Sophia Fazekas is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI. She holds a Series 66 designation and has been in the financial services industry since 2023, with prior experience at firms including Fifth Third Bank and Fidelity Investments. J.P. Morgan Securities 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 for its investment recommendations.

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 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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 in Livonia, Michigan, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at multiple firms, including Signator Investors Inc and B. Riley Wealth Management, before joining OSAIC in 2018. Jamieson is also the owner of Jamieson Wealth Management LLC and is involved with Golden Legacy Wealth Management, where she works as a financial planner focusing on investment advisory and insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management.

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 at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Andrew Okray is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Hoover & Associates and Armada Area Schools, as well as experience as a paraplanner with Evola Management, LLC. He also serves in fiduciary roles such as trustee and executor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Stephen Bernardi is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America, N.A. since 2007. 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 plans, corporations, and charitable organizations.

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 three years of industry experience. He holds the Series 66 designation and has worked in various roles at Cetera and Horizon Advisers since 2021. Outside of advisory work, he is the owner of Efrusy Financial Group LLC, focusing on expense management, and also works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and retirement services across multiple program platforms, with over $256 billion in assets under management and more than 10,000 advisors.

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.

Isaiah Montgomery is a Financial Consultant with 16 years of experience in the financial services industry. He currently works at Fidelity Investments, where he provides financial planning and legacy planning services to investors. Isaiah collaborates closely with his clients to develop customized roadmaps aimed at helping them achieve their ideal retirement lifestyles and adapt strategies in response to life changes. His professional background includes roles as a Financial Consultant at Ameriprise Financial, a Senior Financial Consultant at TD Ameritrade, and Financial Advisor positions at Merrill Lynch and Morgan Stanley. Isaiah has built his expertise through these diverse experiences spanning over a decade. Outside of his professional role, Isaiah has interests in golf, movies, and outdoor adventures.

Karin Deline is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

William Owens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Huntington Woods, MI. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Owens has been associated with Raymond James in various capacities since 1999 and is also the owner of Owens Wealth Management, LLC, where he serves as Branch Manager and Financial Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network alongside specialized programs in municipal finance and employer-sponsored retirement plans.

Richard Srnec is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His career includes roles at JPMorgan Chase Bank and PNC Investments. He also has experience working at Wayne State University. 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 in its investment approach.

Taylor Moss is a financial advisor at Charles Schwab in Troy, MI, holding a Series 66 credential. He has one year of industry experience, including prior roles at Blue River Financial and Charles Schwab Bank, SSB. Charles Schwab 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with alternative investment options.