Grant Hulett is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 designation with nine years of industry experience. His career includes roles at Bank of America and Merrill, and he previously operated Hulett Farm Market & Greenhouse. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and utilizing proprietary research and model-based asset allocations.

Jennifer Kempf is a financial advisor at UBS Financial Services with 19 years of industry experience. She previously worked at Merrill for 16 years before joining UBS in 2025. Kempf holds Series 63 and Series 65 licenses and serves clients from Ann Arbor, Michigan. She is also a trustee of a family trust managing investment decisions for minor beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and capital market assumptions to tailor client strategies.

Vikhar Samad is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as Vice President Financial Consultant at Charles Schwab from 2018 to 2024, and as a Financial Advisor at Merrill Lynch from 2016 to 2018. His professional experience encompasses various aspects of financial advising and consulting, contributing to his expertise in the field. Vikhar communicates in Hindi, Spanish, and Urdu, which allows him to engage with a diverse client base effectively. Outside of his professional work, Vikhar is interested in family activities, social events with friends, golf, lake-related activities, outdoor adventures, and traveling.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Shelar is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, serving in various roles including Planning Consultant, Investment Consultant, Regional Investment Consultant, and Customer Relationship Advocate. Nicholas focuses on understanding his clients' entire financial situations and goals. He collaborates with clients and leverages Fidelity's resources to develop long-term plans tailored to their needs, providing guidance aimed at helping them work towards their financial objectives. Outside of his professional role, Nicholas has interests in food, golf, outdoor adventures, and traveling.

Laurie Piper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Questar Asset Management, Sigma Planning Corporation, and Parkland Securities LLC. Outside of her advisory work, she has served as a Sunday school teacher at Temple Israel in West Bloomfield, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Kenneth Bowman is a financial advisor at Edward Jones in Adrian, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Mortgage Team, Loan Depot, and Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with Investment Centers of America. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

David Mehram is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Thomas Bosio is a financial advisor at Ameriprise in Ann Arbor, MI, with six years of industry experience and a Series 66 designation. He has been with Ameriprise since 2019. Outside of advising, Bosio is employed through Reider Holdings LLC, where he receives his salary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peggy-Sue McNier is the Vice President and Branch Leader at Fidelity, a role she has held since 2019. In this capacity, she contributes to Fidelity's vision by encouraging team members to explore their unique paths and pursue meaningful goals. Her professional identity centers on leadership within the financial services industry. Her experience spans over two decades in financial consulting and planning. Prior to her current position, she served as Vice President and Financial Consultant at Charles Schwab from 2014 to 2019, and as Senior Financial Consultant at LSG Financial from 2010 to 2014. Earlier roles include Vice President of Retirement Planning at Freedom One Financial from 2004 to 2010, and Manager of Financial Planning at Prudential Financial from 2001 to 2004. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Matthew Heinz is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles, including positions at Torch Lake Cafe and Grand Valley State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Matt Weber is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial planning strategies that align with their goals. He emphasizes empowering clients to actively engage with their wealth management process using Fidelity's tools and resources. Before his current role, Matt held positions as a Planning Consultant and Investment Consultant at Fidelity Investments. He also gained experience as a Wealth Associate with Legacy Wealth Partners and worked in roles such as Fraud Analyst and Mortgage Loan Processor at the Bank of Ann Arbor, as well as Mortgage Loan Coordinator at Citibank. Outside of his professional work, Matt enjoys activities such as biking, camping, family activities, outdoor adventures, parenthood, and skiing.

Josiah Keith is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Power Home Remodeling Group and in public school systems before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Ilka Witt is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and is based in Adrian, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joshua Slusarczyk is a Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been working in the financial consulting field since 2013, with previous roles at Raymond James from 2018 to 2022 and at E*TRADE from 2013 to 2018. Joshua focuses on understanding clients' entire needs and goals through a holistic approach to investing. He collaborates with clients to develop plans aimed at achieving their retirement objectives. Outside of his professional work, Joshua has personal interests that include golf, spending time at the lake, parenthood, and soccer.

David Yu is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2017 and Arcadia Capital Stevensville from 2017 to 2023. Yu is a 35% owner of Arcadia Capital, a support company based in Holland, MI. 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, institutions, and charitable organizations. The firm employs analytical tools and tailored consulting to align with client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Leilani Jacobson is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she partners with clients to develop personalized financial plans aimed at achieving their long-term goals and building reliable retirement income. She emphasizes tailoring each plan to the unique needs and wants of her clients and focuses on building lasting relationships based on trust and transparency. Prior to her current role, Leilani worked at E*TRADE Financial, where she served as a Branch Service Representative from 2019 to 2022 and as a Senior Financial Service Representative from 2018 to 2019. This experience has contributed to her knowledge and expertise in financial services and client relationship management. Outside of her professional work, Leilani enjoys attending concerts, cooking and baking, outdoor adventures, skiing, traveling, and spending time with her pets.

John Reyes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2004 and has gained extensive experience through roles at several firms, including J.P. Morgan Securities LLC and TD Ameritrade, Inc. His career path includes positions such as Financial Consultant, Financial Advisor, Investment Consultant, Personal Banker, and Financial Services Associate. John works closely with clients to develop and implement financial plans tailored to their specific goals. He emphasizes the importance of client involvement in monitoring and adjusting financial strategies over time to align with their unique objectives. Outside of his professional role, John enjoys activities such as baseball, comedy, concerts, family activities, music, and running.

Gautam Muthusamy is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. He has been associated with Baughman Capital Management and Raymond James Financial Services Advisors Inc. since 2016. Outside of advisory work, he serves as treasurer and board member of Ronald McDonald House Charities Ann Arbor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and employer advisory services.