Dimitri Hountalas is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera and JPMorgan Chase. 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 portfolios, third-party asset management, and institutional platforms.

Kirk Yackle is a financial advisor at Merrill with a Series 66 credential and recent entry into the industry. He previously worked at Delta College and held positions at UPS Store and Trugreen. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Kathleen Warunek is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as an election poll worker and co-chairman for the City of Riverview, assisting with voter check-in and compliance with state voting guidelines. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

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 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also has a concurrent role at JPMorgan Chase Bank, N.A. since 2011. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment management entities.

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 at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors for 18 years and FIFTH THIRD SECURITIES, Inc. for one year. In addition to her advisory work, she is licensed as an insurance agent offering disability insurance, fixed/indexed annuities, and traditional life insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network that includes broker-dealer, asset management, insurance, and trust affiliates.

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 at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools.

Lawrence Weiner is a financial advisor at OSAIC with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining OSAIC in 2024, he worked for American Portfolios for 17 years and operates a CPA and tax preparation business serving a small number of clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

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.

Michael Teller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank, he worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he coaches soccer with Coerver Coaching. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Thai Vi Pham is a financial advisor with Robert Baird & Co. in Ann Arbor, MI, holding a Series 66 designation and 24 years of industry experience. Prior to joining Baird in 2018, Pham worked at Wells Fargo Clearing from 2016 to 2018. Pham is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts and overlay management, supported by internal research and use of artificial intelligence, with approximately $394 billion in assets under management as of December 31, 2025.

Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 11 years at Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.