Jason Nymark is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2013. 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 plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Erik Bloomfield is a financial advisor with OSAIC based in Dearborn, MI, holding the ChFC® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including prior roles at Advisor Group, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Thrivent Investment Management. Outside of his advisory work, Bloomfield manages a business that facilitates NICS background checks for firearm purchases and provides consulting on shareholder buyouts for small privately held businesses. OSAIC serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation, portfolio optimization, and various managed account options supported by proprietary tools and third-party managers.

Reichell Ray is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Ray has been with Morgan Stanley since 2017, following four years at PNC Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Ronald Rippon is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Primerica, he worked in the automotive industry at Valeo and Visteon for over two decades. Outside of his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers a range of model-based investment strategies primarily delivered by its large network of financial advisors.

Rebecca Gucwa is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2008. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Maidlow is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and Premier Financial Planning. Outside of his advisory role, he is involved with Maidlow Pediatrics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research through a centralized due diligence team and incorporates ESG considerations within its investment recommendations.

Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Scottrade from 2016 to 2018. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Ogar is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Previously, he operated a manufacturing consulting business servicing a contract with Borg Warner Automotive. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tiffany Long is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at Primerica Financial Services and PFS Investments Inc. Outside of advising, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

Brandon Moore is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2023 to 2025. He specializes in helping clients evaluate their current financial situations and aims to provide them with the confidence to develop healthy habits that strengthen their financial wellness. Outside of his professional work, Brandon has interests in board games, family activities, football, museums, pets, and traveling.

Judith Mccammon is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and proprietary return estimates, to support its financial planning process.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory work, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, charities, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through third-party sponsors and delivers advice covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gerald Mangona is a financial advisor at Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a keyboard player and vocalist with Packin Heat LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 advisors and 15,000 branches. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Brett Jackson is a CFP® with 18 years of industry experience, currently serving at OSAIC Wealth, Inc. He previously worked at firms including PNC Investments LLC, LPL Financial LLC, and Parkland Securities. In addition to his advisory role, he acts as a Senior Regulatory Analyst for MARKET SHARE INC., assisting financial professionals with compliance and regulatory requirements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Michael Fitzmorris is a CFP®-certified financial advisor with Ameriprise in Ann Arbor, MI, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Fitzmorris serves as Treasurer and board member of Child Care Network, a local nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Biscaro is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at C&U Americas and Robert Bosch. Biscaro is also involved in a non-variable insurance agency based in Hillsdale, MI. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities, using model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Nitish Kulkarni is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, Citizens Bank, and United Wholesale Mortgage. 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 and fund selection, and customized performance reporting, with clients retaining final decision-making authority.

Kenneth Lundquist Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Royal Alliance Associates, Sii, CCO Investment Services Corp, PNC Wealth Management, Natcity Investments, and Signator Investors. Outside of his advisory work, he is involved with Allen Wealth Strategies, where he manages smaller death benefit insurance cases and fixed annuities. OSAIC serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account solutions supported by a complex affiliate network and multiple custodial and program arrangements.

Donald Andrysiak is a financial professional with Cetera, holding Series 66 and Series 63 designations and two years of industry experience. His background includes roles at Cetera Advisors LLC and Jackson National Life Distributors, LLC. Outside of his advisory work, he was previously employed in the landscaping and golf club industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors utilizing a multi-manager platform with both discretionary and non-discretionary options.