Steven Partyka is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliated entities since 2009. Partyka participates as a member of the Finance Committee at New City Presbyterian Church, where he assists with budget review and cost reduction proposals. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jennifer Delay is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm providing retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing a range of advisory, brokerage, and insurance solutions.

Richard Nauer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that uses firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Brendan Clancy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with personalized financial advice and strategies aimed at securing their financial futures. Brendan specializes in areas such as education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Before becoming a financial advisor, Brendan gained experience as a seasonal client associate on an advisory team at Merrill, where he was involved in relationship management and deepening his understanding of the economy and investments from a wealth management perspective. Prior to that, he worked as a Production Unit Leader at Fiat Chrysler Automobiles, managing multiple lines of production and assembly in Warren, Michigan. Brendan holds a Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations including Dream Centers of Pontiac, Gleaner's Food Bank, and the Salvation Army. Brendan resides in Grosse Pointe Woods with his wife Meghan and their daughter Nora.

Adriana Henriquez is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Her work history includes roles at Credit Suisse and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering tailored asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Eric Schreiner is a financial advisor with LPL Financial in Troy, MI, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. He previously worked at Hanlon Investment Management and Assetmark Brokerage, LLC. Schreiner also operates Schreiner Financial LLC, a business entity used for tax and investment purposes outside of advisory activities. 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jayme Sosne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, Jayme worked at Morgan Stanley for five years and was involved with JP Lann Golf from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Adam Brunner is a financial advisor with J.P. Morgan Securities in Birmingham, Michigan, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014. Outside of his advisory role, he serves on the investment committee of Dollars For Scholars, an organization that supports local students through scholarships and academic assistance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Trisia Gotham is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at infinex Investments, Inc. for eight years. In addition to her advisory role, she serves as a branch manager and notary at Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Matthew Dzieciolowski is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 license with one year of industry experience. His prior work includes roles at MDVIP, Smith and Nephew, MDMD Sales, LLC, and Medacta USA. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with additional activities such as private funds and structured-product services.

Muhammad Qureshi is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2018 and previously worked at Brown Brothers Harriman and Michigan State University. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Angela Lanning is a financial advisor with UBS Financial Services in Birmingham, MI, holding a Series 63 designation and 25 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Steven Dodson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with PaineWebber (now UBS) and has since focused on retirement income planning, education savings, and wealth management strategies. Steven holds Series 7, 63, and 66 FINRA registrations, along with life, health, and variable annuity licenses. He also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials including CFP, CPFA, PIA, and RAFA. Steven works with individuals, families, and corporate executives to develop and proactively manage personalized wealth management strategies designed to preserve income and grow assets. His areas of client focus include corporate executive services, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He emphasizes building enduring relationships based on trust, integrity, and confidentiality. He holds a Bachelor's Degree from Oakland University and resides in Rochester, MI with his wife and two sons. In his free time, Steven enjoys biking, boxing, golfing, music, running, swimming, and yoga.

Nicholas Selca is a financial advisor with Charles Schwab in Troy, MI, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and Scottrade. Outside of his advisory work, he is a member of Black Mountain Group LLC, an entity involved in investing in income-producing real estate. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by its integrated operational structure and centralized custody services.

Aaron Parchem is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the CFP® and ChFC® designations and has 16 years of industry experience. Prior to joining Raymond James in 2026, he worked at Ameriprise and Comerica Securities. He serves as a board member of the US Figure Skating Endowment Committee. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Jordan Hessling is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank and Bank of America, N.A. before joining Merrill. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Juncaj is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with J.P. Morgan since 2015, including a brief period managing his own firm in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, offering non-discretionary advisory programs supported by centralized due diligence and ESG processes.

Jason Tinsley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2010 and affiliated with JPMorgan Chase Bank since 2005. Outside of his advisory role, he serves as a trustee for the Detroit Children’s Fund and participates on finance committees for both the Detroit Athletic Club and the University of Detroit Jesuit High School and Academy. He is also a board member and treasurer for the Detroit Guardsmen travel club. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through a select group of Wealth Advisors and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

William Powers Jr. is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with LPL Financial, having joined in 2023 after ten years at Cetera Advisors LLC. Powers also owns Powers Financial Resources LLC and serves as a board member of Hedgehog Health, a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Jason Alessi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021. Prior to that, he was with The Martec Group and Merrill Lynch, and he attended Yale University from 2014 to 2018. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.