Richard Gregor is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, Gregor provides tax consulting services as a CPA and participates in competitive bowling tournaments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, providing both advisory and brokerage solutions with a focus on non-discretionary asset management and credentialed ERISA services.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.

Alyssa Rajakariar is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including positions at Macomb County Probate Court and Ottawa County Juvenile Court. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through diverse investment and planning programs.

John Reynolds is a financial advisor with LPL Financial in Farmington, MI. He holds Series 63 and Series 65 designations and has 42 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services from 2003 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and research.

Christina Di Cicco is a Series 66 licensed financial advisor with 21 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2022, following a decade at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial planning and estate strategies.

Michael Knittel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with Ameriprise in various capacities since 2009, currently based in Troy, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

William Cole is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Christopher Letts is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 license and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board for the Eli Broad College of Business Finance at Michigan State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client decision-making.

Robert Phillips is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively within JPMorgan Chase and J.P. Morgan Securities since 2007. Previously, he was involved with Lifelong Advocacy Inc. from 2012 to 2020. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bethany Curtiss Phyle is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Julie Rieseck is currently a Market Leader at Fidelity, where she leads a Market of Investor Centers and partners with Branch Leaders and their teams to deliver on the company's Standards of Care. In her role, she focuses on managing and supporting branch operations to ensure effective service delivery. Julie has held several positions at Fidelity, including Vice President and Branch Leader from 2022 to 2025, and Regional Coaching Consultant from 2021 to 2023. Her experience reflects a progression through leadership and coaching roles within the organization, contributing to her expertise in branch management and team development.

Leslie Robison is a financial advisor at Morgan Stanley with 31 years of industry experience. Robison previously worked at Merrill for 30 years and Bank of America for three years before joining Morgan Stanley Smith Barney LLC. Robison holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis in its advisory process.

Dianne Gonzalez is a financial advisor at Merrill with seven years of industry experience. She has held her current role since 2018 and worked for nearly two decades at CRS Commercial Real Estate Services prior to joining Merrill. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Biddinger is a Private Wealth Advisor and a partner of The Locniskar Pursel Biddinger Nienberg Rochow Group within Merrill Private Wealth Management. He works closely with a select group of business owners, corporate executives, family wealth, and high wage earning professionals across multiple generations nationwide. His team is structured to provide continuity and connectivity across life stages and priorities, helping client families streamline the complexities of significant wealth through customized advice and guidance. Matthew specializes in multi-generational family wealth management, education planning, liquidity management, retirement and philanthropic planning, portfolio and investment strategy, tax minimization, and managing new wealth. He has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2022 to 2026 and on the "Top Next-Generation Wealth Advisors" list from 2017 to 2019. He earned a bachelor's degree in economics and mathematics from Eastern Michigan University and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Matthew enjoys spending time with his family at their home in Bloomfield Hills, Michigan, and has interests including baseball, hiking, music, reading, and traveling.

Allesandro Dutta is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 credential and has worked at Fisher Investments since 2018, following prior roles at Plante Moran Financial Advisors and a brief period of unemployment. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis and provides services such as sub‑advisory and retirement plan management.

Tyler Urman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has additional experience with Uber. Outside of advisory roles, he is the owner of Northern Wealth Management, a business entity focused on tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance products through an affiliated agency and supports discretionary and non-discretionary investment programs.

John Stelman is a CFP®-credentialed financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2021 and previously from 2009 to 2018. Prior to that, he was with Acorn Wealth Advisors for three years. Stelman also operates an independent insurance agency and other related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a range of portfolio management approaches and platform arrangements.

Arthur Fader is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the church treasurer for the Baptist Church of Hadley, dedicating 30-40 hours per month. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with personalized wealth management and research-driven portfolio strategies.

Michael Busse is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Austin Peay State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering financial planning, advisory programs, and retirement plan consulting through a large network of investment adviser representatives.

Donnel Dickerson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 53 years of industry experience. His career includes prior roles at Securities America and its affiliates, as well as long-term involvement with The Dickerson Group Inc., which he continues to operate as an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with services tailored to client objectives.