Jonathan Solace is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020. Prior to joining UBS, he was with Ally Financial from 2015 to 2020. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Leon Carter is a financial advisor with Ameriprise in Canton, MI, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1984. Outside of his advisory role, he is involved with A2 Business LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Conan Malmer is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 33 years of industry experience and has been with Cambridge Investment Research Advisors since 2009. Malmer is also involved in community activities as a director of a nonprofit organization dedicated to maintaining local baseball fields and serves on the board of a nonprofit health care center. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Dan Schuetz is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, John Cabot University, Northwestern Mutual, and Michigan State University. Outside of his advisory role, Dan serves as a referee in an adult recreational hockey league. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Jason Welch is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, he was associated with WWK Advisors, LLC and WWK Investments, Inc. for several years. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting diverse investment strategies through its extensive network of advisors.

Keegan Mistry is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Garry Penta is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Fifth Third Securities, and JPMorgan Chase Bank, N.A., where he has worked since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

Ashley Stutzmann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Steve Madden, Ltd. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edmund Canlas Jr. is a financial advisor at Fidelity with 26 years of industry experience. He previously worked at TIAA for 18 years before joining Fidelity in 2025. Outside of finance, he works as a server at Ichiban Japanese Steakhouse in Ann Arbor, Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dijohn Gonzalez is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated 16 years of experience in the financial services industry, with previous positions including Private Client Advisor at JP Morgan Securities from 2021 to 2024, Financial Advisor at Merrill Lynch from 2020 to 2021, and Private Client Banker at JP Morgan Chase Bank from 2010 to 2020. Throughout his career, he has focused on providing financial guidance tailored to the unique needs of his clients. Gonzalez emphasizes building trust and cultivating strong client relationships, delivering proactive communication and financial strategies designed to empower individuals on their financial journey. Outside of his professional work, he is interested in family activities, fitness, food, parenthood, and traveling.

Mark Mueting is a financial advisor at UBS Financial Services in Ann Arbor, MI, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers a broad range of capital markets and fiduciary services.

David Spirl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is a member of the investment committee for the Western Wayne County Conservation Association, where he reviews the club’s investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard.

Joseph Binder is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at Equitable Advisors since 2005. Prior to the firm's rebranding, he worked under its former entity, Axa Advisors, LLC, for 15 years. Outside of his advisory role, he acts as trustee for several family and non-family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party asset managers, focusing on tailored advice through a network of Investment Adviser Representatives.

Larry Skiles Jr. is a financial advisor with Edward Jones in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Skiles is also involved in rental property management through his ownership and partnership in separate LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Highet is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 40 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, Wells Fargo Clearing, and Harrisdirect LLC. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory models with access to affiliated discretionary SMAs and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Mary Nolan is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill Lynch, Bear, Stearns, and J.P. Morgan Chase. Merrill, along 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, and various institutional investors.

Robert Ventour is a financial advisor with Cetera Financial Specialists LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Berthel Fisher & Company Financial Services and HD Vest Investment Services. Outside of advising, he serves as a music director and musician, providing oversight and development of a church music department since 1984. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary strategies.

Carolynn Bridges is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial in Plymouth, MI. Her career includes roles at Bank of Ann Arbor, City Center Financial, and Sagepoint Financial, among others. She also works as a remote data entry contractor outside of her advisory responsibilities. 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 financial planning and asset management services through a large network of advisors, utilizing various investment strategies and supported by advanced research and operational tools.

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.