Alicia Schonberger is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her prior roles include ten years at Fidelity Investments and earlier positions at Banc of America Investment Services, Ameriprise Advisor Services, and Choreo, LLC. She is involved in divorce financial planning through Lylac Divorce Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 network of over 22,800 advisors and substantial discretionary assets under management.

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.

Mark Frye is a financial advisor at Edward Jones in Rochester, MI, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Spire Investment Partners, Waddell & Reed Inc, and various insurance carriers. Frye has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Thaddeus Vannice II is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves as Vice Chairman on the Board of Directors for Elder Law of Michigan and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling techniques to deliver non-discretionary recommendations tailored to clients’ financial situations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Timothy Cooper Jr. is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. His background includes roles at Clemson University, Salvatore Scallopini, and educational positions at University of Detroit Jesuit High School and Derby Middle School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Mario Lepore II is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2000. Outside of his advisory work, he is an owner of an industrial valve sales business and serves as a U.S.A. Hockey official. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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.

Monica Siebert is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has worked at Franklin Templeton and Hantz Financial Services prior to joining Baird in 2021. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

K. Jones is a financial advisor with UBS Financial Services in Rochester Hills, MI, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. Jones serves as treasurer for the Golf Cottage I Association condominium association in Lewiston, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Gina Cetnar is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL, she worked at Investment Advisors International, Inc. for one year. She is also engaged in writing a book, an activity unrelated to her investment advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with operational and research tools.

Bradley Fischer is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with LPL Financial and its predecessor since 1997 and is also associated with Trygreen Chemlann, where he has been active since 1989. Fischer serves as a trustee for a revocable trust and sells non-variable insurance products through Aflac. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs both proprietary and third-party investment strategies.

David Runyon is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a hockey coach for Cranbrook Schools, a private foundation in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and offering access to extensive retail and institutional investment services.

Carrie Syrett is a financial advisor at LPL Enterprise with three years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Citizens Bank. Outside of her financial advisory work, she is the organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Meredith Atrasz is a Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional background includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Client Service Specialist at TD Ameritrade. Her approach focuses on helping clients improve their financial situation by aligning their plans with their goals and personal preferences. Meredith emphasizes collaboration that involves candor, openness to new ideas, accountability, and action. She aims to build life-long relationships with clients and their families to educate and empower them to make informed financial decisions. Outside of her professional work, Meredith has interests in cooking and baking, music, parenthood, puzzles, traveling, and yoga.

Steven Andriola is a financial advisor with Ameriprise Financial Services in Troy, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2009 in various capacities. Outside of his advisory role, he serves as president of the Tuesday Jr. House League, a sanctioned bowling league, where he reviews and audits league financials. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm employs a non-discretionary, research-driven approach focused on dependable income sources and tax-aware withdrawal strategies.

Leonard Ligotti Jr. is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. Prior to Merrill, he worked briefly at Banc of America Investment Services, Inc. and LaSalle Financial Services, Inc. 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 investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Peter Singler Sr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Woodbury Financial Services and Questar Asset Management, and he has maintained a tax preparation and accounting business since 1984. He provides tax and accounting services through his involvement with Altman & Company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program options.

David Gasper is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midnight Golf, a nonprofit after-school program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.