Helen Terenzi is a financial advisor at Stifel with six years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Producers Choice/Raymond James. Outside of her financial career, she has worked with L'Oreal USA in fragrance sales and promotion since 2005. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christopher Scott is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera Advisors LLC since 2013. Outside of his advisory role, Scott is a part owner of Bultynck & Co., a CPA firm providing audit, review, tax, bookkeeping, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes both affiliated and third-party managers.

Tari Saylor is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1983. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Bryan Moreen is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2009. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Thomas Bellos II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Bellos is involved with the nonprofit organization Empty Bowls Detroit, participating in planning and event preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Troy Yaldoo is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, tax-management strategies, and municipal advisory services, supported by internal research and the use of artificial intelligence in client advice.

Julie Bennett is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at infinex Investments, Inc. for eight years and Flagstar for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

Linton Banwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. His prior roles include positions at National Planning Corporation and General American, and he has been involved with North American Pension Services LLC since 1970. Outside of advising, he operates North American Pension Services as a sole proprietor administering retirement plans and serves as a licensed real estate agent for his own purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Strong is a financial advisor at UBS Financial Services in Troy, MI, holding a Series 66 designation and possessing 20 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

James Cross is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages conflicts when providing fee-based advisory services.

Robert Krut is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked in various capacities at Wells Fargo entities since 2015. Outside of advising, he serves as a co-trustee of a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Jonathan Stano is a CFP®-designated financial advisor with LPL Financial, bringing 13 years of industry experience. He has worked with Alliance Catholic Credit Union and FinTrust Brokerage Services, LLC prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

John Findling is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Raymond James Financial since 2001 and currently serves as branch manager and producer at John Findling and Associates. He also acts as a fixed annuity representative for GBU Financial. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using advanced risk and analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

William Connell II is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed, Life Guide Financial Consultants, and Plymouth Advisory Group. He has also taught at Schoolcraft College and been involved with the Michigan Opera Theater. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Matthew Delisle is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Tricia Fitzsimons is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan Financial Companies and various positions unrelated to finance, such as managing a mobile detailing business and working at a trampoline park. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable accounts through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

Corey Townsend Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he held roles at Bank of America, Consumer Advancement, and Rocket Mortgage. Outside of his advisory work, he serves as a program coordinator for Consumer Advancement, an assisted living facility, where he manages financial billing and supply inventory. 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 and profit-sharing plans, corporations, and charitable organizations.

Christian Mendyk is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2021. Prior to his career in finance, Mendyk held various positions outside the industry, including roles at Detroit Water Ice Factory and Fuzzy's Family Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.