Jennifer Pulcini is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Pulcini has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Harvey Markzon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2011. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Winkler is a financial advisor at Merrill in Farmington Hills, MI, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Bank of America, N.A. since 2017 and Plante & Moran from 2015 to 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

Sophia Fazekas is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, N.A., Fifth Third Bank, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary, research-driven advisory program.

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 bringing 41 years of industry experience. His career includes prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. Suomela is based in Berkley, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard.

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, holding Series 63 and Series 65 licenses and with 14 years of industry experience. Prior to joining OSAIC in 2018, she worked at several firms including Signator Investors Inc, Strategic Investment Advisors, Inc., and B. Riley Wealth Management. She is also the owner of Jamieson Wealth Management LLC and is involved as a financial planner at Michigan Financial Companies–Golden Legacy Wealth Management, where she focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through multiple programs and affiliated entities. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

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.

Robert Rowling is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as Commissioner for Michigan Sting Hockey. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm delivers its services through a network of investment adviser representatives and emphasizes matching clients with program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Richard Williams is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following a brief tenure at Wells Fargo Clearing in the same year. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

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.

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 four years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2021 as well as Horizon Advisers, where he serves as an operations analyst. He is also the owner of Efrusy Financial Group LLC, an expense management business, and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, providing access to various investment strategies and program structures.

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 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Farmington Hills, Michigan. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.