John Schuch is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 credential. His work history includes roles at Voya Financial Advisors, Inc. and J.J. Astor Financial. Outside of his advisory work, he is a sailing instructor at Bayview Yacht Club, teaching basic sailing on Lake St. Clair and the Detroit River. Cetera serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and a range of program options.

Scott Sumner is a financial advisor with LPL Financial, holding a Series 63 designation and over 19 years of industry experience. He previously worked at Sigma Planning Corporation for 16 years and has operated Sumner & Associates since 1991. Outside of advising, he is involved in legal services through Sumner & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gerald Dooley is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Eric Singer is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and data analytics.

Kelly Lawrence is a financial advisor with Edward Jones in Clinton Township, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner of a local business in Ira Township, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large network of financial advisors and branches, as well as its integrated trust and securities-based lending services.

Craig Balter is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Rochester, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Kaitlyn Vollbach is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to that, she held roles at Plastic Omnium and Kaplan, Mills, Katzman, Klein, and Koterba, PC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client outcomes.

Capri Pointer is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, Costco Warehouse, and the Bureau of Workers Compensation. Merrill, along 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, pension plans, corporations, and charitable organizations.

Patrick Mc Fawn is a CFP® with 44 years of experience in the financial services industry. He is currently a financial advisor at Raymond James Financial Services Advisors, Inc., where he has worked since 2010. He also serves as an officer and vice president of McFawn Financial Holding Company, LLC. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Justin Schueneman is a financial advisor at Osaic with a Series 66 designation and experience at multiple firms since 2019. He previously worked at Equity Services, Inc. and Preferred Financial Partners, and also has a background involving the University of Detroit Mercy. OSAIC Wealth serves a diverse group of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, providing a range of programs including financial planning, managed portfolios, and retirement plan consulting.

Nicholas Shaheen is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked with Producer Resources, Inc., and has been involved with Cambridge Investment Research, Inc. since 2020. Outside of finance, he is active as a musician and has authored a children’s book. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary services across multiple platforms.

David Harden is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he partners with clients to design goals-based financial strategies that align with their individual financial objectives. He has accumulated experience in the financial industry through various roles, including Financial Solutions Advisor at Merrill from 2018 to 2020, Investment Consultant at Scottrade from 2016 to 2018, and Private Client Banker at JPMorgan Chase from 2010 to 2016. Outside of his professional career, David has interests that include bowling, cars, family activities, and golf.

Daniel Ryan is a financial advisor at Edward Jones in Clarkston, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at Midland Tool and Supply for three years and Milwaukee Tool for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

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 credential and four years of industry experience. His prior work includes roles at Zhang Financial, Plante Moran, Herbert Financial Group, and Ascent Aerospace. He has also worked at Western Michigan University and Emagine Entertainment outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and operational tools.

Bradley Thomas is a CFP® professional with 21 years of experience in financial advising. He is currently with OSAIC and has held prior roles at Thomas Financial Company LLC and FSC Securities Corporation. He is a partner at Thomas Financial Company LLC, which markets life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and multiple implementation options including third-party managers and proprietary strategies.

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 two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and oversight controls.