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.

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 focuses on areas such as Legacy Planning, Managing New Wealth, Personal Retirement Planning, Tax Minimization, and Retirement Income. Antonio holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, he enjoys football, golfing, hiking, hunting, pickleball, spending time with his family, and traveling.

Michael Van Brienen is a financial advisor with Ameriprise Financial Services in Troy, MI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked within various Ameriprise entities since 2007. In addition to his advisory role, he is involved in independent insurance brokering through GUARDIAN. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning that includes written recommendations and annual advice, using a combination of internal research and third-party data within a non-discretionary implementation framework.

Colleen Schon is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she serves as a board member and fundraiser for the nonprofit Funding the Future and is treasurer of The Alexander Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Shondra Decker is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior work includes roles at Lamb Dairy and Prudential Insurance Company of America. Outside of advising, she is employed at Louie's Family Restaurant, where she works in various service positions. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment approaches developed by internal and third-party strategists and offers a range of financial planning, consulting, and access to third-party asset managers.

Benjamin Norrito is a financial advisor with Equitable Advisors in Troy, MI. He holds the Series 66 designation and has approximately one year of industry experience. Prior to joining Equitable Advisors, he worked at Table 74 and has experience in various roles at Central Michigan University, Detroit Build, Texas Roadhouse, and Henry Ford II High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Craig Pasini is a financial advisor with Wells Fargo Clearing in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years with Southwest Securities Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Shaffer is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation. He began his career at Morgan Stanley in 2023 and has prior work experience in various roles, including at iMBranded and in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools to develop tailored financial plans.

Matthew Mazurek is a financial advisor with Robert W. Baird & Co. Inc. in Birmingham, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, model-traded strategies, and tax-management techniques.

Shannon Sweeney Rosenbach is a financial advisor at LPL Enterprise with 11 years of industry experience. She has held positions at Edward Jones, Fifth Third Securities, and Huntington National Bank. Outside of her advisory work, she operates a dog boarding business in Seattle. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Mara Mc Kenzie is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and food service, as well as positions at Michigan State University and several local businesses. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Vicki Filipiak is a CFP®-designated advisor with 27 years of industry experience, currently affiliated with Cetera since 2019. Her prior roles include extensive tenure at Foresters Financial Services and Foresters Advisory Services. She serves as chairperson of the endowment fund committee at St. Paul's Evangelical Lutheran Church and owns an agricultural business involving farming, hunting leases, timber sales, and barn rentals. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary account structures.

Melissa Parkins is a CFP®-designated financial advisor with Raymond James Financial, based in Troy, MI. She has 13 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. since 2019 and Southworth & Wilson, Inc. since 2018. Outside of her advisory work, she supports operations at Southworth & Wilson, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and advisory services aligned with client goals.

Nicole Bell is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Hantz Financial Services for 10 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Cook is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch Wealth Management, and Northwestern Mutual. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Ohman is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999 and also has ties to Roney & Co. since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alicia Schonberger is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. Her prior roles include ten years at Fidelity Investments and earlier positions at Banc of America Investment Services, Ameriprise Advisor Services, and Choreo, LLC. She is involved in divorce financial planning through Lylac Divorce Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and substantial discretionary assets under management.