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.

I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through tax efficient wealth planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most. Before founding BRJ Wealth Management in 2022, I helped start what became a top 5% producing advisory practice at LPL Financial among over 19,000 financial advisors nationwide. I was responsible for creating holistic strategies to meet the goals of over 200 individuals and families. I also led the investment management team where we oversaw $160 million assets under management of client portfolios. Outside of crafting financial plans, my greatest joy comes from spending time with my wonderful family. My wife, Kelli, is a dedicated elementary school teacher right here in Brighton. We've been happily married since 2016 and are kept wonderfully busy by our two daughters, Kaia (3.5) and Brecklyn (1.5). Their adorable "frenemy" dynamic provides endless entertainment! After a decade away, we're thrilled to be back in Michigan and have settled into our new home in Brighton. We're actively unpacking and eagerly reconnecting with family and friends, excited to become an integral part of the Brighton community. When I have a moment to myself, I love being outdoors – whether it's exploring local parks with the girls, playing sports, or enjoying time on the water. Even in the Michigan winters, I continue my lifelong passion for ice hockey, playing weekly in a league. You can schedule a complimentary introduction call at https://calendly.com/brjwealth/initial-strategy-call

William Wagner III is a CFP®, CFA®, and Series 66 designated advisor with Raymond James Financial Services Advisors, Inc., and has nine years of industry experience. He has been with Raymond James since 2016 and is also involved with Priestap Financial, where he serves as an associate focusing on day-to-day operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

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.

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.

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.

Timothy Compton is a financial advisor with Thrivent Investment Management based in Brighton, MI. He holds a Series 66 designation and has 10 years of industry experience. Compton has been with Thrivent and its affiliated entities since 2016, including a prior role at Thrivent Financial for Lutherans from 2007 to 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

Benjamin Hogg is a financial advisor with Edward Jones in Farmington, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in music as a performer, teacher, and promoter through Benny Edwards Enterprises, and he founded The Flamingo Incident, a fundraising committee that produces music concerts to raise money for cancer. Hogg also serves as a board member for the Farmington/Farmington Hills Neighborhood House and participates in several local business and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network as well as affiliated services including trust and securities-based lending.

Jeffrey Saunders is a CFP® professional with 12 years of experience in financial advising. He has operated Saunders Financial LLC since 2013 and has a law practice dating back to 1991. In addition to his advisory work, he maintains an active law practice and is a licensed insurance agent. Saunders Financial LLC serves individual investors, including trusts and estates, providing financial planning and portfolio management with a tailored approach using equities, mutual funds, ETFs, fixed income, and cash alternatives. The firm also utilizes a third-party asset manager for trade execution and offers ongoing monitoring based on client needs and market conditions.

Ruben Ramirez is a financial advisor at MSP Investment Advisors, LLC with the PFS™ designation and two years of industry experience. He is also a partner at Mellen, Smith & Pivoz PLC, a public accounting firm. MSP Investment Advisors operates as a solicitor, referring primarily individual clients and certain entities to independent, SEC-registered investment advisers. The firm does not provide portfolio management or custody of assets and is notable for its affiliation with a public accounting practice.

Jeffry Campeau is a Series 65-credentialed financial advisor with nine years of experience at MSP Investment Advisors, LLC. He is also a partner at Mellen, Smith & Pivoz, PLC, a CPA firm where he has worked full-time since 1989. MSP Investment Advisors operates as a solicitor, referring individual clients and various entities to independent, SEC-registered investment advisers without providing portfolio management or investment discretion. The firm is notable for its affiliation with a public accounting practice and its referral-based compensation structure.