Paul Zajciw is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes 28 years at Comerica Securities and three years at Ameriprise before joining Raymond James. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

Jonathan Quigley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan entities since 2015 and is involved in entrepreneurial ventures, including ownership of Prolific Industries, LLC, which sells books and t-shirts, and partial ownership of CQ Items, LLC, a housewares business operating on Amazon. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Matthew Boley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. He holds Series 65 and Series 63 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and special-needs analysis.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Lau Ryn Williams is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. Williams has 16 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. Outside of advisory work, Williams serves as President of the Board for the NBMBAA Detroit Chapter and is involved in several business ventures including development of decision-making software and affordable housing projects. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Joan Boncher is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley. Joan also manages a personal revocable living trust established to oversee and protect trust property for the benefit of its beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Alex Nader is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Ameriprise Financial Services, LLC, Comerica Securities, Inc., and Jag Trading, LLC. Outside of his role at Morgan Stanley, he manages an advisory business through Comerica Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.

William Burke is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Drumheller is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Travis Smith and Waddell & Reed, Inc. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chene Wainwright is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Wainwright worked in various roles including at Encore Commercial Products and Paradise Park. Outside of advisory work, Wainwright operates a sole proprietorship in baking. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent tenure with AXA Advisors, LLC through 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Susan Bookmyer is a Series 66-credentialed financial advisor with six years at RBC Capital Markets and a total of 18 years in the industry, including 12 years at Stonebridge Financial Partners. She is based in Bloomfield Hills, MI. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies utilizing both in-house and third-party managers.

Michelle Thelen is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Richard Clemens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Key Investment Services, Charles Schwab Co., Inc., and Fifth Third Bank. Outside of finance, he owns an LLC intended for selling carpentry products he designs. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Tanner is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2016 and was previously with Silva Capital Management, LLC from 2008 to 2016. 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 an ESG eligibility framework to guide investment recommendations.

Kelly Kwiatkowski is a financial advisor at Morgan Stanley in Birmingham, MI, with 13 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. 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 structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

Brendan Hanley is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is approved to conduct other insurance activities with companies outside of the Equitable network and serves as a trustee for his parents. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage/insurance channels and offers tailored client services based on documented goals, risk tolerance, and time horizon.

Theodora Obilo is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the Hamilton Group in 2014 and advanced through various roles before becoming a Wealth Management Advisor in 2022. She has over fifteen years of experience in the financial industry, including a ten-year tenure with JPMorgan in the private wealth space. Theo holds several professional designations including the CERTIFIED FINANCIAL PLANNER® certification, the Chartered SRI Counselor™ designation focused on Impact investing and Environmental Social Governance (ESG) investing, and is a Personal Investment Advisor. She earned both her Bachelor of Business Administration and Master of Finance degrees from Walsh College of Accountancy and Business. Her expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and socially responsible, values-based investing. Outside of her professional work, Theo resides in South Lyon, Michigan, with her husband and twin girls. She enjoys traveling with her family, exploring new cultures, and maintaining an active lifestyle. She is involved with community organizations including the Children's Foundation, Habitat for Humanity, Red Cross, and Susan G Komen. Theo is also a member of professional organizations such as the Bank of America Inter-Generational Network as a Generational Ambassador and the CFP Board.