Akiko Cox is a financial advisor with OSAIC, holding a Series 66 designation and bringing nine years of industry experience. She previously worked at Royal Alliance Associates, Inc. and SII. Cox is a member of the Japanese Business Society of Detroit. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through an extensive network of affiliated advisers and multiple advisory platforms. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary accounts with a variety of investment options.

Christina Mick is a financial advisor with OSAIC based in Southfield, MI, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors Inc. from 2010 to 2018. Outside of her advisory role, she serves as Office Manager at Dunleavy Wealth Management, overseeing staff operations and client account management. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and portfolio management options that incorporate stocks, bonds, mutual funds, ETFs, and alternative investments.

David Long Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Thomas Warner is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and five years of industry experience. He has previously worked at Equitable Advisors, AXA Advisors, and operated InvestWise Wealth Management, INC., an independent advisory brand affiliated with Caitlin John, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services with both discretionary and non-discretionary management options.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

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.

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.

Geoffrey Thompson is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2010. He holds Series 63 and Series 66 licenses and is based in Bloomfield Hills, MI. Outside of his advisory role, he manages a cottage rental business on the west side of Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs, combining discretionary and non-discretionary management with resources such as model portfolios and research from in-house and third-party providers.

Jared Weinerman is a financial advisor with Osaic Wealth, Inc. in Southfield, Michigan, holding the ChFC® designation and Series 66 license with eight years of industry experience. He has worked at Osaic since 2025 and previously held roles at Lincoln Financial Advisors Corporation, Shallcross Financial Planning, and Productive Edge, LLC. Outside of Osaic, he is involved with Impact Financial Planning, LLC, where he manages business operations and provides financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managed-account solutions to construct portfolios across various asset classes.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Lisa Madill is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with JP Morgan Securities since 2006 and has been with J.P. Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

David Krahn Jr. is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and Bridgewise Financial Partners. Outside of his advisory role, he serves as a sports official for the Michigan High School Athletic Association, refereeing football and basketball games. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and risk assessment, offering both discretionary and non-discretionary management options.

Jennifer Walker is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked with Lee E. Holland, CPA, CFP, from 2015 to 2017. Outside of her advisory role, she is a licensed notary public and owns businesses providing tax preparation and accounting services. 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 internal and third-party research.

John Thibault is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at Merrill since 2019. Before joining Merrill, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he is the sole owner of a rental property business in Birmingham, Michigan. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Doeren Mayhew Insurance Group, where he heads the life insurance division and works in employee benefits and business development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research from internal and external sources and employing both discretionary and non-discretionary management strategies.

Nicholas Bowman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Blue Chip Talent, THG Financial Strategies, and Canisius University. 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 a range of individual and institutional clients.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.

Susan Wellman is a financial advisor with Primerica Advisors in Highland, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and United Wholesale Mortgage, as well as a six-year tenure with Spectralite and 15 years at Keating Network. Outside of advisory work, she serves as Vice President of Strategic Relations for Curus in Farmington Hills, MI. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and incorporates discretionary separately managed accounts.