Tre Walton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Southfield, MI, where he has worked since 2023. Prior to joining JPMS, he held roles at Bank of America and Merrill from 2020 to 2023. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Theresa Sherman is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. Her work history includes roles at PART Financial, Minnesota Life Insurance Company, and Securian Financial Services. She is also the secretary of Troy Family Daze, a community volunteer group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Glen Milligan Jr. is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for eight years. He also acts in a fiduciary capacity in various roles such as trustee and personal representative. 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 municipalities—and offers tailored financial planning and investment consulting through its Wealth Advisory Services Program.

Craig Brass is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Brass is a freelance writer and serves on the board of directors for the Great Lakes Golf Academy, which focuses on developing junior golfers for collegiate competition. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to deliver tailored financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Wesley Ho is a CFP® professional at Osaic with eight years of industry experience. He previously worked at Securities America Advisors and Pruco Securities, LLC. His other activities include providing notary services to clients at no cost. Osaic Wealth serves a diverse client base ranging from individual investors to institutional clients, offering both brokerage and advisory services through various programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing, with access to multiple custodial arrangements and alternative investments.

Ryan Porter is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on educating and working with clients to help them achieve their long-term goals through disciplined investing and financial planning. His professional experience centers on providing investment consulting services. Outside of his professional role, Ryan engages in various personal interests including family activities, football, movies, parenthood, reading, and traveling.

Kevin Kneip is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 13 years at Signator Investors/John Hancock. He holds roles including vice president and agent in related financial enterprises focused on securities and insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and strategies.

Samson Park is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG criteria where applicable.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Gabriel Barish is a Series 66-credentialed financial advisor with two years of industry experience, currently with LPL Financial in Farmington Hills, MI. Prior to joining LPL Financial in 2025, he worked at The Investment Center, Inc. from 2023 to 2025. Outside of advisory work, he is involved in tax preparation and accounting through Rosen & Assoc. PC and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms. The firm supports its advisors with research tools and offers a variety of discretionary and non-discretionary investment strategies.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Ramzi Bahu is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following prior experience at JPMorgan Chase Bank, N.A. since 2004. 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. The firm’s advisory process combines quantitative screening and qualitative research, using forward-looking market assumptions to build model asset allocations within an ESG eligibility framework.

Angelo Grant is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked at CDW for four years and Kelly Services for five years. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Alan Semonian is a financial advisor with Raymond James Financial in Berkley, MI, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked with Raymond James since 2005 and concurrently leads accounting and tax-related businesses, serving as CEO of AmeriTax Plus and owner of Eagle Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and a large advisor network, with specialized offerings in municipal finance and employer SIMPLE IRA advisory programs.

Samikka Cannon is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting individuals and families in building and retaining wealth through customized financial planning. Samikka's expertise includes corporate executive services, divorce transition planning, education planning, executive compensation, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. She holds the Personal Investment Advisor (PIA) designation and has completed her education at Pontiac Northern High School and Oakland Community College, where she earned an Associate's Degree. Samikka is committed to understanding her clients' unique ambitions and priorities to create financial strategies tailored to their goals. Outside of her professional role, Samikka is involved in community activities through organizations such as Moms To Moms, Trinity Church, the American Red Cross, and Habitat for Humanity. She enjoys spending time with her family and participates in activities like baseball, basketball, boating, camping, football, golfing, hiking, music, and reading.

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Matt Breznau is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the priorities of his clients and their families, utilizing Fidelity's resources and financial planning tools to develop personalized financial plans. Prior to joining Fidelity, Matt worked as a Financial Solutions Advisor at Bank of America-Merrill Edge from 2017 to 2021. Before that, he was an Investment Consultant at Scottrade from 2014 to 2017.

Matthew Ostach is a financial advisor at Edward Jones in Plymouth, MI, with eight years of industry experience. He holds a Series 66 designation and previously worked at Chemtool and operated Ostach Enterprises LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages a broad range of advisory programs and invests approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Ronald Selik is a CFP® with 36 years of industry experience, currently affiliated with Cetera. His career includes roles at Selik Wealth Management, First Allied Securities, and Selik Financial Services. He serves as treasurer on the board of the Pheasant Hills Homeowner's Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of over 10,000 independent advisors and manages more than $256 billion in assets. The firm offers a range of portfolio management and consulting services to individuals, retirement plans, corporate and charitable clients, and institutions through diverse program platforms and manager selections.

Zachary Armstrong is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sigma Financial Corporation, Sigma Planning Corporation, and Siena Wealth Advisors. Outside of his advisory role, Armstrong is involved with Allied Integrated Tax Services, LLC, focusing on tax preparation and accounting. 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 supports its advisors with a range of investment strategies, including model portfolios and third-party management, and provides both discretionary and non-discretionary account management.