Bradley Holman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.

Sergei Yelizarov is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 19 years of industry experience, including roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he provides consulting services for a mining construction equipment sales company and works as a sales agent in life, health, fixed annuity, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning and specialized services such as divorce and estate-settlement planning.

Michelle Schneider is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been affiliated with Merrill since 1998 and Bank of America, N.A. since 2015. Outside of her advisory role, she is developing a travel advisory side business, Calm Currents Travel LLC, and works as a consultant for travel-related services. 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, pension plans, corporations, and charitable organizations.

Bruce Berry is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior career includes 14 years at Cambridge Investment Research Advisors and ongoing involvement with Berry & Maas Consulting, Inc., a tax and investment-related business he co-founded. He is also associated with Genesis Financial Partners through a DBA arrangement related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Antonio Bugli is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Antonio's work focuses on helping clients effectively manage their financial futures. Outside of his professional role, Antonio has interests in football, golfing, hiking, hunting, and pickleball. He also values spending time with his family and traveling.

Kenneth Oldham is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked at EverNorth Wealth Advisors and Foguth Financial Group. Outside of his financial advisory role, he is involved with Orchard Grove Community Church where he leads a men’s group, teaches, and occasionally performs ceremonies such as weddings and funerals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Dulude is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 43 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Crown Capital Securities, L.P. for 24 years. He also provides tax preparation services, working in this capacity since 1983. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Welch is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked with LPL Financial since 2021 and has been involved with WWK Investments, Inc. and WWK Advisors, LLC since 1997 and 2010, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations 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 proprietary and third-party research.

Kent Ballard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2011. Ballard also owns Ballard Wealth Group, a marketing name used for his branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Craig Pasini is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years with Southwest Securities Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Wright is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Osaic since 2018, following 12 years at Signator Investors, Inc. Outside of his advisory role, he serves as president of Insignia Financial Company and holds board positions with Open Door Community Outreach and the Blood Cancer Foundation of Michigan. Osaic Wealth, Inc. serves a broad array of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports legacy platform programs while maintaining multiple commercial arrangements and advisor transition initiatives.

Andrew Shaffer is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior work experience in various roles, including at iMBranded and in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

Matthew Mazurek is a financial advisor at Robert W. Baird & Co. Inc. in Birmingham, MI, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including financial planning, discretionary and non-discretionary portfolio management, and offers a range of investment strategies from traditional to complex allocations.

Vicki Filipiak is a CFP®-designated advisor with 27 years of industry experience, currently affiliated with Cetera since 2019. Her prior roles include extensive tenure at Foresters Financial Services and Foresters Advisory Services. She serves as chairperson of the endowment fund committee at St. Paul's Evangelical Lutheran Church and owns an agricultural business involving farming, hunting leases, timber sales, and barn rentals. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary account structures.

Keegan Mistry is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Garry Penta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 20 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Christopher Cook is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Wealth Management, and Northwestern Mutual. 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.

Philip Ohman is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999 and also has ties to Roney & Co. since 1998. 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lorraine Lalicata is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 15 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research, with notable capabilities in municipal advisory services and comprehensive employer advisory programs.

Earnest Jackson is currently serving as the Branch Leader at Fidelity Investments, a position he has held since 2025. He has developed a career within Fidelity Investments, progressing through various roles including Workplace Planning & Advice Leader, Client Service Leader, Talent Champion & Onboarding Coach, and several consultant positions since 2012. His professional experience encompasses leadership and development of financial professionals, with a focus on delivering service aligned with clients' financial goals. Earnest's roles have involved coaching, client service, workplace planning, and investment solutions. Outside of his professional responsibilities, Earnest engages in family activities and enjoys football, golf, parenthood, and traveling.