Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following prior roles at Bank of America and Merrill in 2016–2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Newel is a financial advisor with LPL Financial based in Plymouth, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life, as well as experience outside finance in construction and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Diane Winner is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with LPL Financial and the Bank of Ann Arbor since 2013. Outside of her advisory role, she competes as a powerlifter in regional and national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Juliette Gassner is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, she worked in roles including at Draught Horse Brewery and Powerhouse Gym. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Brady Higgins is a financial advisor at Thrivent Investment Management with a Series 66 credential. His career includes roles at Ameriprise and Viscogliosi Brothers, LLC prior to joining Thrivent. His background also includes several years in education at multiple high schools and colleges. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Carl Meyers is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Raymond James & Associates since 1999 and previously worked at Focus Credit Union from 2016 to 2019. Outside of his advisory role, Meyers serves on the University of Michigan Board of Regents. 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, pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

Anthony Ajlouny is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Auto-Owners Insurance, IHS Markit, BJ's Brewhouse, D&D Bicycles, and Michigan State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

James Steele is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Meccom Corporation for twelve years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Robin Stack is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He worked at Morgan Stanley for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2018. Stack is also employed as a registered assistant at Family Legacy Wealth Partners. 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 tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside municipal and public-finance services.

Christopher Pugh is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory role, he serves as president of the Winans Woods Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Craig Brass is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Brass is a freelance writer and serves on the board of directors for the Great Lakes Golf Academy, which focuses on developing junior golfers for collegiate competition. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to deliver tailored financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Amy Dennis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Amy has been with Raymond James since 2016 and has also worked at Ben Griffith Financial Services. She is currently involved as an associate at Bison Wealth Planners, where she engages in client service and transaction activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports specialized municipal and public finance work.

Bryan Mcnamara is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his work in finance, he is involved with Synod Residential Services, an organization he has been connected to since 2011. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in developing financial plans.

Samson Park is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012, alongside his ongoing tenure at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm offers customized solutions through its Institutional Consulting Services program on a non-discretionary basis.

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Kallapiran Ramanujam is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kohl's and SIZIGI, as well as time spent pursuing studies at Wayne State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Ramzi Bahu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2004. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Chad Nyitray is a financial advisor at Ameriprise with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2020, he worked at Equitable Advisors and AXA Advisors for over two decades. He is also involved in independent insurance brokering, including fixed annuity and life insurance products. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.