Brynn Hadden is a financial advisor with LPL Enterprise holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining LPL Enterprise, Brynn worked at Pruco Securities LLC and has held various roles outside finance, including positions at Amazon and Grand Valley State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage capabilities.

Hio Rumschlag is a CFP® professional with over 42 years of experience in the financial services industry. He has been affiliated with Raymond James Financial Services Advisors, Inc. since 1991 and is also the owner of R2 Financial Planning, LLC. Outside of his advisory role, he has involvement in life insurance sales and is a landlord through Rumschlag Realty, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and analytical modeling, and maintains specialized offerings such as municipal advisory services and employer SIMPLE IRA consulting programs.

Joi Rushing is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, she serves as treasurer and chair of the budget committee for Tee Set Golf Club, a social golf organization that hosts tournaments and raises funds for scholarships, and is a board member of Detroit Future City, a nonprofit focused on equitable and sustainable growth in Detroit. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Brown is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at infinex Investments, Inc. for eight years. Brown has also been employed at Flagstar Bank for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cynthia Bardel Switlik is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2011 and brings expertise in personalized, goals-based wealth planning with a focus on integrated wealth management, portfolio risk management, and tax-efficient strategies. Cynthia works closely with clients on education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. Cynthia earned a Bachelor's degree from Michigan State University and a Master's degree in Accountancy from Walsh College. Her advisory practice emphasizes objective, fiduciary management and utilizes the resources of Bank of America and Merrill to align investment strategies with clients’ individual situations. Outside of her professional role, Cynthia enjoys hiking, practicing yoga, and spending time with her family.

Geoffrey Orbach is a financial advisor at Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Sidhdharth Sheth is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services Inc. since 2008. He serves on the advisory committee of Orchard Lake Country Club, advising on financial operations, and has held board roles with Cranbrook, a private school, and Seen Magazine, a monthly social publication. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to deliver customized financial solutions.

Michael Acho is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with Cetera and previously worked at Osaic Fa, Inc for 18 years. Acho serves as a board member and finance committee member for several nonprofit organizations, including the Ocular Immunology and Uveitis Foundation and the Yatoomas Foundation for the Kids, and participates in the Michigan Association of CPA’s as a task force member. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform with a variety of program options and manages assets exceeding $256 billion.

Carolyn Kunik is a financial advisor at Merrill with 23 years of industry experience, including 17 years at Merrill. She holds Series 63 and Series 66 designations. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Casey Quinn is a financial professional at Cetera with 18 years of industry experience and holds the Series 66 designation. Prior to joining Cetera in 2023, Casey worked at Valic Financial Advisors for 11 years and has been involved with Wealth Strategies Financial Group since 2022, focusing on fixed insurance sales. Casey operates in Southfield, MI. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and access to third-party managers.

Karen Balow is a Series 66-credentialed financial advisor with Raymond James & Associates, where she has worked for 20 years. She has 21 years of industry experience and is based in Birmingham, MI. Raymond James & Associates is a large 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kelley Saros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, Michigan, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. Outside of his advisory role, he owns Trinitas Tax, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

Mark Fudold is a financial advisor at Morgan Stanley in Troy, MI, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

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.

Adam Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Raymond James in 2025, he spent 18 years with Commonwealth Financial Network. He is also the CEO of ACM Financial LLC, a company maintained for tax purposes related to his financial advisory income. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting.

Sufia Choudhury is a Series 66-licensed financial advisor at Merrill with two years at the firm and a total of one year of industry experience. Her prior experience includes six years at Bank of America and three years at Estee Lauder Mac Cosmetics. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Michael Van Brienen is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he is involved in independent insurance brokering with Guardian. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.