Mary Nolan is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Bank of America, Merrill Lynch, Bear Stearns, and J.P. Morgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to provide clients access to a broad set of financial products.

Robert Ventour is a financial advisor with Cetera in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at several firms, including BFC Planning, HD Vest, and Securian Financial Advisors. Outside of his advisory role, Ventour serves as a music director and musician, providing oversight and development for a church music department since 1984, and owns a tax preparation and bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with multiple program structures and access to third-party money managers.

Brian Sommer is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Ameriprise in Ann Arbor, MI. He has been with Ameriprise and its affiliated entities since 2005. Sommer also manages an advisory business through RNB Greenlight LLC. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Emily Polaczyk is a financial advisor with Mass Mutual Investors Services in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2019. Outside of her financial career, she occasionally plans and coordinates weddings and takes photographs through her business, EBP Designs. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Daniel Bolivar is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Axa Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and AI in portfolio management.

Molly Berner is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on a wide range of topics while keeping planning and managed-account services separate.

Ryan May is a financial advisor with Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Jason Nymark is a financial advisor with Raymond James & Associates in Dexter, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, and it maintains capabilities in public finance and municipal work alongside its retail advisory services.

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.

Rebecca Gucwa is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Mario Koje is a financial advisor at Raymond James Financial with six years of industry experience. He has worked at several firms including Angle Advisors and Brown, Gibbons, Lang & Company Securities. Outside of his advisory role, Koje is an associate at Arcadia Capital in Saline, MI. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, and government entities. The firm offers tailored, non-discretionary advisory services and specializes in programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill and Bank of America in 2018, he worked at Scottrade from 2016 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The program serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, with access to a broad set of products integrated within Bank of America’s platform.

Thomas Ogar is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He has been associated with Merrill since 2004 and Bank of America since 2009. Ogar previously operated a manufacturing consulting firm for a limited period related to a contract with BorgWarner Automotive. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

David Granner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an at-large board member of ANBU Children International, a nonprofit organization supporting destitute children in South India. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic financial planning on a standalone basis, enabling clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Sarah Barish is a financial advisor at LPL Financial with 22 years of industry experience. She has been with LPL Financial since 2011 and holds Series 63 and Series 66 credentials. Her outside business activities include involvement in a family communications business. 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 and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Judith Mccammon is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

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.

Ashley Yashin is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Nicholas Muraca is a financial advisor with Mass Mutual Investors Services in Ann Arbor, MI, holding the CFP® designation and Series 65 and Series 63 licenses. He has 12 years of industry experience, all with Mass Mutual-affiliated firms since 2014. He is a partner and financial advisor at Insight Financial Partners LLC, where he focuses on retirement planning, investment advisory, and insurance planning for clients in the Ann Arbor area. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-based strategies.