Jon Petoskey is a financial professional with 27 years of industry experience. He currently works at Cetera and holds Series 63 and Series 66 credentials. His prior roles include positions at Minnesota Life Insurance Company, Securian Financial Services, and VALIC Financial Advisors. Outside of his advisory work, he is involved with Wealth Strategies Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services using multiple program structures and third-party managers.

Danielle Vergona is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joshua Slusarczyk is a Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been working in the financial consulting field since 2013, with previous roles at Raymond James from 2018 to 2022 and at E*TRADE from 2013 to 2018. Joshua focuses on understanding clients' entire needs and goals through a holistic approach to investing. He collaborates with clients to develop plans aimed at achieving their retirement objectives. Outside of his professional work, Joshua has personal interests that include golf, spending time at the lake, parenthood, and soccer.

Michele Verlinden is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 2000 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Prebish is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Lincoln Financial Advisors for 18 years before joining OSAIC in 2025. In addition to her advisory role, she offers disability insurance, fixed/indexed annuities, and traditional life insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, providing integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party relationships to construct portfolios tailored to clients’ needs, including discretionary and non-discretionary management options.

Leilani Jacobson is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she partners with clients to develop personalized financial plans aimed at achieving their long-term goals and building reliable retirement income. She emphasizes tailoring each plan to the unique needs and wants of her clients and focuses on building lasting relationships based on trust and transparency. Prior to her current role, Leilani worked at E*TRADE Financial, where she served as a Branch Service Representative from 2019 to 2022 and as a Senior Financial Service Representative from 2018 to 2019. This experience has contributed to her knowledge and expertise in financial services and client relationship management. Outside of her professional work, Leilani enjoys attending concerts, cooking and baking, outdoor adventures, skiing, traveling, and spending time with her pets.

David Browne IV is a Series 66 licensed financial advisor with Ameriprise in Novi, Michigan, and has four years of industry experience. His prior work includes roles at Colbert Hills Golf Course and The First Tee, as well as tax preparation support through Clarity Tax Professionals, LLC. He has been with Ameriprise and its related entities since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Brian Kerber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that reflect clients' individual goals and adaptable market conditions. Drawing on investment insights from Merrill and the banking and lending services of Bank of America, he aims to help clients pursue their long-term financial objectives through tailored wealth management solutions. Kerber holds multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Master's Degree from Wayne State University and a Bachelor's Degree from Michigan State University. Committed to community involvement, Kerber follows the Merrill tradition of active participation and volunteers with organizations in the communities he serves. His approach emphasizes one-on-one collaboration to create financial strategies aligned with clients’ personal ambitions.

John Reyes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2004 and has gained extensive experience through roles at several firms, including J.P. Morgan Securities LLC and TD Ameritrade, Inc. His career path includes positions such as Financial Consultant, Financial Advisor, Investment Consultant, Personal Banker, and Financial Services Associate. John works closely with clients to develop and implement financial plans tailored to their specific goals. He emphasizes the importance of client involvement in monitoring and adjusting financial strategies over time to align with their unique objectives. Outside of his professional role, John enjoys activities such as baseball, comedy, concerts, family activities, music, and running.

Jeremiah Rupp is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he works alongside clients and his team to develop and refine tailored wealth strategies, focusing on simplifying complexity, protecting assets, and helping clients pursue their long-term financial goals. He has been with Fidelity Investments since 2015, serving in several capacities including Financial Consultant, Investment Consultant, and Investment Solutions Representative. This progression reflects his experience and expertise in wealth planning and investment consulting. Outside of his professional work, Jeremiah enjoys attending concerts, fishing, exploring food, spending time with pets, reading, and traveling.

Natalie Norman is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and 27 years of industry experience. She has worked with Raymond James Financial Services since 2007 and has been the branch manager and owner of Natalie V Craig & Company Wealth Advisors LLC since 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and technology-driven solutions.

Nicholas Schneider is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. Schneider is also involved in The Schneider Group, a business entity related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services, supported by proprietary and third-party research and model portfolios.

Lawrence Weiner is a financial advisor with OSAIC and holds the PFS™ and Series 63 designations. He has 29 years of industry experience, including 17 years at American Portfolios and over three decades operating his own CPA practice. In addition to his advisory work, he continues to prepare tax returns for select clients through his firm, Weiner Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

John Prebay is a financial advisor at Stifel with 33 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2004 to 2020. Outside of his advisory role, he is a member of 28411 Capital LLC, which invests in private equity funds. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Thai Vi Pham is a financial advisor with Robert W. Baird & Co. in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. Prior to joining Baird in 2018, Pham worked at Wells Fargo Clearing from 2016 to 2018 and Wells Fargo Advisors LLC from 2009 to 2016. Pham is part of The DDK Group, a team within Baird’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 discretionary and non-discretionary management, using a range of strategies from traditional allocations to complex investments.

Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice rooted in modern portfolio theory. The firm’s IPS-driven approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when advising clients.

Jason Lira is a financial advisor with LPL Financial in Canton, MI, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and also operates Schultz & Associates, PLC, providing tax preparation and accounting services in addition to investment-related work. 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, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options.

Brianne Walsh is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Oppenheimer & Co Inc for six years and has additional experience with Beaumont Health and Eastern Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.

Rebecca Lamacchia is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles outside the financial sector at Panera Bread and Grand Valley State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.