Brandon Harris is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he served in the US Army for 22 years. Outside of his advisory role, he has been involved in several business ventures, including a minority ownership in a pizza franchise, acting as a trustee for a family-owned shirt company, and assisting with a digital application company owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a broad network of financial advisors and branch offices across the United States.

Tobey Miller is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at Scottrade and TD Ameritrade before joining LPL Financial in 2018. Outside of his advisory role, Miller is involved in a music ministry, providing music lessons and performances. 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 financial planning and advisory programs, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Jon Russell is a Series 66 licensed financial advisor at Raymond James & Associates with 22 years of industry experience. He previously worked at Bank of America and Merrill for a total of 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves as a committee member for South Lyon Travel Basketball, a youth basketball program. 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, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jennifer Bessen is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She previously worked at Hantz Financial for 13 years before joining Ameriprise Financial Services in 2017. Outside of advisory work, she serves on the Board of Directors of the University of Detroit Moms Club and is involved in tax planning and business expense tracking activities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income stability and tax-aware withdrawal strategies.

Jill Tiell is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Riccardo Selva is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc., as well as teaching and performing music since 1994. He is also engaged as a music performer and teacher for churches and schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to different client needs.

Daniel Sherry is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at Ford Motor Company and Wipro Limited. Outside of his advisory role, he serves on the Board of Directors and Finance Committee for Tipping Point Theatre. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Heather Hernesko is a Financial Advisor at Merrill Lynch Wealth Management. She joined the Kulhavi Team in 2018 as the Business Manager after spending four years as the Client Relationship Manager. Heather has dedicated the past 16 years to the financial industry. Her expertise lies in personalized wealth management and comprehensive financial planning strategies. She works closely with individuals, families, and business owners to develop customized solutions that address investments, retirement planning, tax considerations, and legacy goals. Heather holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Heather completed her high school education at Caro High School. Outside of work, she lives in Royal Oak with her daughter Haley, son RJ, and dog Maddie. She is involved with the Alzheimer's Association, Detroit Dog Rescue, and St Jude's.

Ronald Hernesko is a Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2011 after earning a Bachelor's degree in Accounting/Management from the Purdue University Krannert School of Management. Ron holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his role, Ron manages the Covered Call, Investing for Growth, and Investing for Income equity strategies. He also contributes to implementing the high-yield and international equity strategies and handles Initial Public Offerings for the team.

Mark Schneider is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. 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 range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Alicia Crafts is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to develop customized financial plans tailored to their goals and preferences. She emphasizes collaboration and a holistic approach to financial planning aimed at providing flexibility and peace of mind. Alicia has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held various positions at TCF Bank from 2016 to 2020, including Assistant Branch Manager and Branch Supervisor. She began her banking career as a Branch Teller at both CCF Bank and TCF Bank. Outside of her professional work, Alicia enjoys bowling, family activities, parenthood, and reading.

Christopher Walker is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He partners closely with clients to develop financial plans tailored to their individual goals and circumstances, utilizing Fidelity's technology and platform to simplify complex financial planning. Christopher's professional experience spans over a decade and a half in the financial services industry. Prior to joining Fidelity, he served as Vice President, Financial Advisor at Huntington Financial Advisors from 2013 to 2024. Earlier in his career, from 2007 to 2013, he was a Licensed Insurance Sales Representative with State Farm Insurance. Outside of his professional work, Christopher has personal interests that include cars, family activities, and golf.

John Dulude is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked for Crown Capital Securities, LP for 13 years before joining LPL Financial in 2024. Outside of advising, he is involved in tax preparation and accounting, and holds a role providing non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michele Dimovski is a Series 66-licensed financial advisor with UBS Financial Services in Plymouth, MI, where she has worked since 2007, totaling 17 years of industry experience. Outside of her advisory role, she has engaged in food delivery as a side job. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Adam Pashak is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach involves a centralized team producing recommendation reports that integrate investment research and algorithmic tools, with implementation carried out by clients or their advisors.

Richard Weinerman is a financial advisor with Osaic Wealth, Inc. based in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside his advisor role, he is involved with Impact Financial Planning, LLC as Partnership Manager, overseeing business operations including financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Nicholas Conner is a financial advisor with Raymond James & Associates in Novi, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes long tenures at Merrill and Bank of America. Outside of advising, he owns Meadowbrook Holdings LLC, through which he holds a private aircraft. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Oscar Garner is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has held roles at Michigan State University’s Finance Department and Altria. Garner also worked with Oakland Hills Country Club and Bloomfield Hills Schools prior to joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gerald Fenby is a financial advisor at Cambridge Investment Research Advisors with 57 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role, he has been involved with Fenby-Stein Inc. since 1982 and also leads the Jerry Fenby Band, an entertainment group active since 1963. In addition to his advisory work, he owns Fenby Stein Entertainment, a business focused on booking entertainment and musicians. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Derek Du Bois is a Series 66-licensed financial advisor with Raymond James Financial, based in Northville, MI, and has four years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc. and Smith and Associates (Ameriprise Financial). He has been involved as an advisor in training with Center Street Wealth Strategies. 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 institutions. The firm offers customized, non-discretionary planning and consulting supported by risk profiling and analytical tools, and maintains unique municipal advisory capabilities and specialized programs for employer retirement plans.