Ethan Warren is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following positions at Wells Fargo, Action Packaging, and Enterprise Rent A Car. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of separately managed account strategies and internal research tools.

Austin Mallery is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. He has held positions at Secure Financial Corp, Ventura Oaks Ventures, and UTR Management. In addition to his advisory role, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Sara Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been involved in the financial services industry since 2005 and joined Merrill in 2011. Sara focuses on helping high net worth families, executives, and business owners from diverse industries to develop and implement personalized financial plans to preserve and grow wealth. Her team works to relieve the stress of managing financial life so families can concentrate on their priorities. She has a particular focus on assisting women through life transitions such as business sales, career changes, divorce, or the death of a loved one. Sara holds a Bachelor's degree from the University of Michigan Ross School of Business, an MBA, and a Master of Science in Finance from Walsh College. She holds several professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, Certified Divorce Financial Analyst®, Chartered Advisor in Philanthropy®, and Certified Sustainable Responsible and Impact Investment Counselor™. Throughout her career, Sara has been recognized by industry publications, including appearing on Working Mother/SHOOK Research’s "Top Wealth Advisor Moms" list in 2021 and Forbes' "Top Women Wealth Advisors - Best in State" lists in 2021 and 2025. Sara resides in Ann Arbor, Michigan with her husband and three children. She and her family enjoy sports, travel, and are active in their local community. She is involved with organizations such as the Community Action Network, Food Gatherers, and Michigan Foster Care Closet. Sara's personal interests include adventure sports such as boating, camping, fishing, golfing, hiking, rock climbing, and traveling.

Victor Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp and NYLIFE Securities LLC. Outside of financial services, he was involved with Aqua Tots Swim Schools for four years. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Thomas Valade III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Orchards Architectural Review Committee, a neighborhood committee that reviews exterior modification plans. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income recommendation reports and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jessica Ping Hausman is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2014 to 2020. Outside of her advisory role, she is involved as a partner at Panorama Risk & Insurance Solutions and has served as a Washtenaw County Commissioner from 2006 to 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Schmidt is a financial advisor with LPL Financial based in Livonia, MI. He holds the CFP® designation and has 27 years of industry experience. His prior roles include positions at Fidelity Investments and Cetera Advisor Networks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology tools and oversight of over $819 billion in discretionary assets.

Jeffrey Husak is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including OSAIC, FSC Securities Corp, Next Financial Group, and Invest Financial Corporation. In addition to his advisory role, he is a partner in The Wealth Advantage Group, where he manages client accounts and trading activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and proprietary tools.

Thomas Julien is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and First Financial Strategies. Julien is based in Brownstown, MI. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Patrick Brennan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held roles at Newbridge Securities Corporation and several other companies outside the financial sector, including DoorDash and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and involvement in commodity pool operations and fund advisory.

Steven Schrader is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Joseph Formicola is a Series 66-licensed advisor at LPL Enterprise with less than one year of industry experience. His prior work includes roles at Uber Eats, McKinley, and DoorDash, among others. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, access to third-party asset managers, and affiliated trust and insurance services.

Colin Slater is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for seven years. Slater also serves as co-treasurer of the First Baptist Church of Farmington, where he volunteers to manage weekly offerings and annual giving records. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, with multiple custodial and legacy programs available to clients.

Brian Werth is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MGM Grand Detroit, and Faisah Farms LLC. Outside of advisory work, he is a co-owner of a rental property in Belleville, Michigan. 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, pension plans, corporations, and charitable organizations.

Yazdi Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Mistry serves as treasurer and board member of The Kiefer Foundation and volunteers as a board member for the Encore Musical Theatre Company, supporting charitable and cultural organizations in his community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Stacey Galloway is a Series 66-registered financial advisor with Edward Jones in Livonia, MI, and has 10 years of industry experience. She has been with Edward Jones since 2016. 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 range of advisory programs and investment solutions under a fiduciary standard.

William Juergens is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at the Federal Reserve Bank of Chicago-Detroit Branch, then spent nearly ten years working at J.P. Morgan and its predecessors in the Ann Arbor area as a Trust Advisor and Investment Specialist. He has also worked as a professional tax preparer for six years before joining Merrill in 2010. William holds a Bachelor of Arts degree in Economics with high distinction from The University of Michigan. He has completed advanced training sessions at the University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. He earned the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations through the Investments & Wealth Institute™. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. His professional credentials also include Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William was born and raised in Michigan. He is married with six children. He enjoys fishing, genealogy, hunting, racquetball, skiing, and watching movies. He is a member of the Ann Arbor Rotary Club and the Washtenaw Estate Planning Council, and participates in the community through involvement with the Cancer Support Community of Greater Ann Arbor.

Sarah Kuhn is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Concorde Investment Services, Securities America, and Secure Planning Strategies. She is also commissioned as a notary in Westland, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies with machine-learning tools for operational and research purposes.

Mason Sova is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors and has a varied background including roles outside finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of investment adviser representatives.

Christian Rowe is a Branch Leader at Fidelity Investments, where he leads a team focused on providing financial guidance and personalized support. He aims to foster a culture of care, collaboration, and excellence to help clients make informed decisions and pursue their financial goals. He has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before taking on the Branch Leader role in 2026. Prior to that, he held positions as a Senior Financial Consultant VP at Charles Schwab from 2020 to 2023, a Senior Financial Consultant at TD Ameritrade from 2018 to 2023, and worked as an Independent Financial Advisor at Ameriprise Financial between 2017 and 2018. Outside of his professional work, Christian has interests in golf and parenthood.