Rodrigo Gaytan Jr. is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at GFL Environmental Inc., Jackson, and various entrepreneurial ventures such as Gaytan Lawn Care and Gaytan Construction Inc. He attended Michigan State University from 2021 to 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and tax-aware withdrawal strategies for clients nearing or in retirement.

George Sovinsky is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America and has served as a police officer for the City of Lathrup Village since 2012. Outside of his advisory role, he operates a sole proprietorship providing occasional home theater installation and computer repair services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alan Sasson is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 14 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by in-depth analysis and a broad range of portfolio management styles.

Jason Norris is a Series 66 licensed financial advisor with 22 years of industry experience. He has worked at Prudential Insurance Company of America since 2004 and joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Salvatore Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved in health insurance sales through Creative Benefit Solutions. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, providing services through a large network of Investment Adviser Representatives.

Thomas Pursel is a Private Wealth Advisor and partner at Locniskar Pursel Biddinger Nienberg Rochow Private Wealth Management, a multi-generational legacy team dedicated to helping client families manage the complexities of significant wealth. His role involves providing customized advice and guidance aimed at nurturing each family's long-term legacy through continuity and connectivity across life stages and priorities. Tom's expertise includes divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, portfolio management services, tax minimization, and retirement income. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his qualifications in guiding clients through complex financial decisions. He holds a bachelor's degree from the University of Michigan. In addition to his professional work, Tom is actively involved in his community. He has served as Past President of the Detroit Golf Club and former Chairman of its Membership Committee. He is a former board member of First Tee of Michigan, a youth outreach program that promotes character, values, and education through golf. Tom currently serves on the Michigan board of the American Cancer Society. He lives in Bingham Farms, Michigan, with his wife, Val, and they have four children.

Alexander Garrett is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 17 years of industry experience. He has held roles at Cetera Wealth Services, Voya Financial Advisors, and Ohio National Financial Services among others. Outside of his advisory work, he is a co-owner of Horizon Wealth Management and is involved in educational initiatives through Horizon Adviser University. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform that offers various program structures and investment strategies through both affiliated and third-party managers.

Kathryn Wunderlich is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has a background that includes legal studies at Antonin Scalia Law School and prior roles at Legacy Wealth Management Group and Speedwell Law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Lisa Imbrunnone is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Huntington Investment Company and Huntington National Bank for nine years. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Gevork Sarkisyan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

William Stemzynski is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and six years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America N.A. since 2020, following five years at Meritor Inc. Outside of finance, he is a member-owner of a construction and design LLC that he currently holds for potential future use in house flipping as a hobby. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Daniel Muzljakovich is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Ameriprise since 2009, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of his advisory role, he owns and operates a tax preparation business, Bryan Russell & Associates, PC CPA's. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brianne Aubin is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding a Series 66 designation and 14 years of industry experience. She has worked at RBC Capital Markets since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment objectives.

Jack Oliveri is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He also provides tax, audit, and accounting services at Bultynck & Co PLLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management solutions through a large network of independent advisors and employs a multi-manager platform with various program structures and portfolio options.

Christian Benard is a CFP®-certified financial advisor at Cetera with 25 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2025 and has a long tenure with Innovative Financial Inc. and Commonwealth Financial Network. Outside of advising, he is a silent investor in two hospitality businesses in Oakland Township, Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Eryck Little is a financial advisor with Morgan Stanley in Troy, Michigan, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured-product activities.

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.