Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Scottrade from 2016 to 2018. 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, and institutions.

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sarah Barish is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Edward Jones for one year. Outside of her advisory role, she is involved in a family business, Fifth Generation Communications LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of financial planning and portfolio management services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers diverse investment strategies and integrates operational tools, serving over 22,800 advisors and managing substantial discretionary assets.

Michael Johnson is a financial advisor with Edward Jones in Howell, MI, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for six years at Boehringer Ingelheim. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting a large nationwide network of financial advisors and branch offices.

Judith Mccammon is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and proprietary return estimates, to support its financial planning process.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory work, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, charities, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through third-party sponsors and delivers advice covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nicole Fellhauer is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In her current role, she coaches advisors on planning processes and practice management, while also leading the branch to uphold standards of care. Her professional experience includes several roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Vice President and Wealth Planner from 2018 to 2022, Financial Consultant from 2012 to 2015, Investment Consultant from 2010 to 2012, and Financial Representative from 2008 to 2010. She also worked as a Client Advisor at J.P. Morgan from 2015 to 2018. No information about her education, credentials, personal interests, or community involvement was provided.

Timothy Shebak is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017 and previously at PNC Bank from 2013 to 2017. 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 brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Sidney Polk is a Financial Consultant at Fidelity Investments, a position held since 2020. Sidney works with clients to develop comprehensive financial plans, utilizing Fidelity's resources and recommendations to create strategies aligned with client goals while fostering relationships based on trust, reliability, and integrity. Prior to this role, Sidney served as an Investment Consultant from 2018 to 2020 and as a Financial Representative from 2017 to 2018, all within Fidelity Investments. Sidney's approach emphasizes partnership with clients to understand their individual and family financial objectives and to build lasting relationships. Outside of professional responsibilities, Sidney engages in family activities, fitness, golf, caring for pets, and reading.

Nicholas Muraca is a CFP® professional with 12 years of experience, currently serving as a financial advisor and partner at Insight Financial Partners LLC through Mass Mutual Investors Services in Ann Arbor, MI. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2014. Muraca works with clients in the Ann Arbor area, focusing on retirement planning, advisory investment services, and insurance planning. MassMutual Investors Services, LLC is 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 annual, collaborative financial planning relationships and offers specialized programs including divorce planning and employer-sponsored planning services.

Hannah Lakian is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked as a High Net Worth Financial Advisor at Vanguard from 2022 to 2026. Hannah focuses on building trusted relationships with her clients, emphasizing empathetic listening and collaborative dialogue to support their unique financial goals. In her approach, she prioritizes understanding individual client priorities and promotes informed decision-making through thoughtful conversations. Outside of her professional responsibilities, Hannah enjoys activities such as spending time at the beach, boating, participating in social events with friends, playing softball, and traveling.

Meghan Gazzola is a Series 66-credentialed financial advisor at Fidelity with 14 years of industry experience. She has been with Fidelity in various capacities since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 also serves as a commodity pool operator and advisor to multiple registered investment companies.

Joseph Toth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial, OSAIC Wealth Inc, and Equitable Advisors LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anjanette Nickoloff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Joseph Biscaro is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation. He has prior experience working at C&U Americas and Robert Bosch, among other roles. Outside of his advisory work, he is involved in a non-variable insurance agency based in Hillsdale, MI. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm utilizes model-driven investment strategies developed by LPL’s Research Department and third-party portfolio strategists and offers access to third-party asset managers and insurance products through affiliated entities.

Frank Stewart is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes over 30 years with Huntington National Bank and related investment companies before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients nearing or in retirement.

Nitish Kulkarni is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Citizens Bank, and United Wholesale Mortgage. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Whitney Robinson is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2015, previously serving as an Investment Consultant from 2015 to 2018. Prior to joining Fidelity, Whitney worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. Whitney focuses on developing comprehensive financial plans tailored to the unique needs and goals of her clients and their families. She emphasizes building enduring relationships based on trust, reliability, and exceptional care. Whitney holds a California Insurance License. Outside of her professional work, Whitney has interests in fitness, parenthood, photography, running, and traveling.

Teri Jones is a financial advisor at Fidelity with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked within various Fidelity entities since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also manages model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mark Bublitz is a financial advisor with Raymond James Financial in Northville, MI, holding Series 63 and Series 65 designations and 31 years of industry experience. He is vice president and 50% partner at Center Street Wealth Strategies, a hybrid RIA practice, and also serves as president and treasurer of Mark W. Bublitz Capital. Outside of his advisory work, he is a partner in CSWS Realty LLC, which developed the office building housing his financial practice, and he is involved as an independent contractor with Melaleuca Wellness. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning and investment consulting tailored to client goals using analytical modeling tools, and it supports advisory programs through a large network of affiliated advisors.