Daniel Ryan is a financial advisor at Edward Jones in Clarkston, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at Midland Tool and Supply for three years and Milwaukee Tool for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Nandini Sherry is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Outside of her advisory role, she serves on the Board of Directors for Sunny Days of Youth. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Fleischer is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Scott Vermillion is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at DFCU Financial Federal Credit Union and CUSO Financial Services, L.P. In addition to his advisory role, Vermillion is involved with DFCU Financial Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Mahfet is a financial advisor with LPL Financial in Auburn Hills, MI, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Zhang Financial, Plante Moran, Herbert Financial Group, and Ascent Aerospace. He has also worked at Western Michigan University and Emagine Entertainment outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and operational tools.

Bradley Thomas is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2023. He has previously worked with Thomas Financial Company LLC and FSC Securities Corporation. Thomas is also involved in retirement planning through a partner role at a marketing office in Trenton, Michigan. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a broad range of investment solutions, supported by advanced portfolio construction tools and multiple advisory platforms.

Douglas Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves in the U.S. Naval Reserves, participating in monthly training and annual mobilization exercises. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Tribul is Vice President and Branch Leader at Fidelity Investments, where he has held leadership roles since 2014. In his current capacity, he develops, leads, and inspires professionals dedicated to assisting clients with their financial goals. Prior to becoming Branch Leader, he served as Assistant Branch Manager from 2012 to 2014 and as a Financial Consultant from 2003 to 2012. Over his tenure at Fidelity Investments, Matthew has gained extensive experience in financial consulting and branch management.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s tools.

Ali Mchawrab is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ali worked at Bank of America and CVS Health. Outside of finance, Ali is a pharmacist involved in verifying medication therapy and consulting with patients at Hamzeh Pharmacy in Dearborn, MI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Brent Bosart is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He has been with RBC Capital Markets since 2021, including a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party investment managers.

Rupinder Chawla is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, utilizing systematic methodologies and oversight controls.

Melanie Daugherty is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates Global Investment Committee estimates and Monte Carlo simulations.

Michael Widmaier is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012. Widmaier also has a secondary role providing product information at archery dealer events through Steve Kaufman & Associates. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework for investment recommendations.

Timothy A. Shelton is a financial advisor at UBS Financial Services with 24 years of experience in the industry. He holds a Series 66 designation and has worked at UBS since 2003, including prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services while delivering advisory work through proprietary research and model-based asset allocation.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Daniel Bulgozdy is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously worked at Chase Investment Services Corp. from 2010 to 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Peter Ciavaglia is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and carrying 27 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he manages VHF Racing, LLC, a harness race horse ownership LLC for which he is the sole member. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Lamb is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the Series 66 designation and has 25 years of industry experience, including 11 years with Raymond James & Associates. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.