Rob Martinez is a Financial Consultant at Fidelity Brokerage Services, LLC, where he assists individuals and families in pursuing their financial freedom through an individualized planning process. His work focuses on helping clients accumulate and protect their wealth by implementing sound investment strategies. Prior to his current role, Rob served as an Investment Consultant at Fidelity Brokerage Services from 2022 to 2024 and as a Financial Consultant at Equitable from 2021 to 2022. Rob's professional experience spans various aspects of financial consulting and investment advising, emphasizing personalized financial planning and wealth management. Outside of his professional pursuits, he engages in activities such as baseball, bowling, fitness, and golf.

Bradley Bastion is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Stifel Financial Corp, and Comerica Securities/Comerica Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Mason Gorris is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., as well as a one-year tenure at General Motors. Outside of his advisory role, Mason is involved in public speaking and educational seminars related to investing. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a wide network of advisors, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Terry Roth is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 high-net-worth individuals, institutions, and public entities, offering customized financial planning and investment consulting with a range of portfolio management options and affiliated research.

Ann Maile is a financial advisor at UBS Financial Services with 45 years of industry experience. She has been with UBS since 1989. Maile holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Michael Husak II is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Outside of his advisory role, he serves as treasurer for a 501(c)(3) charity supporting medical costs for feral cats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Mark Sutherland is a CFP®-credentialed financial advisor at LPL Financial with 42 years of industry experience. He has worked at LPL Financial since 2017, following roles at Ameriprise Financial Services and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nina Jackson is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining J.P. Morgan in 2020, she worked at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including co-owning BoxxBaby, a subscription-based infant and toddler clothing business, and ProperGirl, a digital lifestyle guide for women. 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 applying an ESG eligibility framework in its investment recommendations.

Sean Cooney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group. She has over 16 years of experience in the financial services industry, specializing in serving multi-generational, high net worth families and business owners. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports and entertainment. Angela joined Merrill in 2007 and earned the Chartered Retirement Planning Counselor (CRPC) designation in 2014. She holds an Associates in Business from Henry Ford College and is also a Personal Investment Advisor (PIA). Her approach focuses on fully understanding each client's needs, concerns, and priorities, and she emphasizes open communication within families to facilitate financial decision-making and education for younger generations. Active in her community, Angela volunteers with several charitable organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity for positive change in conflict-impacted areas. She also participates in the Downriver Community Band and the Tec-troit Electronic Music Festival.

Robert Grabiel is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has 13 years of industry experience, having worked with Mass Mutual Investors Services and Lau & Lau Associates since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative, annual engagements.

Eugene Valentine is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. Based in the Dearborn, Michigan office, he assists individuals, corporate executives, endowments, foundations, and non-profits with strategies related to investment management, tax minimization, retirement income, and philanthropic planning. His approach emphasizes aligning financial planning with clients’ personal goals, including education funding, retirement lifestyle security, and long-term family objectives. Gene holds both a bachelor's and a master's degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. Throughout his 38-year career, he has focused on simplifying complex investment concepts to help clients effectively manage their wealth. Outside of his professional role, Gene is active in charitable work, including seven years of involvement with the Ovarian Cancer Research Fund. He resides in Bloomfield Village, Michigan, and is a father of four children. His personal interests include cooking, music, and traveling.

Nick Nabors is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with clients to help them make financial decisions based on their priorities through a comprehensive financial planning approach that addresses long-term goals and identifies potential pitfalls. Nick has been with Fidelity Investments since 2018, serving in various positions including Wealth Planner, Financial Consultant, Investment Consultant, and Financial Representative. Prior to that, he was a Financial Advisor at Thrivent Financial from 2009 to 2017 and briefly held a position as an Internal Wholesaler at Raymond James in 2018. He holds a California Insurance License. Outside of his professional career, Nick's personal interests include family activities, fitness, golf, reading, running, and soccer.

Tyler Belanger is a financial advisor at Ameriprise in West Bloomfield, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Royal Alliance and Cerity Partners, as well as entrepreneurial activities with Makeshift LLC and Squeaky Shine Car Wash. He also has a background working with Michigan State University. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored recommendations primarily for assets managed within Ameriprise.

Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

Sarah Markeson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her professional background includes roles at JPMorgan Chase Bank, Ganz Group Inc, and other firms across several sectors. 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. The firm operates within the broader J.P. Morgan organization and offers a range of approved funds and strategies on a non-discretionary basis.

Allen Olender is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 designations. He has 35 years of industry experience, with prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Olender serves as a trustee for multiple family and friend trusts, several of which involve investment-related responsibilities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions across its offerings.