Salvatore Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in health insurance sales through Creative Benefit Solutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kenneth Hagar is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with firms including Huntington Investment Company, Minnesota Life Insurance Co, and Bank of America. In addition to his advisory role, he serves as Director of Retirement Plan Strategies for UHY Wealth Management, focusing on strategic retirement planning and client relationship management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad network of affiliated advisors and employs various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Garrett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Voya Financial Advisors and Ohio National Financial Services. Garrett is also co-owner of Horizon Wealth Management, a financial services firm involved in insurance and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Kathryn Wunderlich is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Legacy Wealth Management Group and has a background that includes legal studies at Antonin Scalia Law School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Gevork Sarkisyan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Daniel Muzljakovich is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Outside of his advisory role, he owns and operates a tax preparation business, Bryan Russell & Associates, in Clinton Township, MI. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jack Oliveri is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. He also works with Bultynck & Co PLLC, providing tax, audit, and accounting-related services unrelated to his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Dawson Carpenter is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a youth music director at The Apostolic Church of Auburn Hills. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Christian Benard is a CFP® with 24 years of experience in financial services. He is currently affiliated with Cetera and has previously worked with Commonwealth Financial Network. Benard is the owner and president of Innovative Financial Inc. and also holds a role as an insurance agent, alongside being a silent investor in two hospitality businesses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, blending affiliated and third-party managers to deliver customized investment strategies.

Eryck Little is a financial advisor at Morgan Stanley in Troy, MI, with nine years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Christopher Ajlouny is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2020 to 2022 and as a Financial Representative at the same firm from 2019 to 2020. He began his career with an internship at Morgan Stanley from 2017 to 2018. In his current position, Christopher works directly with clients and their families to understand their financial situations comprehensively. He focuses on developing investment plans tailored to meet clients' financial goals.

Bryan Collier is a Planning Consultant who works collaboratively with clients and advisors to support unique financial goals and provide a comprehensive planning experience. He has held various roles in the financial industry, including Relationship Manager and Financial Representative at Fidelity Investments from 2022 to 2024. Prior to his roles at Fidelity Investments, Bryan worked as a Financial Analyst at Orchid Orthopedic Solutions from 2020 to 2022.

Sherry Gira is a financial advisor with Ameriprise in Washington, MI, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves as a trustee and participates in a shared office leasing business through GreenSpring Leasing, LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Marcos Quintero is a Planning Consultant at Fidelity Investments, where he focuses on helping clients implement and monitor retirement plans tailored to their unique goals. He emphasizes building strong, trusting relationships by understanding each client personally and partnering with them to create strategies they feel confident in. His role involves providing clear guidance and ongoing support to help clients achieve peace of mind in their financial planning and retirement. Marcos has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Equitable Advisors from 2022 to 2023. His professional experience centers on retirement planning and client relationship management. Outside of his professional work, Marcos enjoys fishing, football, golf, outdoor adventures, reading, and traveling.

Steven Ellsworth is a financial advisor with LPL Financial in Warren, Michigan, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has previously worked at USAdvisors Wealth Management and Extra Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with research and model portfolios from various providers.

Kirk Ritchie is a financial advisor with LPL Financial in St. Clair Shores, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 1998. In addition to his advisory role, he is involved in tax preparation through a separate business, US TAX Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Kimberly Vallet is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Davis Graham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He applies his experience to help clients create personalized financial plans that align with their unique ambitions and priorities. Davis earned a Bachelor's Degree from Wayne State University and holds the Personal Investment Advisor (PIA) professional designation. As a Wayne State Baseball alumnus and a member of GSJ and Associates, which has over 80 years of market experience, he focuses on helping clients achieve financial freedom by accomplishing short-term goals while planning for retirement. Born and raised in Grosse Pointe, Davis is committed to supporting his community in maintaining their desired lifestyle. Outside of his professional work, Davis enjoys spending time with his dog Bailey and watching sports. His personal interests include baseball, football, golfing, and pickleball.

Brandon Zupko is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Zupko has a recorded prior affiliation with the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Garrett Chiodini serves as a Planning Consultant at Fidelity Investments, where he assists clients in implementing and monitoring retirement plans tailored to their individual goals. He focuses on building strong, trusting relationships by understanding clients personally and partnering with them to develop confident strategies. Garrett aims to provide clear guidance and ongoing support to help clients live and retire with peace of mind. His professional experience at Fidelity Investments includes roles as Planning Consultant since 2026, Relationship Manager from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he held positions at Hantz Financial Services as a Planning Assistant in 2023 and a Planning Analyst Intern from 2022 to 2023. Outside of his professional work, Garrett enjoys a range of outdoor activities including camping, football, golf, hiking, and other outdoor adventures.