Peter Singler Sr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is president of Financial Accounting Services Inc., where he prepares tax returns and financial statements for clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Zachary Conforti is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Aflac Insurance Company and various positions during his time at Wayne State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Joseph Youngblood is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Grosse Pointe, MI, he specializes in personalized wealth management strategies that address client priorities such as divorce transition planning, personal retirement planning, portfolio management services, and retirement income. Joseph integrates market insights from Merrill and banking and lending solutions from Bank of America to help clients pursue their financial goals. Joseph brings a diverse professional background, including six years of active duty service in the United States Air Force. During his military service, he earned a bachelor's degree in finance and later completed a Master of Business Administration (MBA) at the University of Detroit Mercy. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Continuing a family legacy in finance, Joseph and his father operate the family business, following his grandfather’s start with Merrill in 1968. In addition to his advisory work, Joseph is involved in community initiatives such as Adopt a Highway, Pope Francis Warming Center, Gleaners Food Bank, and the Grosse Pointe Animal Adoption Society. He enjoys outdoor activities including camping, hunting, photography, scuba diving, skiing, and woodworking. Joseph lives in Grosse Pointe with his wife and two dogs and values spending time with family and clients in both professional and personal settings.

Logan Collins is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in education and various roles including at Varsity Tutors LLC and Artistic Design LLC. He also manages an advisory business through Summit Marketing & Planning, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Douglas Clark is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc. Clark holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Gregory Sheldon is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has been with Morgan Stanley since 2016 and has also served with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he acts as a successor trustee in a trust-related capacity. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aimed at modeling financial outcomes.

Donovan Strong is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Quest Diagnostics prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Vincent Ashley Jr. is a CFP® professional with 46 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for a decade. He also operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of financial advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using various tools and third-party managers to construct and manage portfolios across multiple asset classes.

Shaun Hampton is a CFP® and ChFC® with 24 years of industry experience, currently advising at Ameriprise in Gross Pointe, MI. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Hampton is involved in coaching girls' lacrosse and golf at the high school level and serves on the board of directors for the Lochmoor Club. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nabil Shurafa is a CFA® charterholder and financial advisor with UBS Financial Services, bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Hantz Financial. Outside of advising, he volunteers with the SIFMA Foundation to teach children about finance and serves on the board of directors for Friends of Detroit Rowing, a charitable foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to proprietary research. The firm combines wealth management with institutional trading capabilities and a broad range of capital markets services.

Adriana Shkreli is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been employed at JPMorgan Chase Bank since 2013. In addition to her role at J.P. Morgan Securities, she is also an employee of JPMorgan Bank, where she offers certain banking products including deposit and credit services. J.P. Morgan Securities 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 integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Bruce Greening is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Center For Wealth Planning Advisors, Inc. He is also a managing director at Kenwood Capital Advisors, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

Michael Justin is a CFP® professional with 26 years of experience in the financial services industry. He has been with LPL Financial since 2009. He operates a DBA under the name Stratmore Financial Group in Troy, MI. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Sean Lehman is a financial advisor with Charles Schwab & Co., Inc. in Detroit, Michigan, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Griffin Claw Brewing Company and the United States Postal Service. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm employs a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and uses multi-asset model portfolios supported by extensive research and due diligence.

Jordan Hewitt is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Hewitt worked at PwC Consulting Australia for four years and held roles at the Department of Treasury and Finance in South Australia as well as the University of Michigan. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery conversations and firm-approved tools to model outcomes without offering individual security recommendations in standalone plans.

Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.

George Alami is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Wipfli LLP and Verbio North America. Outside of finance, he is involved with Noho Hospitality, a hospitality business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Jamie Gibson is a CFP® professional with 30 years of industry experience, currently advising at Raymond James Financial in Troy, MI. He is owner and CEO of several businesses including 401MAX, Inc. and Gibson & Company, Inc., and also provides paralegal services focused on estate planning. Gibson’s background includes roles at multiple related entities since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and provides specialized municipal and employer advisory services.

Carrie Barr is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2006. Outside of her advisory role, she owns and operates Churchyard Bodywork LLC, a massage therapy business in Oak Park, MI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Michael Maher is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Signator Investors, Inc. and has operated Maher Asset Management and Maher Corporation since 2015 and 2008, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.