Karen Thompson is a financial advisor at UBS Financial Services with 43 years of industry experience. She has held her current position at UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending programs.

Leila Aleyaseen is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 21 years of industry experience. She previously worked at UBS Financial Services for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs to individuals 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 structured discovery conversations and firm-approved planning tools in its financial planning process.

Shawn Bumgardner is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 and 66 licenses, with 31 years of industry experience. He has been with Ameriprise and its predecessor entities since 1994. Outside of his advisory role, he is involved in business ownership related to payroll services and commercial real estate management. Ameriprise offers retirement-income planning primarily for clients with significant investable assets, delivering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zackary Ernat is a financial advisor at Ameriprise in Troy, MI, holding a Series 66 designation with approximately one year of experience at the firm. His prior experience includes roles at Hantz Group and G&P Financial, as well as teaching positions at Wayne State University and local schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides personalized retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

John Daugherty is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and PNC Wealth Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and broad investment offerings.

James Zann is a Series 65-credentialed financial advisor at Cetera with five years of industry experience. He previously worked for Avantax Advisory Services for five years and has been associated with Polk and Associates PLC since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporations, charities, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Lauren Kosten is a financial advisor with Morgan Stanley in Belmont, MI, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both 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 scenario modeling to support client financial plans.

Jennifer Vannatter is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jacob Mcguckin is a financial advisor with Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously with Axa Advisors. Outside of his advisory role, he participates in life settlements through Afshar Group on a volunteer basis. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

David Mietty is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he is the proprietor and owner of Claymore Clothiers LLC, a retail apparel business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Jordan Klunder is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at Zeeland Ace Hardware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and methodologies.

Stephanie Kerr is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked within various divisions of Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erika Fitzhugh is a financial advisor with Ameriprise in Grosse Pointe, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she is involved with Fitzhugh Services, LLC, a business unrelated to investment activities. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service, which targets individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, focusing on assets held within Ameriprise-managed accounts.

Adam Partridge is a financial advisor at Merrill with 8 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at JP Morgan Chase, Benzinga, and Lazio Search Group. Merrill, together with its affiliate Managed Account Advisors LLC, 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 and profit-sharing plans, corporations, and charitable organizations.

Brayden Steele is an advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked in various roles including at Pure Hockey and CSI Worldwide, where he is involved in a trade show business assisting companies with exhibit booth construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrzej Mendela is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has worked with the firm and its predecessors since 2012, including roles at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Mendela holds Series 63 and Series 66 registrations and is based in Troy, MI. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools to provide diversified portfolios with a long-term orientation.

Paul Brent is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Anthony Bossuyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 15 years and at Equitas America, LLC for one year. Bossuyt is based in Warren, 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Helms is a financial advisor at Equitable Advisors with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he is the owner of Berkshire Group LLC. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Aileen Muri is a financial advisor with Morgan Stanley in Troy, Michigan, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Morgan Stanley since 2011. Outside of her advisory role, she is the owner of LiACO LLC, a property management business based in Troy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations, as part of its investment approach.