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.

Corrine Clark is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2020, with prior experience at CCO Investment Services Corp beginning in 2010. Outside of her advisory role, she is involved with Allen Wealth Strategies, where she manages account relationships and assists with investment paperwork. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a wide range of securities managed on either a discretionary or non-discretionary basis.

Michael Dagher is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 licenses and with 35 years of industry experience. He has been with LPL Financial since 1998 and also has involvement with Simoni Oil Corporation since 1989. Outside of his advisory role, he has engaged in mortgage brokerage services through Veracity Mortgage of Michigan, LLC and acts as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Jon Schafer is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Based in Brighton, MI, he currently serves clients through Ameriprise Financial Services, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement solutions, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Jacquelyn Kuhn is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 21 years. In addition to her advisory role, she is an insurance agent specializing in life, health, and fixed annuities. Mass Mutual Investors Services 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 collaborative, annual planning relationships using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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.

Kathleen Warunek is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as an election poll worker and co-chairman for the City of Riverview, assisting with voter check-in and compliance with state voting guidelines. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Mary Prebish is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Lincoln Financial Advisors for 18 years before joining OSAIC in 2025. In addition to her advisory role, she offers disability insurance, fixed/indexed annuities, and traditional life insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, providing integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party relationships to construct portfolios tailored to clients’ needs, including discretionary and non-discretionary management options.

Nicholas Schneider is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. Schneider is also involved in The Schneider Group, a business entity related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services, supported by proprietary and third-party research and model portfolios.

Jason Lira is a financial advisor with LPL Financial in Canton, MI, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and also operates Schultz & Associates, PLC, providing tax preparation and accounting services in addition to investment-related work. 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. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options.

Parker Piwinski is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and approximately one year of experience in the industry. His prior roles include positions at Morgan Stanley and United Wholesale Mortgage. Outside of finance, he has experience working at Orchards Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from its global teams to tailor financial plans. The firm distinguishes itself by integrating institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Jaue Hwa Huang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1991 and serves clients across 26 states, including national and global companies, small and medium-sized businesses, as well as individuals. Her approach to wealth management focuses on listening to clients' needs and developing personalized financial strategies aligned with their long-term goals. Utilizing investment insights from Merrill and banking services from Bank of America, she addresses various aspects of clients' financial lives. Jaue Hwa holds a Bachelor of Science degree from Clemson University and master's degrees from Rutgers University and Central Michigan University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Jaue Hwa is involved in community service, serving on the boards of the Dearborn Symphony Orchestra and the Salvation Army Great Lakes Division Executive and Advisory Boards. Her personal interests include music, spending time with family, and traveling.

Bruce Baja is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior experience at RFC Financial Planners and various other roles including work at Bloomfield Hills Country Club and Michigan State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad advisory network and a range of portfolio management styles.

Benjamin Cobb is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked five years at Equitable Financial/Equitable Advisors. 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 when recommending investment strategies.

Jonathan Lybeck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 12 years before joining LPL Financial in 2022. Outside of advising, he is involved in photography through his business, Jon Lybeck Photography, and is a partner in 7North Studios, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Scot Pardo is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Rachel Mc Govern is a financial advisor at Edward Jones in Belleville, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked at Romulus Athletic Center and with the Kelley Family. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Lienert is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. His prior work includes roles with Chicago Fire FC, Ilitch Sports & Entertainment, Legends Hospitality, and Los Angeles Football Club. He is also involved with Brandt Real Estate. LPL Enterprise, LLC serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with other financial products.

Steven Case is a Certified Financial Planner® with 36 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities Corp and National Planning Corporation. Outside of his advisory work, he owns a digital marketing company and leads ReallyMake, a digital asset app development business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Scott Jasman is a financial advisor with LPL Financial based in Plymouth, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has been with LPL Financial since 2011. Outside of his advisory role, he is a business owner of a local pizza restaurant. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios from internal and third-party sources.