Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Cherene Smith is a financial advisor with Raymond James & Associates in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Raymond James & Associates since 2016, with prior experience at Merrill and Financial Security Advisory Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Geyman is a Series 66 licensed advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Mass Mutual Investors Services. He also engages in non-variable insurance activities through Prudential-sponsored products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through independent Financial Professionals using both proprietary and third-party model strategies across various platform arrangements.

Mark Fuqua II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at Bank of America and Merrill. Outside of his advisory role, he is a silent owner of a physical therapy office, Michigan Orthopedic Rehabilitation, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Pedro Rivas is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Schwab in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank NA from 2011 to 2024. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts. Schwab’s scale and integrated structure support a broad client base with centralized supervisory, custody, and order-routing services.

Aileen Muri is a financial advisor with Morgan Stanley in Troy, Michigan, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is the owner of LiACO LLC, a property management business based in Troy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, as part of its investment approach.

Gary Wood is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he spent over a decade with Avantax firms and has operated Wood and Associates Tax and Wealth Management, LLC since 1990, providing accounting and tax preparation services. He is also a managing member of Rochester Advisory Group, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor offering a multi-manager platform to a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Jessica Powell is a Series 66-licensed financial advisor with six years of industry experience. She is currently with LPL Financial and also operates AQuest Tax Solutions, providing tax preparation and accounting services. Her prior experience includes roles at Cetera Advisor Networks and Stonebridge Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Katherine Rhodes is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Northwestern Mutual Investment Services LLC, Dominic Mirabella, Brad Seitzinger, and R Philip Sarnecki. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Robinson is a financial advisor with Wells Fargo Clearing in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors, LLC and has a diverse background that includes roles in marketing and corporate settings at firms such as Leo Burnett and Fiat Chrysler Automobiles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Mark Geraghty is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mark's approach to financial advising centers on working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's degree from Western Michigan University and has obtained the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Mark has been with Merrill since 2008, bringing extensive experience in wealth planning, advice and guidance, and portfolio construction. Outside of his professional role, Mark is involved with community organizations including St Regis Catholic School, Birmingham Little League Baseball, and USA Hockey. His personal interests include baseball, cooking, golfing, ice hockey, photography, reading, spending time with his family, and practicing yoga.

Joseph Moceri is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America. Outside of his advisory role, he has served as Past Commodore and an ex-official member of the Board of Directors of the North Star Sail Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Robert Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and also manages the Pettrillo Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs including municipal and public finance services.

Ryan Crue is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research. He is also a presenter for White Glove Workshops, a seminar series based in Bloomfield Hills. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Ian Mcculloch is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Mitchell Mccann is a financial advisor at LPL Financial with 38 years of industry experience. He previously worked at Ameriprise Financial Services and Raymond James Financial. Outside of his advisory role, he is an author of a book unrelated to investment. 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 portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Ricardo Armijo is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, Armijo is the owner of BRN Development, a business unrelated to investment activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.