Manmeet Singh is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Van Clemens & Co. Inc., Equitable Advisors LLC, and Preferred Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Marc Van Solkema is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns a rental property in White Lake, Michigan, managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Yutzy is a financial advisor with LPL Financial based in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at MSC Industrial Supply Company and Power Home Remodeling. He is also involved with Baldwin Capital Tax Services, providing tax preparation and accounting services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kim Crock is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Erik Robertson is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has experience working at Rocket Companies for nine years and served in the United States Marine Corps for five years. Robertson joined Edward Jones in 2026. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christopher Lowry is a CFP® with 18 years of experience in financial advising. He has worked with Osaic since 2018 and spent the previous 10 years at Signator Investors Inc. He is also a director at Retirement Strategies of Michigan, a retail securities and insurance advisory business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with a range of portfolio management options and supports various client types from individual investors to corporate and charitable organizations.

Richard Gilbertson is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party program sponsors to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ronald Dickerson Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing, Infinex Investments, and Flagstar Bank. He serves on the boards of two Ann Arbor-based nonprofits, including a youth-focused community center and a university ministry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Lisa Weller is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was affiliated with Emory University’s School of Business and held a position with the State of Oregon. 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 solutions, 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.

Kelly Green is a financial advisor with Morgan Stanley in Detroit, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is a partner in a strategy and marketing consultancy and serves on the investment committees for the Milbank Memorial Fund and the McGregor Fund, as well as on the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

John Daly is a financial advisor with Equitable Advisors in Grosse Ile, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has previously worked at firms including LPL Financial, New York Life, and Principal Financial Services. Outside of his advisory role, Daly serves on the boards of Beaumont Hospital in Trenton, MI, and The Guidance Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing proprietary and third-party models along with ERISA fiduciary services.

Jeffrey Buursma is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory career, he worked for Northlight Nannies for seven years. He serves on the Board of Directors for Camp Roger in Rockford, Michigan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations.

Ryan Gliwa is a financial advisor with Ameriprise in Livonia, MI, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Grant Lowery is a financial advisor with Raymond James Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He also works as an associate at Scott Lowery, CPA, PC, where he manages office operations and prepares tax returns. His career includes prior roles at Quicken Loans and extensive experience within Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

George Al Ghishan is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan-affiliated entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screens with qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

David Logan II is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and having five years of industry experience. Before joining UBS in 2021, he worked at Cohen & Company and in various other roles. Outside of his advisory work, Logan serves as an in-game statistics crew member for the Detroit Pistons and is a member of the Finance Committee at the Detroit Athletic Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Craig Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial objectives and develops personalized investment strategies to help pursue their goals. He also provides access to Bank of America's banking and lending services. Craig holds a Bachelor's Degree from the University of Michigan System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to inform financial planning and investment decisions.

Andrew Boyd is a CFP®-certified financial advisor with Edward Jones in Northville, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Kellog Catering and Domino’s Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tara Huntzicker is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 21 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.