Jared Kersten is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Fisher Investments and PNC Bank. His current tenure at Cetera includes multiple entities within the firm since 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following prior roles at Bank of America and Merrill in 2016–2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jessica Nuhaj is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, she worked at Equitable Advisors and is involved in operating Farmers Café 1 LLC, a business she has owned since 2017. 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 a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

William Stemzynski is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at Meritor Inc. from 2015 to 2020. Outside of his advisory role, he owns W & E Construction & Design LLC, a business intended for house flipping as a hobby, though he currently does not actively operate it. 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 individuals, high-net-worth clients, and institutional investors.

Anthony Ajlouny is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Auto-Owners Insurance, IHS Markit, BJ's Brewhouse, D&D Bicycles, and Michigan State University. 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 financial plans and portfolio management.

Craig Brass is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Brass is a freelance writer and serves on the board of directors for the Great Lakes Golf Academy, which focuses on developing junior golfers for collegiate competition. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to deliver tailored financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Andrew Kinunen is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for Hantz Financial Services for 12 years before joining Osaic in 2025. Outside of his advisory role, Kinunen assists with client meeting preparations and administrative tasks as a registered assistant at REDSKY Financial LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and providing access to a range of investment options and third-party money managers.

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Nicholas Hawk is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise and National Planning Corporation. Outside of his advisory work, he serves as a caregiver in a part-time capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services.

Stanley Pittman is a financial advisor with Ameriprise in Inkster, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Kalis is a financial advisor with Osaic Wealth, Inc. in Trenton, Michigan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Raymond James & Associates for 19 years and FSC Securities Corp for five years. In addition to his advisory work, Kalis serves as an insurance agent solicitor, providing long-term care, life insurance, and annuity products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, employing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Elizabeth Anderson is a Series 66–designated financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Hantz Financial Services and has a background that includes roles at Henry Ford, CQC, Wayne State University, VIP, and Woodhaven High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining separate service structures.

William Bynum is a financial advisor with Ameriprise based in Trenton, Michigan. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in real estate business ownership. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Vonda Grant is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2012. She holds the Series 63 and Series 65 licenses and is based in Wyandotte, MI. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Krista Ondayko is a financial advisor at UBS Financial Services in Plymouth, MI, with 5 years of industry experience and a Series 66 designation. She has been with UBS Financial Services since 2012. UBS Financial Services 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 provides access to proprietary research and capital markets activities.

Marc Ganop is a financial advisor with OSAIC in Riverview, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years each. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various advisory platforms and asset-allocation tools, offering discretionary and non-discretionary portfolio management options.

Honesty Clark is a Series 66-licensed financial advisor with Edward Jones, bringing experience from over a decade in the corporate sector, including roles at Tenneco Inc. and Yazaki North America Inc. Clark has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.