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.

Jenna Peth is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Merrill since 2014 and Bank of America, N.A. since 2016. 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 institutional accounts.

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 with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career at J.P. Morgan entities has spanned from 2015 to the present. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

David Logan II is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has prior work experience at Cohen & Company and in various other roles outside finance. In addition to his advisory work, he serves as a part-time in-game statistics crew member for the Detroit Pistons and is a proprietor of GoST Entertainment, a music publishing business. He is also a member of the Finance Committee at the Detroit Athletic Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

Jon Vigi is a financial advisor at UBS Financial Services in Troy, MI, with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Vigi serves on the Putnam Advisory Council, a group focused on providing feedback and ideas to shape the future of the financial advisory business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including proprietary research and affiliated lending programs.

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 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.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously with Professional Home Solutions from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Thomas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with J.P. Morgan Securities since 2017 and has also worked at JPMorgan Chase Bank, N.A. since 2014. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Parker Nowak is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Raymond James Financial Services, and Hantz Financial Services. Prior to his financial career, he held roles in logistics, imaging, lawn care, and golf club services. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports a wide advisor network with specialized services in municipal and public finance as well as employer advisory programs.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Keller Williams Realty. In addition to his advisory role, he assists another investment executive with business operations and client services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and supports various account management options and legacy platform transitions.

Vincent Delicata is a Certified Financial Planner (CFP®) with ten years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019, and previously held roles at One To One, LLC and TFO TDC, LLC. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm employs collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Gino Weaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Kelterborn is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as secretary for the Local Business Network Canton, where he administers membership attendance and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Louis Petrucco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at DFCU Financial, Comerica Securities, and Comerica Bank. 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, offering a range of advisory programs, financial planning, and brokerage services.

Brent Ussary is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Mass Mutual in 2025, he worked at Northwestern Mutual in various capacities from 2011 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual planning engagements using firm-approved software and a range of investment programs and educational seminars.