Alison Mueller is a financial advisor at UBS Financial Services in Plymouth, MI, holding a Series 66 designation with two years of industry experience. She previously worked at Plante Moran PLLC for six years and spent one year at Omnivere. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Jason Arbetter is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. His prior experience includes roles at Securities America Advisors and Securities America Inc. Arbetter is also the treasurer of the Bend Paddle Trail Alliance, a nature society based in Bend, Oregon. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides a range of platform solutions and proprietary model strategies, managing a multi‑billion dollar asset base through thousands of financial professionals.

Robert Ketola Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Christopher Alsobrooks is a financial advisor with Charles Schwab in Novi, Michigan, holding a Series 66 credential and 10 years of industry experience. His career includes roles at TD Ameritrade, LPL Financial, Old National Bank, and Scottrade, with his current tenure at Charles Schwab beginning in 2022. 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 relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Bryan Moreen is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2009. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory role, he is active as an insurance agent and is involved with Clear Strategy, where he provides financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach incorporating portfolio optimization and multiple managed account options.

Sarah Riedel is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Her prior roles include various positions at the University of Michigan and Raymond James Financial. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Findling is a financial advisor with Raymond James Financial in Livonia, MI, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and Raymond James Financial since 2011. He is also the owner of John Findling and Associates, where he serves as branch manager and producer. 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, corporations, pension plans, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

William Connell II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Waddell & Reed, Inc., Life Guide Financial Consultants, and Plymouth Advisory Group, LTD. He has served as an instructor at Schoolcraft College and has been involved with the Michigan Opera Theater. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of affiliated financial activities.

Matthew Delisle is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., and Banc of America Investment Services, Inc. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.

Avery Ritz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Avery worked at W&S Brokerage and Western Southern Life. Before entering the financial industry, Avery held various positions including driving for DoorDash and roles during extended periods as a student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

Meredith Raasio is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her background includes roles in both corporate and nonprofit sectors, including work with Gentex Corporation and the National Alliance on Mental Illness. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and investment advisory services supported by structured planning tools and a broad range of investment programs.

Brian Hanley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Larry Glanz is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm location. Outside of advising, he organizes a monthly educational meeting for small practitioner CPAs to earn continuing education credits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Harold Rotary is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 45 years of industry experience. His prior roles include long-term service at New Light Financial Group and positions at Infinex Investments, Regal Investment Advisors, and Regulus Advisors. Outside of advising, he is involved in music as an artist and musician and owns a website, Darb55.com. 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 broad range of advisory and brokerage services and employs a variety of investment strategies supported by advanced advisor-facing tools.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan, she worked at Ramko Distributing for 12 years. 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. The firm’s advisory process integrates quantitative and qualitative research and includes a range of regulatory registrations that support broader derivatives and commodities capabilities.

Andrew Upleger is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with LPL Financial since 2019 and concurrently operates Advantage Tax & Financial Services, providing tax preparation and accounting services. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Patricia Keller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.