Matthew Suszan is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. He has been with Raymond James Financial Services since 2012. Outside of his advisory role, he owns a support company established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs.

Troy Vanden Bosch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at multiple Raymond James entities since 2013 and operates VandenBosch Capital Management as an independent business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools, supports municipal and public-finance work, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Ali Fayad is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience serving families, executives, and retirees in Michigan. He specializes in retirement planning, portfolio management, and long-term wealth preservation, focusing on guiding clients through retirement readiness, portfolio optimization, and family wealth management strategies. Ali began his career as a credit and equity analyst before joining Merrill Lynch, where he has held roles including Senior Vice President and Wealth Management Advisor. He holds a bachelor's degree in Finance from the University of Michigan and maintains series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He has shared his expertise as a featured speaker on retirement planning strategies at the SAEA 2024 Conference in Metro Detroit. Born in Beirut, Lebanon, Ali resides in Dearborn, Michigan with his wife Maha and their four children. He has been active in the community, previously serving as co-chairman for the American Arab Professional Network (AAPN). Outside of work, Ali enjoys golfing, coaching his daughter's soccer team, and spending time with his family.

David Spirl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is a member of the investment committee for the Western Wayne County Conservation Association, where he reviews the club’s investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard.

Joseph Binder is a CFP® professional with 20 years of experience in the financial services industry. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he serves as a trustee for multiple family and non-family trusts. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model utilizing third-party asset managers and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Sarotte is a financial advisor with Ameriprise in Royal Oak, MI, holding a Series 66 designation and 16 years of industry experience. He has been associated with Neal, Furlotte & Associates since 2005. Outside of his advisory role, he is involved with Furlotte Consulting Group, LLC, which supports the administrative aspects of his financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Austin Tackmann is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and four years of industry experience. His prior work includes roles at SHI International and TEKsystems, Inc. He is based in Southfield, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. 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, relying on research and analytics to support diversification and modern portfolio theory in its investment approach.

Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a Green Committee Member at Meadowbrook Country Club. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Maki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, N.A., J.P. Morgan Private Bank, and First Merchant's Corporation. Outside of finance, he has experience managing a lawn care business and worked at Meadowbrook Country Club. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Austin Caryl is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential. He has one year of experience in the financial industry, with prior roles at University Bank and in sports and events management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management and advisory solutions tailored to client objectives.

Douglas Clark is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc. Clark holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Gerald Doran is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent with B&D Financial Group, where he engages in life insurance sales and service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships and offers specialized services such as divorce planning and estate-settlement programs.

Donovan Strong is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Quest Diagnostics prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Vincent Ashley Jr. is a CFP® professional with 46 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for a decade. He also operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of financial advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using various tools and third-party managers to construct and manage portfolios across multiple asset classes.

Carolynn Bridges is a financial advisor with LPL Financial in Plymouth, MI, holding CFP®, Series 65, and Series 63 designations. She has 14 years of industry experience and has worked with firms including Sagepoint Financial and City Center Financial. Outside of advising, she has worked as a data entry contractor in a remote capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management along with access to model portfolios and research.

Adam Albert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and service in the Michigan House of Representatives. Outside of finance, he has been involved with the Greater Canton Youth Baseball Association. 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. The firm delivers these services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Leslie Lister is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2026, Leslie worked at Ameriprise and Comerica Securities. Outside of financial services, Leslie is a member and co-owner of Carpe Diem BLMC, a real estate venture in Huntington Woods, MI. 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, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Melissa Profitt is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She previously worked at Comerica Securities for over three decades and spent several years at Ameriprise before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management strategies supported by proprietary research and model manager options.