Mario Lepore II is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2000. Outside of his advisory work, he is an owner of an industrial valve sales business and serves as a U.S.A. Hockey official. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Russell Bisinger is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Solutions Representative II from 2022 to 2023 and Investment Solutions Representative I from 2021 to 2022. Prior to joining Fidelity, Russell worked as a Financial Advisor at Edward Jones from 2017 to 2021. Russell holds insurance licenses in Arkansas and California, demonstrating his qualifications to provide insurance-related financial advice. He focuses on helping clients achieve their unique financial goals through tailored investment solutions. Outside of his professional responsibilities, Russell enjoys spending time with friends and attending social events. He also has interests in hiking, traveling, and caring for pets.

Monica Siebert is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has worked at Franklin Templeton and Hantz Financial Services prior to joining Baird in 2021. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Gina Cetnar is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently affiliated with LPL Financial since 2009. She holds a Series 66 license and is based in Troy, MI. In addition to her advisory role, she is engaged in writing a book and has established a business entity related to successful money management seminars. 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 and financial planning services supported by model portfolios, third-party subadvisors, and research resources.

Bradley Fischer is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 1997 and also has been involved with Trygreen Chemlann since 1989. Outside his advisory role, Fischer serves as a trustee for a family revocable trust. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

David Runyon is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a hockey coach for Cranbrook Schools, a private foundation in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and offering access to extensive retail and institutional investment services.

Carrie Syrett is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Thrivent Financial and Citizens Bank. Outside of advising, she is an organizer of Motor City Frenchies LLC, a French Bulldog adoption, grooming, and rescue operation. LPL Enterprise serves a wide range of clients including individuals, retirement plans, nonprofits, corporations, and institutional investors through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products via an integrated platform.

Quinten Garcia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2021 and previously held positions at Bank of America, G4S Secure Solutions, and Wireless Revolution of Sprint. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its investment offerings within Bank of America’s broader platform, providing access to a wide range of services and products.

Leonard Ligotti Jr. is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad product platform including lending and custody services.

Peter Singler Sr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is president of Financial Accounting Services Inc., where he prepares tax returns and financial statements for clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Ralph Bryant Jr. is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Bryant is also the owner of Bryant Management, LTD, a business through which he managed his practice and received rent from other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Eric Ciokajlo is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured processes and firm-approved tools but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

David Gasper is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midnight Golf, a nonprofit after-school program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Zachary Conforti is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Aflac Insurance Company and various positions during his time at Wayne State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Matthew Suszan is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He holds the Series 66 designation and is based in Bloomfield Hills, MI. Outside of his advisory role, he owns a support company established for tax purposes. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm primarily offers non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Troy Vanden Bosch is a financial advisor with Raymond James Financial in Commerce Township, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked with various Raymond James entities since 2013 and owns VandenBosch Capital Management, an LLC he operates as an independent contractor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

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.