Ronald Munson Jr. is a financial advisor with Raymond James Financial in Southfield, MI, holding a Series 66 credential and entering his first year in the industry. His prior experience includes 28 years at Ford Motor Credit Company and a brief tenure at LPL Enterprise LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public-finance advisory work through a unique affiliation.

Kimberly Dwyer is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of her advisory role, she is the owner of FLEX POINT DANCE, LLC, a competitive and recreational dance studio, though she has no active role in its operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering services as one-time or ongoing engagements without discretionary trading authority.

Kelly Green is a financial advisor with Morgan Stanley in Detroit, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is a partner in a strategy and marketing consultancy and serves on the investment committees for the Milbank Memorial Fund and the McGregor Fund, as well as on the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Richard Truxall is a financial advisor with OSAIC in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include eight years each at Lincoln Financial Advisors Corporation and Invest Financial Corp. Outside of advisory services, he also works as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and multiple strategy implementations, supported by a complex affiliate network and private-equity ownership.

John Daly is a financial advisor with Equitable Advisors in Grosse Ile, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has previously worked at firms including LPL Financial, New York Life, and Principal Financial Services. Outside of his advisory role, Daly serves on the boards of Beaumont Hospital in Trenton, MI, and The Guidance Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing proprietary and third-party models along with ERISA fiduciary services.

Jacob Wirgau is a financial advisor at Edward Jones in Canton, MI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Jeffrey Buursma is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory career, he worked for Northlight Nannies for seven years. He serves on the Board of Directors for Camp Roger in Rockford, Michigan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations.

Ryan Gliwa is a financial advisor with Ameriprise in Livonia, MI, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Grant Lowery is a financial advisor with Raymond James Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He also works as an associate at Scott Lowery, CPA, PC, where he manages office operations and prepares tax returns. His career includes prior roles at Quicken Loans and extensive experience within Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

George Al Ghishan is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan-affiliated entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative screens with qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

David Logan II is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and having five years of industry experience. Before joining UBS in 2021, he worked at Cohen & Company and in various other roles. Outside of his advisory work, Logan serves as an in-game statistics crew member for the Detroit Pistons and is a member of the Finance Committee at the Detroit Athletic Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Craig Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial objectives and develops personalized investment strategies to help pursue their goals. He also provides access to Bank of America's banking and lending services. Craig holds a Bachelor's Degree from the University of Michigan System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to inform financial planning and investment decisions.

Andrew Boyd is a CFP®-certified financial advisor with Edward Jones in Northville, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Kellog Catering and Domino’s Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tara Huntzicker is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 21 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Dearborn, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously spent eight years with Professional Home Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop forward-looking model asset allocations, and it offers unique regulatory registrations supporting broader derivatives and commodities capabilities.

Justin Thomas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, having been associated with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Parker Nowak is a Series 66-licensed financial advisor with six years of industry experience, currently with Raymond James Financial. He has held various roles within Raymond James since 2023 and previously worked at Hantz Financial Services. Outside of his advisory career, his background includes positions at multiple organizations such as DBE Logistics and Oakland University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, ranging from individual and high-net-worth clients to institutional and nonprofit organizations. The firm employs analytical tools and risk profiling in its tailored advisory services and offers unique programs including municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc and Keller Williams Realty. Outside of his advisory role, he assists an investment executive with business operations and client services and is also an independent insurance agent focusing on fixed annuity and life insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Vincent Delicata is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding the CFP® designation and Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at MassMutual Life Insurance Co and previous positions with One To One, LLC and TFO TDC, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, using firm-approved software and collaborative annual planning processes.

Gino Weaver is a financial advisor with J.P. Morgan Securities in Dearborn Heights, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2008 and Merrill from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.