Christopher Kneale is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, MI, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Thaddeus Podmokly II is a financial advisor with Primerica Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered percentage-based fee model.

Gregory Talpey is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Inc. and The Prudential Insurance Company of America. He has been with Morgan Stanley since 2016, including time at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

David Tyler is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, David worked as a Financial Adviser at Allstate Insurance Company, as a Wealth Management Consultant at The Phoenix Companies, and as a Financial Adviser at Edward Jones. David specializes in guiding clients through an extensive financial planning process that addresses their personal goals, investment needs, and risk tolerance. He is committed to helping clients create long-term financial plans and regularly monitors and updates these plans in collaboration with clients to help avoid common financial mistakes.

Brandon Cholagh is a financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Mitchell Swayze is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2007, including Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as a board member on the finance committee for the Alpha Phi chapter of Delta Sigma Phi, a national fraternity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning services incorporate structured discovery conversations and firm-approved tools, with an emphasis on customized planning and advisory support.

Andrew Bocknek is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS Painewebber Inc. since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nancy Ingles is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley since 2021, including time with Morgan Stanley Private Bank, N.A. Prior to her financial services career, Ingles was employed at Mercy College for eleven years. Outside of her advisory role, she is involved in various activities including consulting for an online retail company, vocal performance with Box 5 Entertainment, and participation in community and religious organizations such as the Spiritual Life Center and Unity East Church. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Bryan Casebere is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has held roles at Raymond James since 2018 and previously worked at J.P. Morgan Securities for six years. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Stephen Gorski is a financial advisor with Equitable Advisors in Rochester Hills, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves as treasurer of a homeowners association and is involved as a life settlement broker. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Erin Gunnell is a CFP® certified financial advisor with 22 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services INC and SII Investments Inc, and has served as a producer at Platinum Wealth Management Group since 2011, where she offers fixed insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Da Vonne Powers Sr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining UBS in 2023, Powers worked at JP Morgan Securities and Wealth Trac Financial among other roles. Outside of financial services, Powers is a firearms instructor and general partner at Spartan Tactical Security, LLC, and also owns a clothing design business focused on men's formal wear. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and tailored financial planning based on proprietary research and model-based asset allocations.

Steven Mc Fawn is a financial advisor with Raymond James Financial in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He is also involved with McFawn Financial Holding Company, LLC, where he serves as an officer and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and features a unique affiliation with a municipal advisor to support municipal and public finance work.

Robert Rutkoske is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial (formerly Linsco Private Ledger) for 26 years. Outside of his advisory role, he occasionally sells fixed insurance products and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced research to support diversified investment strategies.

Massimo Scaccia is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A. and Azimuth Capital Management. J.P. Morgan Securities LLC 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 recommendations.

Ryan Radyko is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with various Raymond James entities since 2011. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research options.

Gregory Schink is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 18 years of industry experience. He has previously worked at Bank of America, Merrill, and has been affiliated with Village Park since 2010. Since 2023, Schink has also served as an adjunct professor at Indiana University’s Kelly School of Business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Suszan is a financial advisor with Raymond James Financial in Birmingham, MI, holding Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked with Raymond James Financial Services since 2002 and owns a support company, Mark Suszan Inc. 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 plans, corporations, and institutional clients, utilizing analytical tools and tailored planning approaches.