Christopher Denis is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He has progressed through various roles at Fidelity, starting as a Financial Representative in 2023, then moving into positions as an Investment Consultant and Financial Consultant before assuming his current role. In his work, Christopher focuses on assisting individuals and families in identifying and striving to achieve their financial goals through an individualized planning process. His efforts are centered on helping clients accumulate and protect their wealth using sound investment strategies. Outside of his professional responsibilities, Christopher enjoys attending concerts, exploring culinary experiences, following football, participating in social events with friends, watching movies, and spending time with pets.

Erik Burger is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2017 and has been with Morgan Stanley Smith Barney LLC since 2014. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets and utilizing structured planning tools such as Monte Carlo simulations to model financial outcomes.

Benson Frost is a CFP®-certified financial advisor with 16 years of industry experience, currently practicing at Ameriprise in Birmingham, MI. His prior roles include positions at The Huntington Investment Company, Morgan Stanley, Bank of America, Merrill, LPL Financial, and Mass Mutual Investors Services. He serves as a board member and committee member for Cub Scout Pack 1730. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Daniel Thomas Jr. is a CFP® with 45 years of industry experience, currently with OSAIC in Troy, MI. He has worked at ING Financial Partners Inc. since 2004 and owns Thomas Financial Group LLC, which he has operated since 1997. Outside of his advisory work, he serves as a director on the board of a condominium association in Florida, where he participates in governance but does not handle finances. OSAIC serves a diverse range of clients including individual and institutional investors, providing integrated brokerage and advisory services supported by firm-developed asset allocation tools and access to third-party investment platforms.

Damoni Ealy is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to develop financial strategies tailored to their unique goals and circumstances. His approach emphasizes understanding what clients and their families value most, with the aim of helping them pursue their financial objectives. Damoni holds a Bachelor's Degree from Grand Valley State University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through his role at Merrill Lynch, he facilitates access to global investment resources as well as credit, lending, and banking services offered by Bank of America.

Nicole Morgia is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill Lynch Pierce Fenner & Smith since 2016. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Justin Hessler is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked for NYLIFE Securities LLC and New York Life Insurance Company from 2023 to 2026. Outside of his advisory career, he has been involved with Papa Bee Farms since 2018. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and participation in a wrap program.

Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.

John Downey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Kellie Champagne is a financial advisor with LPL Enterprise, holding the Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as a decade at Ken-Rich Concrete Lifting. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Thomas Warner is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Equitable Advisors, LLC, AXA Advisors, LLC, and InvestWise Wealth Management, INC., where he cultivated client relationships and offered advisory services through Caitlin John, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive technology and a network of more than 22,800 advisors.

Yan Yang is a Series 66-licensed financial advisor with LPL Enterprise in Troy, MI, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, Yan worked at R2O Insights and held roles at Hannover Reinsurance, Munich Reinsurance, and Blue Cross Blue Shield of Michigan. Yan also teaches at Michigan State University. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven and emphasizes access to third-party asset managers and model portfolios.

Amy Niedzwiecki is a financial advisor with Fidelity Investments, holding a Series 66 designation and six years of industry experience. She has been with Fidelity Brokerage Services LLC since 2020 and joined Fidelity Investments in 2025. Prior to her advisory career, she was an independent Amazon merchant from 2019 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment strategies.

Victoria Mady is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2021 and has also worked in various roles related to tennis and education, including involvement with the Detroit Tennis Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, specializing in tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Grant Fodor is a financial advisor with Edward Jones in Lake Orion, MI, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he serves as president of Fodor Family Farm, LLC, a hobby farm and retail business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Lindsey Irish is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley before joining Merrill and its parent company Bank of America. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Nathan Poplars is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Equitable Advisors and completed an internship at Michigan Financial Companies. Outside of his advisory roles, his work history includes various positions during and after his time at Michigan State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment portfolios.

Riley Stesiak is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 credential and four years of industry experience. His prior roles include positions at United Wholesale Mortgage, Monarch Textile Rental Services, and Morgan Stanley’s Lukas Cohen Retirement Planning Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching them to various program models and discretionary managers, utilizing both proprietary and third-party investment solutions.

Geoffrey Thompson is a CFP®-designated financial advisor with LPL Financial, based in Bloomfield Hills, MI, and has 33 years of industry experience. He has been with LPL Financial since 2010, following a brief tenure at UBS Financial Services earlier that year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational and research tools.

Leonard Brunkey is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 37 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has been associated with Keystone Financial Services since 1995. Outside of investment advising, he is an independent insurance agent and provides various client services including estate planning support, bookkeeping, and assistance with funeral arrangements through Keystone Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services delivered through independent advisors and provides multiple platform options, proprietary and third-party strategies, and services tailored to client objectives.