Brian D'ziurman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Urban Hubert is a CFP® designated financial advisor with UBS Financial Services in Plymouth, MI, bringing 61 years of industry experience. He has been with UBS Financial Services since 1963. 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 plans to clients’ goals and risk tolerances.

Joseph Hubert is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 1993. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Chad Rollins is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds Series 63 and Series 65 registrations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, with recommendations developed using Wells Fargo research and planning tools.

Joshua Mrozowski is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Jesse Parsley Jr. is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at several firms including AXA Advisors LLC, Northwestern Mutual Wealth Management Company, and PNC Investments before joining Merrill in 2019. 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 model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Lisa Hite is a financial advisor at LPL Financial in Canton, MI, holding a Series 66 designation and with two years of industry experience. She has been affiliated with Community Financial Credit Union since 2001, combining over two decades of experience in the financial sector. 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 advisory programs, financial planning services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jake Sehoyan is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Stifel, Nicolaus & Company, DoorDash, Tiffany & Co., Hermes of Paris, Jacobs Media/Jacapps, Carhartt, and Wayne State University. He is also a Notary Public for the Michigan Department of State. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to various model portfolios, third-party managers, and customizable strategies.

Alfonzo Credit is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at DFCU Financial, CUSO Financial Services, and The Huntington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Neef is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. He previously worked at Berline for nine years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party strategists to support investment decisions.

Joy Ryan is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Ryan.

Riley Andren is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise, E*TRADE, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Dylan Furlong is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at L.M. Kohn & Company and Leads Generate Sales. Outside of his advisory role, he is involved with Ann Arbor Pioneer High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from LPL Research and third-party subadvisors.

Kevin Curry is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment services.

Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

Philip Dubinski is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. In addition to his advisory role, he prepares financial plans for other advisors at his office. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tom Mclinden is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Woodbury Financial Services and Berthel, Fisher & Company Financial Services. Outside of advising, he is involved in business ownership related to financial services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment strategies through a network of independent financial professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Michael Birkle is a CFP® professional with 35 years of industry experience. He is currently affiliated with LPL Financial since 2024, following 18 years at Crown Capital Securities, LP, and over three decades at Birkle Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting as the owner of Birkle & Birkle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management with support from its research and model portfolios.

Samuel Maness is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial. He is the owner of McLaren Wealth Strategies LLC, where he plays an active role in managing and running the business. His prior experience includes roles at ValMark Advisers, Inc. and Valmark Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA advisory services.

Jackie Boesman is a financial advisor with Merrill in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2023. She has also worked at Quicken Loans and Dynamic BDC, and held positions at the University of Maryland Global Campus. 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 offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.