Mayank Desai is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable and its predecessor entities since 2009, including AXA Equitable and AXA Distributors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models delivered by a network of Investment Adviser Representatives.

Ahmed Siaje is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he serves as Vice-Chairman of the Board for United Way of Southeastern Michigan and is active on several other nonprofit boards in the Detroit area, including the Detroit Economic Club, Business Leaders for Michigan, the Detroit Regional Chamber, and the Detroit Institute of Arts. 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 strategies to individuals, high-net-worth clients, and various institutional investors.

Rosalie Evans is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Merrill since 2000. 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, and institutional accounts.

Richard Yoon is a financial advisor with LPL Enterprise and holds the Series 66 designation. He joined LPL Enterprise in 2026 and has prior experience with Rocket Mortgage, LLC, where he worked for 10 years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mitchell Schafer is a Series 66 registered advisor with LPL Financial, bringing eight years of industry experience. He previously worked at Sigma Financial Corporation for five years before joining LPL Financial in 2023. In addition to his advisory role, Schafer is employed as an administrative assistant at Strategic Financial Pathways. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Maxwell Hunt is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Victory Capital Management, Schechter Investment Advisors, Hunt Capital Management LLC, and Neuberger Berman Group LLC. 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 to support its investment recommendations.

Samantha White is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following a one-year tenure at UWM. Prior to her advisory career, she worked at Chili's for five years. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Marlette is a CFP®-credentialed financial advisor with LPL Financial in Troy, Michigan, where he has worked since 2009. He has 21 years of industry experience and holds the Series 66 designation. Outside of his advisory role, Marlette is involved in a small-scale resale business and serves as treasurer for a multi-family vacation property entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Chukwuma Ehiwogwu is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 11 years of industry experience. He worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley in 2021. 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 supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Alltop is a financial advisor at Ameriprise in Grosse Pointe, MI, holding a Series 66 designation with six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Royal Alliance and Michigan Financial Companies. He also serves as a financial planning analyst for Ameriprise advisors, building financial plans using client data and modeling software. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors.

Todd Marone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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 applying an ESG eligibility framework to its recommendations.

Geoffrey Centner is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Joseph Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC, where he worked for 20 years before the firm’s rebranding. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with suitable investment programs, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Terry George is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Carlyle Wimberly is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. Outside of his advisory role, he is the owner of Wimcar Preferred Solutions, LLC, where he specializes in preparing clients for professional financial regulatory examinations. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Colin Haffey is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His background includes roles at Morgan Stanley Private Bank, N.A., where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Abby Guest is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, she held positions at several firms including Applied Systems and Jackson National Life Insurance Company. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party databases.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.