Tonya Pirker is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 1999. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaclynn Parent is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held previous roles at J.P. Morgan Securities and Chase Investment Services Corp. Jaclynn serves as a trustee and holds power of attorney roles in trust-related matters. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jonathan Hunter is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to provide written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has diverse work background including roles at Bubbleology and Taystee Burgers. Outside of his advisory role, he coaches soccer for the Dearborn Soccer Club. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management via a network of Investment Adviser Representatives and third-party asset managers.

Ziad Dallo is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Ziad held roles as Senior Wealth Manager at CIG Capital Advisors from 2018 to 2019 and Senior Financial Consultant at TD Ameritrade from 2011 to 2018. In his role as a Financial Consultant, Ziad works collaboratively with clients to develop financial plans that address both short-term and long-term goals. He is committed to providing unbiased opinions and transparent advice to support his clients' financial well-being and peace of mind.

Angelica Kennedy is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks, with implementation services provided by related affiliates.

Wallerend Ezin is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with OSAIC Wealth, Inc. since 2018 and maintains a role at Michigan Financial Companies since 2014. Ezin participates as a board member in several wealth management LLCs and serves as a trustee for a charitable organization. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting multiple program types delivered through an extensive affiliate network.

Connor Kin is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2021. His background includes roles in financial planning and marketing of fixed annuities and securities. Kin also has prior experience in various industries such as food service and education. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through multiple program platforms.

Donald Andrysiak is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and the Series 63 license. He has worked with Cetera Advisors LLC since 2013 and owns Economic Financial Services LLC, a financial services firm established in 1999. Outside of advisory work, he is also an agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Ian Mc Guire is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized strategies that address their short-, mid-, and long-term financial goals. He provides guidance on various aspects of investing, retirement planning, and saving for unexpected events, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ian's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Olivet Nazarene University. Outside of his professional work, Ian is involved in the Northline Church community. His personal interests include billiards, bowling, chess, music, painting, reading, spending time with his family, and swimming.

Corey Wacker is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is the owner of CW Wealth and serves as a high school sports official. He is also a minority owner of Great Lakes Entry Systems, a shoreline and marine products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Dolapo Bankole is a Series 66-credentialed financial advisor with three years of industry experience. Currently with LPL Financial, Bankole previously worked at Raymond James Financial Services, UBS Financial Services, and The Vanguard Group. Outside of advisory roles, Bankole has experience with editorial services and education. 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 financial planning, managed portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Nick Valenti is a CFP® and ChFC® with 44 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at Sii. Valenti serves as president of multiple financial entities, including Platinum Wealth Solutions of Texas, LLC, and Michigan Financial Companies, Inc., where he provides leadership and management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Jordan Long is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he worked at Flex Medical Solutions for two years and has experience in other industries including tennis and golf. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs, and it has distinctive roles such as serving as a commodity pool operator and advising multiple fund-of-funds.

Joshua Ellis is a financial advisor with MassMutual Investors Services and holds Series 65 and Series 63 licenses. He has one year of industry experience, including roles at MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Company. He previously worked at MSU Federal Credit Union and Michigan State University. MassMutual Investors Services, LLC 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 using firm-approved analytical tools and also provides specialized planning programs such as divorce and estate-settlement planning.

Andrew Gagne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Northville, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Gagne is the owner of New World Financial and is also affiliated with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, with a notable affiliation supporting municipal and public finance work.

Steven Schweickart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that manages the finances of individuals, families, and business owners throughout Southeastern Michigan and across the United States. Steven provides personalized wealth management strategies tailored to clients’ unique financial goals and changing market conditions. He helps clients consider factors such as risk tolerance, time horizon, and liquidity needs in developing their financial plans. Steven specializes in family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. He and his team build, implement, and review investment strategies, collaborating with specialists when clients require more complex expertise. Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor's degree from Michigan State University. Outside of his professional work, Steven is involved with the Grosse Ile Nature and Land Conservancy. His personal interests include hiking, reading, spending time with his family, playing tennis, and traveling.

Kelly Bambrough Lugar is a financial advisor with Cambridge Investment Research Advisors in Berkley, MI. She holds Series 63 and Series 65 credentials and has 26 years of industry experience, including over two decades with Cambridge Retirement Advisors, Inc. and Cambridge Investment Research, Inc. Additionally, she is an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Marco Mejia is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with Affirm and General Motors. Mejia is currently affiliated with several entities within Raymond James Financial and also maintains a connection with R2 Financial Planning, LLC. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals and supports a range of advisory programs and institutional consulting services.

Matthew Liston is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2018. His prior experience includes roles at Cambridge Investment Research, Gleba & Associates, and Edward Jones Investments. He is also involved as an agent in the sales of fixed annuities through an affiliated LLC. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money managers within a multi-advisor platform.