Tara Huntzicker is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000, joining UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of products and research-based investment strategies.

Anthony Treboldi is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, supporting clients with planning but generally acting in an advisory capacity.

Kristie Gheysens is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following prior roles at Planning Alternatives Ltd. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management services with a long-term investment orientation.

Kevin Zezula is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. He serves on the board of The Rainbow Connection and is involved in a sports trading card hobby with his son. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Mark Wojtas is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. He has ownership interests in investment-related businesses, including MTW Initiatives, Inc. and Kercheval Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services, leveraging research, planning tools, and a broad menu of specialized planning options.

Burton Carlson III is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Morgan Cloyd is a financial advisor at Merrill with a Series 66 license and four years of industry experience. His work history includes positions at Bank of America, Cetera Investment Advisers, and Cetera Investment Services, as well as earlier roles outside the financial sector at Uber and Utica Community Schools. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

George Nihem is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Nihem also operates a sole proprietorship related to financial advising. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas and tailored recommendations supported by firm research and tools.

Elizabeth Hewitt is a financial advisor at Fidelity with six years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at Alight Financial Solutions LLC, National Petition Management, Kemkrest, England Logistics, J.P. Morgan Securities, and Lake Trust Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and manages portfolios using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alyssa Rajakariar is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including positions at Macomb County Probate Court and Ottawa County Juvenile Court. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through diverse investment and planning programs.

Blake Ellis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Ellis serves as a board member of the Detroit Athletic Club, where he participates in meetings related to charitable giving and investment account oversight. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to create tailored recommendations. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Kevin Butler is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as a director for the Grosse Pointe Theatre, a charitable organization in Michigan. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Tyler Urman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has additional experience with Uber. Outside of advisory roles, he is the owner of Northern Wealth Management, a business entity focused on tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance products through an affiliated agency and supports discretionary and non-discretionary investment programs.

Michael Wharton is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He also presents seminars as an instructor for LifeSpan, an employee education organization based in Detroit. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Michael Gulawsky is a financial advisor at LPL Enterprise with a Series 66 credential and under one year of industry experience. His prior work experience includes roles at Lululemon Athletica and MPM Companies LP. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales services.

Robert Declercq is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years before joining Stifel in 2025. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jacob Ritchie is a financial advisor with LPL Financial, holding the Series 66 designation and having one year of industry experience. He has worked at LPL Financial since 2023 and concurrently operates a tax preparation and accounting business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various portfolio management strategies.

Effie Katsis is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she operates Sena Solutions LLC, a restaurant concepts consulting company. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of advisory and brokerage offerings.

Danielle Caralis is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and one year of industry experience. She previously worked at PNC Bank NA for 13 years. Outside of her advisory role, she serves as President of the Board of Directors for the Grosse Pointe Theatre, a local community theatre group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor client strategies.

Kerry Lacy is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Lacy has been a professional bass player and musician since 1976. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory, and brokerage services through various investment programs and third-party management strategies.