Jean Charles Wilhelm is a financial advisor with Morgan Stanley in Troy, MI, holding CFP® and Series 66 designations and seven years of industry experience. His prior work includes roles at Ameriprise and Key Management Group, as well as a position at the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly and through corporate financial planning agreements.

Joseph Fisher is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, following a tenure at Morgan Stanley Smith Barney LLC beginning in 2010. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market outlook models.

Mikhail Youdin is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones in St Clair Shores, MI since 2014. He also works as an adjunct professor at the University of Detroit Mercy, teaching Economics courses both in-person and online. Edward Jones is a full-service wealth management firm that serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Lori Oancea is a financial advisor with Cetera, holding Series 66 and Series 63 designations and possessing 19 years of industry experience. Her prior roles include positions at Voya Financial Advisor, MassMutual, and Signator/JHFN SII. Outside of her advisory work, she serves as Director of Financial Planning for the Certified Financial Planner program at Oakland University and maintains a limited law practice focused on estate planning and probate through Horizon Legal Services, PLLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Neil Dylewski is the Vice President, Wealth Planner at Fidelity Investments, where he focuses on partnering with clients to understand their unique financial visions and long-term goals. He leverages his knowledge, experience, and Fidelity's resources to co-create and maintain personalized wealth plans tailored to clients' income, investment, and wealth transference needs. Neil has held multiple roles at Fidelity Investments since 2013, progressing from Financial Representative to his current position. His earlier experience includes serving as a Wealth Planner at Cambridge Investment Research from 2006 to 2010 and as a Financial Representative at Northwestern Mutual Investment Services from 2003 to 2006. Outside of his professional work, Neil enjoys cooking and baking, spending time with family, fitness activities, kayaking, music, and outdoor adventures.

Fritz Tompkins is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans tailored to their specific needs. He collaborates with clients to manage risk and create strategies that address wealth planning, insurance, investments, tax-efficient investing, and estate planning to help maximize family wealth. Tompkins has been with Fidelity Investments since 2011, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Stock Plan Consultant, and Core Service Trading Representative. This progression reflects his extensive experience in the financial services sector.

Kaelynn Veneri is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation. She has one year of experience in the industry, with prior roles at several firms including Framework E and Skillman Group PLC. Veneri has also worked as a real estate agent for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with an emphasis on structured financial planning supported by proprietary tools and models.

David Di Fiore is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023. Prior to that, he spent seven years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Sean Clancy is a CFP® and holds a Series 66 designation, currently affiliated with Cambridge Investment Research Advisors. He has seven years of industry experience and has previously worked at LPL Financial and Amrock. Outside of his advisory roles, he is involved as a youth basketball coach in Warren, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Dean Weaver is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Weaver is involved in several business ventures including ownership and management roles in real estate and a consumer products business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice and utilizes proprietary research and tools.

Fernando Aguirre De La Rosa is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Agia and VALIC Financial Advisors. He is also involved in a non-securities insurance product activity outside of his advisory role. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using a delivery model that leverages LPL-sponsored programs and endorsed third-party managers.

Preston Zale is a financial advisor with LPL Financial in Troy, Michigan, holding the Series 63 and Series 65 designations and bringing 48 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in beekeeping and honey sales and teaches beekeeping through the Southeastern Michigan Beekeeping Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Jason Firek is a CFP® professional affiliated with Raymond James & Associates, bringing 24 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in agriculture as an owner and partner in farm-related businesses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christine Bombard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and is also involved in tax preparation and accounting services through Bultynck & Co., PLLC, a CPA firm she has been associated with since 1990. Additionally, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform that supports customized investment solutions across various program structures and custodial relationships.

Stuart Mccormick is a CFP®-designated financial advisor with Raymond James & Associates, based in Birmingham, MI, with 27 years of industry experience. He has been with Raymond James & Associates for 23 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Sylvia Salloum is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2011, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2023. Prior to joining Fidelity, she worked as a Personal Banker at J.P. Morgan Chase from 2003 to 2008. Throughout her career, Sylvia has focused on building meaningful and lasting relationships with clients and their families to assist in pursuing their financial goals. She employs a team-based approach at Fidelity to provide comprehensive planning tailored to clients' unique needs and preferences. Together with her clients, she co-creates and maintains investment strategies aimed at providing peace of mind. Outside of her professional work, Sylvia's personal interests include family activities, food, social events with friends, parenthood, puzzles, and traveling.

Joseph Samples III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research. Outside of advising, he is an associate minister and trustee at Gethsemane Missionary Baptist Church, part owner of a non-medical in-home care franchise, and an author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a combination of advisory and brokerage services supported by research, model portfolios, and third-party managers.

Scott Hendrie is a financial advisor with Ameriprise in Allen Park, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeff Erdman is a financial advisor with LPL Financial and holds Series 65 and Series 66 licenses. He has 25 years of industry experience, including prior roles at Gordon Financial Advisory Services and FSC Securities Corporation. Erdman operates a business under Gordon Financial Advisory Services, which he has maintained since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Nakic II is a Series 66-licensed advisor at LPL Enterprise with no prior industry experience. His work history includes roles at Nino Salvaggio International Marketplace and United Wholesale Mortgage, along with several positions in education and retail. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.