Matilda Carr is a Series 66-registered financial advisor with Morgan Stanley in Birmingham, MI, having joined the firm in 2025. She has prior experience at Blanchard and Walker PLLC and has worked in various customer service roles, including at Knight's Steakhouse and Target. Outside of her advisory career, she has experience in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Nathan Szenay is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Raymond James and Morgan Stanley Smith Barney in various capacities since 2015. 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 services supported by analytical tools and maintains a notable affiliation with a municipal advisor, enhancing its municipal and public-finance offerings.

Brendan Kelly is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Ford Motor Company and Haworth. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriella Stevens is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her work history includes roles at Bank of America N.A., Senior Benefits and Planning, LLC, MariPau Wealth Management LLC, and Securian Financial Advisors of the Great Lakes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Kelly Boyd is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of advisory work, he is involved in presenting seminars through White Glove Workshops and serves as an insurance agent with several non-variable insurance providers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Logan Oates is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and two years of industry experience. He has been with Morgan Stanley since 2021. Outside of his advisory role, he is involved as a sales and marketing contractor for an online retail business on Etsy, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and offers comprehensive investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Beth Decker is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., The Huntington Investment Company, and Trustee Empowerment & Protection, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized municipal advisory and SIMPLE IRA employer consulting programs.

Daniel Ferguson is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Comerica Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Roy Stewart is a CFP® certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial since 2001. He is based in Farmington Hills, MI, and holds a Series 63 license. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and diverse investment strategies.

Ramzi Boyd is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he worked for over two decades. In addition to his advisory work, Boyd has ongoing involvement as a financial advisor with Comerica Financial Advisors. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Julian Bueno is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and MassMutual Great Lakes. Outside of his advisory work, he is a partner in CryptoCeramics LLC, a business involved in art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Nicklaus Jensen is a financial advisor with Edward Jones in Waterford Township, MI. He holds a Series 66 designation and began his advisory career with Edward Jones in 2026. Prior to joining Edward Jones, he has experience in various roles at Quantum Packaging Technologies LLC, Rocket Mortgage, and other positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has a concurrent role in management at Cooper Standard Automotive, where he has worked for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional services, delivering advice through a large network of investment adviser representatives who utilize various investment strategies and operational tools.

Dean Thurman Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 36 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he owns White Glove, a non-investment-related business based in Birmingham, MI. 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 and third-party asset management, utilizing various portfolio strategies and advisor support tools.

Dawson Richard is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and involvement with Clean Works LLC and McCandless Township Sanitary Authority. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Nicholas Bageris is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

Sheryl Liskiewicz is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Lewis Rowe is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and over 39 years of industry experience. His previous roles include positions at Oppenheimer, Citizens Securities, The Huntington Investment Company, and Comerica Securities. He also provides financial planning and consulting services through Institutional Investment Consulting, an independent advisory firm he started in 2019. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

John Rogers is a Series 66-licensed financial advisor with Morgan Stanley, based in Farmington Hills, MI, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.