Brendan Hanley is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including the period when the firm operated as Axa Advisors. Outside of his advisory role, he is approved to conduct insurance activities with companies outside of the Equitable network and serves as a trustee for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Jon Vigi is a Series 66-licensed financial advisor with UBS Financial Services in Birmingham, MI, where he has worked since 2015, accumulating 11 years of industry experience. He serves on the Putnam Advisory Council, participating in a group focused on shaping the future of financial advisory through collaboration with industry leaders and advisors. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Theodora Obilo is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over fifteen years of experience in the financial industry, bringing technical insight to her client relationships. Her approach focuses on placing clients' best interests and aspirations at the center of her process, assisting with problem resolution, simplifying complexity, and enhancing clarity. Theo holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered SRI Counselor™ designation, which focuses on Impact investing and Environmental Social Governance (ESG) investing. She earned both her Bachelor of Business Administration and Master of Finance degrees from Walsh College. Prior to her current role, she gained extensive experience in private wealth management during a ten-year tenure with JPMorgan. Outside of her professional career, Theo and her husband live in South Lyon, Michigan with their twin girls. The family enjoys traveling and learning about new cultures. She is also involved in community organizations including the Children's Foundation, Habitat for Humanity, the Red Cross, and Susan G Komen.

Jennifer Terrano is a financial advisor at Ameriprise in Macomb, MI, with four years of industry experience and a Series 66 designation. She has been with Ameriprise for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Jeffrey Hamilton is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Flagstar Bank, Bank of America, Merrill, and JPMorgan Securities. He is also involved with Flagstar Wealth Services as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Jason Ciaramitaro is a Series 66-registered financial advisor with 20 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans as an agent providing group insurance and welfare benefits and owns a consulting business, Taro Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models and third-party asset managers, providing a range of investment options and fiduciary services.

Jay Howard is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, with prior roles at Edward Jones, Merrill, Fifth Third Bank, and J.P. Morgan Securities. Outside of his advisory work, he serves as a Trusted Advisor for Vistage Michigan, advising CEOs and business leaders without compensation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice tailored to clients approaching or in retirement.

Jake Bradsher is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Oxus America, Quicken Loans, JT Landscape, and held roles at Northwood University and Macomb Community College. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing a combination of firm-offered solutions, third-party asset managers, and LPL-sponsored advisory programs.

Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Deborah Renshaw is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 license and 14 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2019, and Mass Mutual Investors Services from 2012 to 2016. Outside of her advisory role, she is involved as a production assistant editing videos for Oakland County Cable Communications and performs part-time bookkeeping for Motas, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and operational tools.

Parker Millington is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at DTE Energy and PricewaterhouseCoopers LLP. 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 applying an ESG eligibility framework in its recommendations.

Cole Chewins is a Series 66 credentialed advisor with J.P. Morgan Securities in Birmingham, Michigan. He has experience working at Clarkston Capital Partners, LLC, and has held multiple roles at Michigan State University and Betcar Accounting Inc. outside of his current role. 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 in its recommendations.

Debbie O'parka is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Merrill since 2005, with a one-year tenure at UBS Financial Services from 2012 to 2013. 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, and various institutional entities.

Hunter Washington is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors and as an independent contractor for Berkshire Hathaway. He also presents seminars for White Glove Workshops. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Zachary Lavene is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and NML Orthopedics. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 license and bringing two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works as part of a team of financial advisors, aiming to help clients pursue their financial goals through personalized wealth management strategies tailored to their unique circumstances. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Rhylie holds a Bachelor's degree from Michigan State University and holds the professional designations Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of her professional work, Rhylie participates in community volunteering, including involvement with Big Brothers Big Sisters. In her personal time, she enjoys cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Brian Brice is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.