Eric Singer is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and data analytics.

Kelly Lawrence is a financial advisor with Edward Jones in Clinton Township, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner of a local business in Ira Township, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large network of financial advisors and branches, as well as its integrated trust and securities-based lending services.

Kaitlyn Vollbach is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to that, she held roles at Plastic Omnium and Kaplan, Mills, Katzman, Klein, and Koterba, PC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client outcomes.

Capri Pointer is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, Costco Warehouse, and the Bureau of Workers Compensation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Mc Fawn is a CFP® with 44 years of experience in the financial services industry. He is currently a financial advisor at Raymond James Financial Services Advisors, Inc., where he has worked since 2010. He also serves as an officer and vice president of McFawn Financial Holding Company, LLC. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Justin Schueneman is a financial advisor at Osaic with a Series 66 designation and experience at multiple firms since 2019. He previously worked at Equity Services, Inc. and Preferred Financial Partners, and also has a background involving the University of Detroit Mercy. OSAIC Wealth serves a diverse group of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, providing a range of programs including financial planning, managed portfolios, and retirement plan consulting.

Nicholas Shaheen is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked with Producer Resources, Inc., and has been involved with Cambridge Investment Research, Inc. since 2020. Outside of finance, he is active as a musician and has authored a children’s book. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary services across multiple platforms.

David Harden is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, he partners with clients to design goals-based financial strategies that align with their individual financial objectives. He has accumulated experience in the financial industry through various roles, including Financial Solutions Advisor at Merrill from 2018 to 2020, Investment Consultant at Scottrade from 2016 to 2018, and Private Client Banker at JPMorgan Chase from 2010 to 2016. Outside of his professional career, David has interests that include bowling, cars, family activities, and golf.

John Sawicki is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 19 years of industry experience. He has worked at Fidelity Investments since 2025 and previously spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and oversight of delegated management.

Michael Fleischer is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Christopher Mizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop comprehensive wealth plans that address their expenses, income, objectives, risk, and risk tolerance. He assists in implementing these plans by analyzing market conditions, investments, and related data to create strategies aimed at meeting clients' long-term financial goals. He holds a Bachelor's Degree from Arizona State University and a Master's Degree from the University of Detroit. Christopher has earned the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community service through volunteer efforts with local organizations.

Rebecca Calabro is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Morgan Stanley, Merrill, and Genisys Credit Union. Calabro 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 and uses proprietary research and model-based asset allocations to tailor client strategies.

Bradley Thomas is a CFP® professional with 21 years of experience in financial advising. He is currently with OSAIC and has held prior roles at Thomas Financial Company LLC and FSC Securities Corporation. He is a partner at Thomas Financial Company LLC, which markets life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and multiple implementation options including third-party managers and proprietary strategies.

Matthew Tribul is Vice President and Branch Leader at Fidelity Investments, where he has held leadership roles since 2014. In his current capacity, he develops, leads, and inspires professionals dedicated to assisting clients with their financial goals. Prior to becoming Branch Leader, he served as Assistant Branch Manager from 2012 to 2014 and as a Financial Consultant from 2003 to 2012. Over his tenure at Fidelity Investments, Matthew has gained extensive experience in financial consulting and branch management.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s tools.

Brent Bosart is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He has been with RBC Capital Markets since 2021, including a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party investment managers.

Rupinder Chawla is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and oversight controls.

Melanie Daugherty is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.