Yvonne Cole is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Based in Farmington Hills, MI, her career is focused within Morgan Stanley’s wealth management division. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Mahadee Chowdhury is a financial advisor with J.P. Morgan Securities in West Bloomfield, MI, holding Series 63 and Series 66 credentials and seven years of industry experience. Chowdhury has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. 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, with a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Reginald Harrison is a financial advisor with LPL Enterprise holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Harrisdirect LLC, and E*Trade Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including financial planning, insurance products, and affiliated trust custody services.

Kimberly Scott is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Antonino Aluia serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach involves comprehensive planning and portfolio management, leveraging industry resources to help clients navigate complex financial landscapes. Antonino's expertise encompasses family wealth management, institutional and corporate benefit services, legacy planning, managing new wealth, and retirement planning. He emphasizes building trusting relationships and simplifying financial complexities to reduce client stress and support informed decision-making. He holds a Bachelor's Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Antonino is affiliated with the Sigma Nu Fraternity. Residing in Shelby Township, Michigan, he enjoys spending time with his wife Katie and their three children. His personal interests include golfing, cooking, various sports, and traveling.

Zoya Gjonaj is a Financial Consultant currently working at Fidelity Investments since 2024. She is a Certified Financial Planner™ who focuses on building and preserving wealth for clients and their families. Zoya has held several roles in the financial services industry, including Chief Client Officer at Spartan Wealth Management from 2022 to 2024, Investment Consultant at Charles Schwab from 2021 to 2022, and Client Relationship Specialist at Charles Schwab from 2020 to 2021. Throughout her career, Zoya has gained experience in client relationship management and investment consulting. She aims to provide significant value and insight to each client she works with, drawing from her professional background and certification as a financial planner. As a second-generation American, she finds personal meaning in helping families secure their financial futures. Outside of her professional work, Zoya enjoys family activities, gardening, spending time with pets, reading, and writing.

Lawrence Stout is a financial advisor with Equitable Advisors in Clarkston, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Sigma Financial Corporation. Outside of his advisory work, he manages a family farm that has been owned since 1920. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by advanced asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Kristina Abro is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2012, following her graduation from Central Michigan University. In her role, Kristina employs a comprehensive approach to asset and liability management, focusing on creating personalized wealth management strategies tailored to each client's unique financial picture and goals. Her expertise covers a range of client focus areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Kristina holds the designation of Personal Investment Advisor (PIA), reflecting her professional qualifications in the financial sector. Kristina is also engaged in community involvement, following Merrill's tradition of service by volunteering with local organizations. Outside of her professional work, her personal interests include cooking, reading, skiing, watching movies, and practicing yoga.

Mikel Juncaj is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at JP Morgan Chase and Linos North. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and systematic methodologies to manage model portfolios.

Dustin Mead is a Series 66-licensed financial advisor with 15 years of industry experience, currently with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Investment Professionals, Inc., and Edward Jones. Outside of his advisory work, he is involved with Bear Claw Holdings, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and participation in wrap programs, alongside affiliated insurance and trust services.

Patrick Buschmohle Jr is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. He serves on the finance committee of De La Salle Collegiate School in Warren, MI, providing oversight on finances and capital campaigns. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Livernois is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Merrill since 1992, concurrently working with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Diana Freeburg is a CFP®-credentialed financial advisor with 32 years of industry experience, currently practicing at UBS Financial Services since 2013. She holds Series 63 and Series 66 licenses and is based in Farmington Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client strategies.

Julie Dewolf is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014. 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 planning tools.

Paul Nassar is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm employs a centralized team for retirement income recommendations and draws on proprietary research and external data within a defined investment universe influenced by affiliated product relationships.

Richard Kwasnik is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to develop financial plans that align with their personal and family goals, emphasizing diligence, communication, and understanding throughout the process. He has been with Fidelity Investments since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to that, Richard worked as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2017 to 2021. Outside of his professional responsibilities, Richard has interests in cars, football, military service, running, and volunteering.

Kyle Tousain is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at MetLife Securities Inc. from 2015 to 2017. Tousain has been with Mass Mutual organizations since 2016. MML Investors Services, LLC 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, using firm-approved tools to analyze client goals and providing recommendations without investment discretion.

Leslie Beier is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2021. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Alec Hagen is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Hantz Financial and spent five years at Central Michigan University before joining Raymond James in 2018. 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, institutions, and municipal entities, offering a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research.