Sheryl Liskiewicz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Lewis Rowe is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding the Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through Institutional Investment Consulting, an independent advisory firm he started in 2019. Rowe has additional experience with Citizens Securities, Inc. and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Rebecca Gieseking is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Roberts is a financial advisor at Equitable Advisors with 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Roberts serves on the board of his local Salvation Army church and its Echo Grove Camp, providing business advice and community outreach support. Equitable Advisors serves individual, high-net-worth, retirement plan, 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 both an SEC-registered investment adviser and broker-dealer, working primarily through program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Stacey Pressel is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she collaborates with clients and their Wealth Management Advisors to develop financial plans tailored to their needs and goals, while delivering customer service. Her career at Fidelity Investments began in 2009 as a Financial Representative. She then served as a Relationship Manager from 2012 to 2021 before assuming her current position. This progression reflects her experience within wealth management and client relationship roles.

Todd Green is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm serving individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm emphasizes managed accounts and uses algorithmic automation overseen by a specialized committee to generate tailored retirement income plans.

Charles Kaschalk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Michigan Schools & Government Credit Union and Huntington Investment Company. Kaschalk is also involved with The Retirement Agency and Prosperity Advantage Marketing in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Hiba Chehab is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She has previously worked at Bromberg & Associates and in a medical office setting prior to her current role. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jennifer Blizinski is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Merrill since 1993 and also serves Bank of America, NA, where she has worked since 2009. Outside of her advisory role, she acts as executor for two estates in Warren, Michigan. 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.

Christopher Nelson is a financial advisor at Merrill with 11 years of industry experience. He has held his current role since 2017 and previously worked at MSI Financial Services, INC. for one year. Nelson holds the Series 66 designation and is based in Bloomfield Hills, Michigan. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michael Rubino is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. Prior to joining LPL Financial in 2024, he spent 27 years at Centaurus Financial, Inc. He is also the owner of a business called GRANPA WARHAMMER and operates a fish and hunt club in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Amy Cole is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models to assist in developing personalized plans.

Sean Norton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 16 years of industry experience. He has worked at Merrill since 2020, following positions at Wells Fargo and Paychex. Outside of his advisory role, he holds power of attorney for his mother. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with varying portfolio implementations to suit different client needs.

Jason Van Duyn is a Series 63 licensed financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2009. He operates out of Rochester, MI, and holds involvement in several business activities including running a tax preparation and accounting firm and managing a wealth and tax strategies practice. He also rents office space to local professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting, utilizing a combination of discretionary and non-discretionary management alongside model portfolios and research from LPL Research and third-party subadvisors.

Sheetal Patel is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2017, following a prior role at Morgan Stanley Smith Barney. Outside of her advisory role, she is involved in a family-owned hotel business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, using a centralized consulting team to deliver research-driven, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Austin Farah is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at UBS Financial Services and J.P. Morgan Securities. He is a passive shareholder in Persepolis Company, a personal investment business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and public entities. The firm offers financial planning and consulting with a diverse set of portfolio management styles and notable municipal advisory services.

Charles Harris is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2026, he held roles with several NFL teams including the Detroit Lions, Miami Dolphins, Atlanta Falcons, Carolina Panthers, and Philadelphia Eagles. He also worked at the University of Missouri from 2013 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a registered commodity pool operator, advisory work with multiple registered investment companies, and the use of AI-driven methodologies in its investment process.

Grace Dostie is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has previously worked at InTouch Credit Union and Target. Grace is based in Birmingham, MI. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to develop tailored financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing both wealth management and institutional trading capabilities.

James Reinhart is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ and Series 63 designations and has been associated with Cetera since 2004. Reinhart also owns Reinhart Financial Services, LLC. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third‑party managers through a multi‑manager platform.

Marshall Bell is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to this, he spent 33 years at Citigroup Global Markets. Outside his advisory role, he is involved as an investor with SSJ Investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools, serving clients primarily in an advisory capacity.