Sergey Solovyev is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes positions at MassMutual Life Insurance and MetLife Securities, with ongoing involvement at Euro Market since 2004. Outside of his advisory role, he works as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment programs.

John Crampton is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Valentina Johnson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023, following roles at D.A. Davidson Co., Rocket Companies, Family First Life, and the City of Detroit. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of accounts and wealth levels. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Jordan is a financial advisor with Cambridge Investment Research Advisors in Farmington Hills, MI. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to joining Cambridge, he was involved with Michigan Pension & Financial Inc. and has a background that includes roles in hospitality and public transportation sectors. He is also an owner and partner in Michigan Pension & Financial and HJ Capital Partners, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Joseph Girardin is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and AXA Advisors. He also serves as a trustee of his parents' trust. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients.

Joseph Sabelhaus is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. He has been with LPL Financial since 2004. Outside of advising, Joseph has worked as an attorney drafting wills, powers of attorney, and trusts, and serves occasionally as a backup helicopter pilot for traffic reporting in the Detroit area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to discretionary and non-discretionary management and a range of model portfolios and research.

Sheel Desai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works at JPMorgan Chase Bank, NA since 2018. Outside of his advisory role, Desai serves as Treasurer and a member of the Board of Directors for the Novi Parks Foundation, a nonprofit focused on park enhancements. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm delivers its advisory services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Patrick Lapensee is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory work, he is involved in tax preparation through a related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions, offering diverse advisory programs and financial planning services.

Justin Dunn is a financial advisor with LPL Financial in Sterling Heights, MI, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he works as a hockey referee at ice rinks in Detroit, MI. LPL Financial is a national 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Reuben Rashty is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and previously spent three years at Fifth Third Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning leverages structured discovery conversations and approved planning tools without offering individual security recommendations as part of their standalone planning services.

EL Forbes is a Planning Consultant currently working at Fidelity Investments since 2026. In this role, they engage directly with clients to provide financial planning services. EL's approach to financial advising is guided by the values of service, trust, and prioritizing people, reflecting the principles formed during their upbringing in a large family. They strive to make complex financial decisions more accessible and to empower clients to proceed with confidence. Outside of their professional work, EL has interests that include art, cooking and baking, family activities, fitness, food, and social events with friends.

Max Zade is a Planning Consultant who focuses on providing financial planning services that prioritize understanding clients' goals, values, and concerns. He works to build personalized plans that address what matters most to clients over time, aiming to simplify complex financial decisions and provide clarity. Prior to his current role, Max gained experience at Fidelity Investments where he served as a Relationship Manager from 2023 to 2026 and as a Financial Representative from 2022 to 2023. His background includes developing client relationships and supporting financial planning needs. Outside of his professional work, Max has personal interests that include comedy, concerts, museums, music, and tennis.

Evan Delmotte is a financial advisor with Edward Jones in Troy, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 15 years with the Township of Bruce in emergency services as a firefighter and paramedic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Daniel Harrison is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns Steady Strides Running and is involved in coaching runners and supporting races and events as a hobby. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brett Bernard is a financial advisor at Charles Schwab with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliated entities since 2013, as well as at TD Ameritrade from 2021 to 2024. Bernard is a member of the investment committee for First United Methodist Church in Birmingham, MI, though he has not yet begun serving in this role. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a structured investment process supported by centralized custody and operational integration.

Joseph Candela III is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michael Graziani is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at UBS Financial Services for nine years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is involved with The Detroit Athletic Club as a social and athletic member and may serve as chairman of its bowling league. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through a range of advisory programs.

Lindsay Smith is a CFP® with eight years of industry experience. She is currently with Osaic and previously worked at Jackson National Life Distributors LLC for eight years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party managers, utilizing various portfolio construction tools and strategies.

Beau Becker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Pioneer Financial Services and the Ochadleus Family office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Peter Shunyia is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2011 to 2021. Outside of his advisory role, he is involved with TRI-COUNTY PREFERRED REALTY, a real estate rental business in Rochester Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.