Paul Buckles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes nine years at Raymond James & Associates and prior roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jill Nester is a financial advisor with UBS Financial Services in Birmingham, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2000. UBS Financial Services 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 plans based on clients’ goals and risk tolerances.

Elliott Hurford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fifth Third Bank NA for nine years before joining LPL Financial in 2020. Outside of his advisory role, he is a commissioned notary and operates a consulting business for tax and investment purposes. 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, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Russell Henry is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2002. Outside his advisory role, he is involved with Sand Key Capital, a real estate brokerage, and holds a non-variable insurance agent position. 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, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations, such as a municipal advisor and specialized SIMPLE IRA programs.

Christopher Ohlert is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. He is also involved in several financial services ventures, including ownership roles in United Planning Group and UPG Financial, and holds a position as president of COHLERT LLC. Additionally, he sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary investment authorities.

Sara Uh is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Troy, MI. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. from 2018 to the present. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Stephen Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Stephen earned both his Bachelor's Degree and Master's Degree from Purdue University, with his graduate studies completed at the Krannert School of Management.

William Colvett is a CFP® professional with 23 years of industry experience currently with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Indianwood Financial, where he has maintained a long-term involvement. In addition to his advisory work, Colvett is involved with Orion Tax Group, providing tax preparation and accounting services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies, supported by advanced operational tools.

Kevin Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as part of the Cook Group. He has been with Merrill since May 2013 and contributes to a team with a history dating back to 1974. Kevin works with clients to develop family wealth management strategies, legacy planning, liquidity management, and retirement income planning, among other areas. Prior to joining Merrill, Kevin was a small business owner for over 10 years, providing him with insight into the challenges faced by business owners. He leverages this experience to assist small business clients in planning for their financial futures. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kevin earned a bachelor's degree from St. Olaf College and a master's degree from the University of Minnesota. He graduated from Brother Rice High School in Bloomfield Hills, MI. Outside of his professional work, Kevin and his family are active in their local community, including involvement with Brother Rice High School, City Light, Independence Elementary School, and The River Church in Holly, MI. He enjoys outdoor activities such as camping, fishing, golfing, hiking, ice hockey, running, skiing, volleyball, and spending time with his family.

Luke Krupp is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his advisory role, Krupp held positions at Shipt, Threshold (DTE Sales), and Uncommon Consulting Group. He is also the owner of Krupp Painting, a small painting business he has operated since 2019. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary programs and offering ERISA fiduciary services to qualified plans.

Alyssa Flevaris is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, Alyssa worked at Financial Independence, LLC and has experience in the education sector at Michigan State University and Schoolcraft College. Outside of her advisory role, she is employed as a waitress at Highland House Restaurant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party asset managers and advisory models, focusing on aligning client risk tolerance with appropriate investment strategies.

Kevin Nowakowski is a CFP® professional with over 30 years of experience at UBS Financial Services, where he has worked since 1993. He holds Series 63 and Series 65 licenses and is based in Troy, MI. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 advice to client goals and risk tolerances.

Dana Davis is a financial advisor at Morgan Stanley in Troy, MI, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and 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 incorporating firm-approved tools and modeling techniques.

Mary Fugelsang is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.

Ryan Kerchoff is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at Fastenal and WM, among others. Outside of his advisory work, he serves as an independent scout for Blue Dragon Hockey, a hockey consulting agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Lisa Jaboro is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014, following roles at Raymond James & Associates and Wells Fargo Clearing. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services 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 strategies.

Jaime Wolfe is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining OSAIC in 2024, Wolfe worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Wolfe co-founded and serves as Vice President and Treasurer of NBS Animal Rescue, a nonprofit focused on rescuing at-risk dogs. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Mark Thistlethwaite is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeled outcome simulations.

Dennis Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Canyon Realty LLC, where he has worked as a real estate agent since 2007. Additionally, he is a 50% owner of Michigan Pension Group, a third-party pension administration firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while managing over $819 billion in discretionary assets.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.