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.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

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.

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.

Carrie Fielder is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Susan Merrick is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2003. Merrick is also involved in selling fixed annuities, health, and fixed life insurance products. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios, third-party subadvisors, and technology-driven strategies.

Kyle Adams is a CFP® with two years of industry experience, currently with Cetera. Prior to joining Cetera, he worked at Michigan Financial Companies and has experience in financial planning and securities sales. He has also held positions outside finance, including work in landscaping and at a golf club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Matthew Matuza is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique ambitions and long-term goals. Matthew focuses on a variety of areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds a Bachelor's Degree from GMI Engineering and Management Institute and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on understanding clients' perspectives and priorities to create customized wealth management plans that help manage investment risk and turn financial goals into reality. Outside of his professional responsibilities, Matthew enjoys spending time with his family and participating in sports such as baseball, basketball, boating, football, golfing, running, and soccer, as well as watching movies.

Philip Appel is a Wealth Management Advisor and the lead advisor on The Stulberg Group at Merrill Lynch Wealth Management. He has over 30 years of experience in investment management, having joined the team in 1995. Prior to this role, he worked in the equity research department at Merrill headquarters in New York. Before entering the financial industry, he was a high school mathematics teacher in San Francisco, California. Philip earned a bachelor's degree with a focus on mathematics from the University of Michigan. He holds the Personal Investment Advisor (PIA) professional designation. His expertise includes corporate executive services, divorce transition planning, executive and equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, and retirement income. Philip lives in Bloomfield Hills with his wife Kareen and their four daughters. His personal interests include cooking, music, and softball.

Jacob Newman is a Series 66 licensed financial advisor with Equitable Advisors, located in Plymouth, MI. He has one year of industry experience and previously worked at Fidelity Investments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary advisory solutions.