Mitchel Vallie is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2022. He previously worked at Bank of America and Merrill from 2015 to 2022. Outside of advising, he and his wife own a business focused on manufacturing a new type of retrieving training dummy for hunting and retrieving dogs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and various organizations. The firm offers tailored financial planning and advisory services supported by extensive research, a diverse range of portfolio management styles, and specialized municipal advisory capabilities.

Taylor Hartmeyer is a financial advisor with Edward Jones in Bloomfield Hills, MI, holding a Series 66 designation and no prior industry experience. His background includes service in the United States Army Reserve and the United States Army, as well as previous work at Raising Cane's. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment solutions, and affiliated capabilities supported by a large network of financial advisors nationwide.

Bryan Lister is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including 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 financial planning process supported by proprietary tools and modeling techniques.

Jonathon Krempa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Richard Hueter is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling.

Richard Tober is a financial advisor with LPL Enterprise holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Fifth Third Securities, TIAA-CREF, and PNC Wealth Management. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Bradley Zarzycki is a Series 66 credentialed financial advisor with one year of industry experience. He is currently with LPL Enterprise in Troy, MI, and has held prior roles at Prudential, Incrementum Investments, and Hantz Financial Services. Outside of financial services, he has been involved in entrepreneurial ventures including Prospero Holdings LLC and provided DJ services through Pro DJ Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach with discretionary authority granted to portfolio strategists and offers access to third-party asset managers while also facilitating insurance product sales and affiliated trust services.

Jacob Bourassa is a financial advisor with Raymond James Financial in Troy, Michigan, holding a Series 66 designation and one year of industry experience. He has worked with several firms, including Commonwealth Financial Network and Mann Financial Group. Outside of his advisory role, he is associated with Southworth & Wilson, Inc. in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm provides tailored, non-discretionary advice using analytical tools and supports advisory programs that incorporate technology and municipal finance expertise.

James Hicks is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Empower Financial Services, LPL Financial, and Community Financial Credit Union. Charles Schwab & Co., Inc. serves a large client base of primarily 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 affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized custody and supervisory arrangements.

Meagan Larson is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she serves on the Board of Directors for the Oxford Junior Wildcats, acting as Treasurer and Fundraising Coordinator. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Caitlin Stanley is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America, Merrill, Service Systems Associates, and Celebrations Party Rental. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports through a centralized consulting team.

Sudarshan Kumar is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 license and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved planning tools, serving a broad range of retail and institutional customers.

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.

Eric Schreiner is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Hanlon Investment Management and Assetmark in various advisory roles. Schreiner is also the owner of Schreiner Financial LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Regina Walker is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of advisory work, she is involved in benefit education through Total Benefits Communications, acts as a health insurance agent with Action Benefits, and is an author under WalBar Enterprises LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Trisia Gotham is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Infinex Investments, Inc. and Essex National Securities, LLC. She is also a branch manager and notary at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with a range of non-advisory financial services.

Anders Bergh is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. His outside business activities include involvement with Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.