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.

Travis Abro is a financial advisor with Edward Jones in Bloomfield Hills, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

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.

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.

Kenneth Demps is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. In addition to his advisory work, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.

Brian Mccurdy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at WealthWave, Beacon Solutions LLC, Netlaw, Premiere Onboard, Transamerica Financial Advisors, and World Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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.

Kevin Peltier is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity from 2020 to 2021, and began his career with the company as a Financial Representative in 2020. In his professional capacity, Kevin focuses on helping clients plan, manage, and grow their wealth over time while aiming to avoid common financial mistakes. He emphasizes treating clients with the same respect and consideration he would expect for himself, ensuring that recommendations are suitable for each client's individual circumstances, family, and future. No information regarding Kevin's education, credentials, personal interests, or community involvement has been provided.

Larry Mah is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as Vice President of the Hartland High School Choir Booster Club and as an elder at Cornerstone Evangelical Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jesse Moore is a CFP® with 35 years of industry experience, currently affiliated with Cetera since 2013. His prior work includes his own CPA and tax preparation practice, and he serves on the finance leadership team of the East Michigan Conference of the Free Methodist Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Erin Dorland is a financial advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. Prior to joining RBC, Erin held roles at Coopers Hawk, J Alexanders, Comerica Bank, Bar Louie, and Citizens Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for customization such as tax management and responsible investing.

Hilary Goodman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Comerica Securities/Ameriprise Financial Services LLC, Massachusetts Mutual Life Insurance Co, The Collective Financial Group, and Neiman Marcus. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Laura Hung Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of her advisory role, she is president and owner of Lakeshore Benefit Group Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

James Smith is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at CJSJ Strategy Advisors, McLaren Medical Group, Beaumont Health, and is currently involved with Grand Blanc Community Schools. 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 including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and firm research.

Carlo Manzella is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as prior experience in several other fields, including operating a DJ service. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Susan Reck is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. In her role, she works with successful individuals, families, business owners, and non-profits to develop personalized financial strategies that address their full financial picture. Susan manages client portfolios on a discretionary basis, incorporating a range of investment options such as individual stocks and bonds, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives. With extensive experience since joining Merrill in 1972, Susan’s expertise spans wealth preservation, retirement planning, estate transfer strategies, tax minimization, and philanthropic planning. She emphasizes a disciplined, long-term investment approach tailored to each client’s risk tolerance and goals. Her client focus areas include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, and corporate investment strategies. Susan holds a Bachelor’s Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. She describes herself as thoughtful, thorough, and patient when working with clients. Outside of her professional activities, Susan enjoys golfing, reading, tennis, traveling, and watching movies.

Hannah Lange is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Her prior experience includes roles at the Richard DeVos Graduate School, Gavin & Associates–Raymond James, and Northwood University. Outside of finance, she worked briefly at StreamSide Restaurant. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kostadin Krajcev is a financial advisor at Cetera with 28 years of industry experience. He has been with Cetera and its affiliated entities since 2025, following a 27-year tenure at Concourse Financial Group Securities Inc. Krajcev is also involved in managing a life insurance and fixed annuities business under Oxford Capital and holds a role in an insurance agency offering property, casualty, health, and dental insurance. Cetera Investment Advisers LLC is an SEC-registered adviser servicing a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing various portfolio management and financial planning services through both discretionary and non-discretionary arrangements.