Michael Fleischer is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Thomas Mahfet is a financial advisor with LPL Financial in Auburn Hills, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Zhang Financial, Plante Moran, Herbert Financial Group, Ascent Aerospace, Western Michigan University, and Emagine Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Bradley Thomas is a financial advisor with OSAIC based in Bloomfield Hills, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including long tenures at Thomas Financial Company LLC and FSC Securities Corporation. Thomas is also involved in life insurance and retirement planning through his role as a partner at Thomas Financial Company LLC and ownership of related LLCs. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of investment types.

Matthew Tribul is Vice President and Branch Leader at Fidelity Investments, where he has held leadership roles since 2014. In his current capacity, he develops, leads, and inspires professionals dedicated to assisting clients with their financial goals. Prior to becoming Branch Leader, he served as Assistant Branch Manager from 2012 to 2014 and as a Financial Consultant from 2003 to 2012. Over his tenure at Fidelity Investments, Matthew has gained extensive experience in financial consulting and branch management.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s tools.

Brent Bosart is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He has been with RBC Capital Markets since 2021, including a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party investment managers.

Rupinder Chawla is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Chawla worked at Bank of America for eight years. Chawla holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Melanie Daugherty is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates Global Investment Committee estimates and Monte Carlo simulations.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Peter Ciavaglia is a financial advisor with LPL Financial in Rochester Hills, MI, holding CFP® and ChFC® designations with 26 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in harness horse racing through an LLC that he solely manages. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research, with both discretionary and non-discretionary management options.

Brian Lamb is a financial advisor with Raymond James & Associates in Beverly Hills, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients, with a notable emphasis on public finance and municipal work.

David Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently with Stifel since 2010. He holds Series 63 and 65 licenses and is based in Rochester, Michigan. Outside of his advisory role, he serves on the Elder Board at Rockpointe Community Church, providing spiritual direction and strategic guidance. Stifel serves a broad range of individual and institutional clients, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

Jeremy Wade is a financial advisor at Edward Jones in Troy, MI, holding Series 63 and Series 66 licenses with 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved as a member and owner in several real estate entities managing commercial and rental properties. 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 solutions and is notable for its extensive network of advisors and branches, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Michael Genna is a CFA® charterholder currently with LPL Financial, where he has worked since 2024. He has two years of prior experience at Huntington National Bank and has held roles in the hospitality and entertainment industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs and financial planning services, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Kreager is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at VOYA Financial Advisors and Horizon Wealth Management. Kreager is also the owner and president of All City Financial, Inc., an S corporation focused on expense management, and serves as Director of Financial Planning for Horizon Advisers, which includes an educational component called Horizon Adviser University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to various investment strategies and custodial arrangements.

Mohanad Aabed is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Alsumo LLC, where he is involved in an e-commerce retail business. Outside of finance, he has worked as a rideshare and food delivery driver. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Bolek is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he is the owner of Detroit Sports Download LLC, a company focused on creating video content related to Detroit sports teams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Jason Mlynarek is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2011, with a five-year period at CUSO Financial Services in between. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Reginald Harrison is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Harrisdirect LLC, and E*Trade Securities LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, providing advisory and brokerage services supported by an integrated platform that combines investment advice, financial planning, and access to insurance products.

Antonino Aluia is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that help pursue their long-term goals. Antonino focuses on areas including Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Legacy Planning, Managing New Wealth, Personal Retirement Planning, and Retirement Income. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. Antonino is also affiliated with the Sigma Nu Fraternity. Based in Shelby Township, Michigan, Antonino lives with his wife Katie and their three children. Outside of work, he enjoys spending time with family and friends, golfing, cooking, participating in sports such as football, boxing, soccer, running, and adventure sports, as well as traveling. He is engaged in community activities, reflecting the Merrill tradition of involvement in the communities served.