Jill Governale is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies constructed by internal and third-party managers and supports trading, account administration, and custody.

Raymond Hopper is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

David Hill is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 15 years of industry experience. His prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, and Q3 Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Sankaran Sriram is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns Nomos Staffing Solutions, LLC, a business that processes payroll for his staff. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team in partnership with its financial advisors.

Melony Parker is a Series 66 licensed advisor with Wells Fargo Clearing in Troy, MI, and has 20 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Winkler is a financial advisor at Merrill in Farmington Hills, MI, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Plante & Moran from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sophia Fazekas is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, N.A., Fifth Third Bank, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary, research-driven advisory program.

Bonnie Anderson is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. She previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated Anderson Family Financial since 2005, which includes providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing various investment strategies and leveraging technology to support its network of over 22,800 advisors.

Scott Suomela is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. Suomela is based in Berkley, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard.

Ronald Barlow is a CFP®-designated financial advisor with LPL Financial in Farmington Hills, MI, bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a notary public, providing document notarization for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various financial planning and portfolio management options, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Kimberly Jamieson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. Prior to joining OSAIC in 2018, she worked at several firms including Signator Investors Inc, Strategic Investment Advisors, Inc., and B. Riley Wealth Management. She is also the owner of Jamieson Wealth Management LLC and is involved as a financial planner at Michigan Financial Companies–Golden Legacy Wealth Management, where she focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through multiple programs and affiliated entities. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

Jordan Ingram is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored wealth management strategies to high-net-worth clients, focusing on areas including corporate benefits, executive compensation, family wealth management, personal retirement planning, portfolio management, and tax minimization. Jordan leverages his extensive market knowledge and experience to offer advice on estate planning, traditional banking, lending, and investments. Jordan began his career at the Chicago Board of Trade, where he managed U.S. Treasury cash and derivative positions and traded cash bonds and derivatives for over five years. After nearly a decade immersed in global markets and research, he transitioned to JP Morgan Private Bank, managing investment relationships for high-net-worth individuals for nine years. He subsequently joined Merrill Lynch, dedicating himself to client needs and simplifying complex financial situations. Jordan holds a degree in Finance from Oakland University and professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional commitments, Jordan coaches mini mite/mite hockey for the Birmingham Hockey Association and is involved with The Community House. He spends his free time with his wife, Sarah, and their three children, engaging in activities such as hockey, golf, and traveling.

Alexander Dinser is a CFP®, ChFC® professional with 19 years of industry experience. He is currently with Cetera and has held roles at Cetera Wealth Services, Horizon Advisers, and Voya Financial Advisors. Dinser is the owner of Dinser Financial Group and Horizon Advisers, which includes an educational platform called Horizon Adviser University. He also serves on the finance council of St. Mary Catholic Church in Royal Oak, MI. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and advisory services through a multi-manager platform that includes discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Richard Williams is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following a brief tenure at Wells Fargo Clearing in the same year. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

Carol Maisonneuve is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2016. 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 services, and manages approximately $2.74 trillion in client assets.

Robert Diskin is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 designations. He has 35 years of industry experience and has owned and operated his own CPA firm since 1996. Diskin also serves as treasurer for the nonprofit Oxbow Lake Private Launch Association, overseeing its financial operations. 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, institutions, and nonprofits. The firm delivers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anil Kapoor Jr. is a Series 66-licensed financial advisor with Merrill, where he has worked for 13 years. He has a total of 14 years of industry experience and also serves on the National Advisor Board of The Salvation Army. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Scott Efrusy is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2021 as well as Horizon Advisers, where he serves as an operations analyst. He is also the owner of Efrusy Financial Group LLC, an expense management business, and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to various investment strategies and program structures.

Michael Klassa is a CFP® professional with 31 years of industry experience, currently advising at Ameriprise in Novi, MI. He has been with Ameriprise and its affiliated entities since 2005. Klassa is also the owner of Life & Legacy Wealth Advisors, LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by an institutional platform.