Christopher Johnson is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Brendan Molloy is an Investment Consultant who collaborates with clients to clarify their financial situations and supports them in making confident investment decisions through personalized, goal-driven financial planning. He has experience in financial and insurance services, having served as a Financial Representative at Fidelity Investments from 2023 to 2026. Prior to that, he worked as an Insurance Agent at Farm Bureau Insurance from 2022 to 2023, a Sales Manager at LTL Insurance from 2021 to 2022, and an Insurance Producer at State Farm from 2018 to 2019. Brendan's personal interests include baseball, cars, family activities, fishing, social events with friends, and golf.

Paul Benson III is a financial advisor with Raymond James & Associates in Plymouth, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Hoff is a financial advisor with Cetera in Plymouth, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes six years at PNC Investments and several years with Cetera Wealth Services. He is also affiliated with Horizon Advisors, where he provides financial services, and has experience in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment strategies through discretionary and non-discretionary programs and serves over 800,000 clients across more than 10,000 advisors.

Mark Maddock is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Michael Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and is a personal representative of his ex-wife’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Bartell is a financial advisor with UBS Financial Services in Troy, Michigan, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

John Lokar is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and public entities, offering a range of financial planning and consulting services typically on a non-discretionary basis.

Joseph Molloy is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Craig Robison is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James for 23 years and holds Series 63 and Series 65 designations. 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 charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Alison Mueller is a financial advisor at UBS Financial Services in Plymouth, MI, holding a Series 66 designation with two years of industry experience. She previously worked at Plante Moran PLLC for six years and spent one year at Omnivere. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Thomas Durocher is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients since 2012. He is a CERTIFIED FINANCIAL PLANNER® certificant and a partner in The AD Group, working alongside fellow advisor Kevin Ackroyd. Thomas specializes in wealth management and retirement strategies for affluent individuals, families, and businesses. His practice focuses on retirement planning and income strategies, investment management, cash management, and wealth transfer and charitable giving. Thomas earned his bachelor's degree in Business Finance from Eastern Michigan University, attending while working at Merrill's Ann Arbor, MI branch. He combines his financial expertise with a collaborative approach, working closely with clients and their other trusted advisors such as CPAs and attorneys to develop customized financial strategies aligned with their values and future goals. A lifelong Michigan resident, Thomas lives in Ann Arbor with his wife Kathryn. Outside of work, he enjoys camping, hiking, golfing, hunting, racquetball, and is engaged in community activities including Kids Camp.

Sheila Lobb is a Series 66 licensed financial advisor with Raymond James Financial in Dearborn Heights, MI, bringing 11 years of industry experience. Prior to her current role starting in 2026, she worked at Raymond James & Associates for 24 years and held positions at Tri-County Nurses Plus LLC and Home Instead Senior Care. She is the founder and secretary of the TASKK Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs, municipal and public finance services, and specialized employer advisory solutions.

Veronica Brunetti is a financial advisor with J.P. Morgan Securities in Canton, MI. She holds Series 63 and Series 66 licenses and has five years of experience at J.P. Morgan, including her current role at J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Robert Zimmerman is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Sigma Financial Corporation and MATHEWSON Tax Service, where he remains involved in tax preparation. Outside of his advisory work, Zimmerman serves as treasurer for his local homeowners association and president of the Ida School Athletic Booster club. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning and managed portfolio solutions. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools and multiple program options.

Kalee Murphy is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019, with prior positions including a role at Money Source Financial Services, Inc. Outside of her advisory work, Murphy operates an Etsy store creating digital prints for home and office decor and has volunteered as a Whole Foods shopper for grocery pickups. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending options.

Lisa Stanton is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her background includes 32 years at Ford Motor Company and roles at Intuit Turbo Tax, Magna Lighting, and Washtenaw Intermediate School District. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Rance Thomas III is a financial advisor at Edward Jones in Ypsilanti, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at DTE Energy for eight years. He is also the owner of RT3 Solutions, LLC, a small business consulting firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Kelly Hobby is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. She began her career at Fidelity Investments in 2023 as a Financial Representative and has held positions as a Relationship Manager and Investment Consultant since then. Prior to joining Fidelity, Kelly worked as a Specialist at The Charles Schwab Corporation from 2021 to 2023. Her professional experience encompasses client relationship management and investment consulting, focusing on helping clients create plans to secure their financial futures. Outside of her professional work, Kelly enjoys socializing with friends, hiking, kayaking, visiting museums, skiing, and traveling.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.