Karen Strickland is a CFP® and Series 66 registered financial advisor with UBS Financial Services in Troy, MI, where she has worked since 2015. She has 10 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

Brandon Weatherford is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at Fidelity Investments, Flagstar, Infinex Investments, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and model portfolios built from mutual funds, ETFs, and ETPs.

James Vanek is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory work, Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Eric Zimmerman is a financial advisor with Ameriprise in Warren, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of advising, he owns Zimco Management, Inc., which is used for tax and payroll purposes, and works as a sales representative for Vector Marketing on a limited basis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated tools with advisor input and emphasizes a broad range of advisory, brokerage, and insurance solutions.

Shannon Psotka is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Andrew Mullins is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 credential and has worked solely with Baird since 2018, including a brief role at DuBois Bookstore in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Tyler Thurston is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Banker at Flagstar Bank from 2019 to 2021. Throughout his career in the financial industry, Tyler has developed experience in building trust and rapport with clients to identify their priorities and collaborate on financial plans aimed at achieving their goals. Tyler's approach centers on understanding what is important to his clients to co-create effective financial strategies. Outside of his professional work, he has interests in fitness, social events, golf, outdoor adventures, running, and soccer.

Scott Thomas is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Royal Alliance Associates, INC. and operated Thomas Financial Group since 2009. Thomas is involved in life, accident, and health insurance and fixed annuity business, as well as participating in a private securities transaction with AdvisorShare. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and risk assessment methods to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joel Mallery is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides custody, underwriting, and capital markets services through its platform.

Yvette Wicker is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding a Series 63 designation and 21 years of industry experience. She has worked at Wells Fargo Advisors since 2021 and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

John Bueno is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the board of Trinity Health Oakland and is involved as a partner in several investment-related ventures, including Crypto Ceramics, LLC and Bueno Enterprises, LLC. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Daniel Zweng is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 license and has one year of industry experience. His prior work includes roles at Jeff Poosch Financial Services/Prospera Financial Services and running a landscaping business for eight years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Nastashia Young is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses, and has one year of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is an author with Zinnia Multimedia and Marketing and is involved in mortgage and real estate services through Zinnia Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, asset management, and brokerage services through an integrated platform that combines advisory programs with other financial products.

Jacob Bultynck is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Advisors, Cetera ADVISORS LLC, and his own firm, Bultynck & Co., P.L.L.C. Outside of financial advising, he has been involved with entrepreneurial ventures such as TwentyMilligrams LLC and previously with Pure Roots and Icon Valet. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Sarah Mulrenin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. She previously worked at Merrill and is currently involved with S.R. Brown LLC, where she supports financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advice supported by advanced analytical tools.

Nikolas Highducheck is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in retail and education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated accounts.

Michael Yee is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Ameriprise since 2009, serving in various capacities over more than a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, delivering written recommendation reports and ongoing advice related to income sources, withdrawal strategies, and Social Security options.

Joseph Panfil is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his work at LPL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products within an integrated platform.

Zuberi Thomas is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2002. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allen Rosin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1979 and currently assists clients by helping them build wealth management strategies tailored to their individual needs. Allen emphasizes a comprehensive approach to managing wealth, focusing on listening to clients and supporting informed decision-making throughout the development of their financial strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Allen earned a Bachelor's Degree from Michigan State University. His approach includes offering contrarian fixed income portfolio management through the Merrill One Investment Advisory Program.