10 years of industry experience, including roles at Royal Alliance Associates, Inc., where she has worked since 2018, and SII from 2016 to 2018. Cox is a member of the Japanese Business Society of Detroit. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, advisor-managed portfolios, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Judith Hernandez is a CFP®-certified financial advisor with 34 years of industry experience. She is currently with LPL Financial and has worked at several firms including The Financial Planning Group, Commonwealth Financial Network, and Cadaret Grant & Co., Inc. Outside of her advisory work, Hernandez is also a fitness instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and a variety of investment strategies, backed by extensive operational and research tools.

Christina Mick is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. In addition to her advisory role, she manages office operations and client support for Dunleavy Wealth Management as a sole proprietor. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various platforms. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with a range of investment strategies and third-party manager options.

David Long Jr. is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Farmington Hills, MI. He has 20 years of industry experience, including roles at Merrill from 2006 to 2009 and 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, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Thomas Warner is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Equitable Advisors, LLC, AXA Advisors, LLC, and InvestWise Wealth Management, INC., where he cultivated client relationships and offered advisory services through Caitlin John, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive technology and a network of more than 22,800 advisors.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2009, with a two-year period at Invest Financial Corporation from 2016 to 2018. 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 financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios, third-party subadvisors, and customized approaches.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.