Eric Walby is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he partners with clients to understand their unique financial needs and assists in building financial plans tailored to their short and long-term goals. He emphasizes forming strong partnerships based on trust and education, maintaining open communication to adapt strategies as clients' lives change. Eric's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2024 to 2026, a Relationship Manager and Central Relationship Manager at Fidelity Investments between 2022 and 2024, as well as roles at Equitable Advisors and PFS Investments earlier in his career. Outside of his professional work, Eric has interests in gardening, golf, pets, skiing, and volunteering.

Angelique Ames is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. She has worked with Morgan Stanley & Co., Incorporated since 2007, including its Smith Barney division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment 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 committee-reviewed investment models as part of its financial planning process.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at GLP Financial Group and Friedman Commercial Real Estate, as well as work at Wayne State University and ownership of Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Bastion is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Stifel Financial Corp, and Comerica Securities/Comerica Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ann Maile is a financial advisor at UBS Financial Services with 45 years of industry experience. She has been with UBS since 1989. Maile holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jason Steele is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2015 after previously working as a Financial Representative with Northwestern Mutual. Jason develops and provides customized strategies for complex financial situations, using an institutional approach to investment and risk management combined with a commitment to personal service. His expertise includes retirement income strategies, wealth transfer, trust and estate planning, philanthropic planning, and access to banking and lending solutions through Bank of America. Jason focuses on serving families, corporate executives, and small business owners, offering services such as corporate retirement plans and lending to small and mid-sized companies. His client specialties include college education planning, personal retirement planning, tax minimization, and managing concentrated stock positions. He holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason earned a Bachelor of Business Administration in Finance from Western Michigan University. Outside of his professional work, Jason resides in New Baltimore with his two children, Brayden and Christian, and is active in coaching their hockey teams. His personal interests include baseball, boating, cooking, golfing, ice hockey, and spending time with his family. He is also engaged in volunteering with community organizations in line with Merrill’s tradition of community participation.

Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

James Standish is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Nina Jackson is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining J.P. Morgan in 2020, she worked at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including co-owning BoxxBaby, a subscription-based infant and toddler clothing business, and ProperGirl, a digital lifestyle guide for women. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a proud member of the Palmer Linder Group, a financial advisory team located in Metro Detroit. She has been with Merrill since 2007 and brings over 16 years of experience in the financial services industry. Angela focuses on serving multi-generational, high net worth families and business owners. Her approach emphasizes understanding clients' personal goals and priorities to create customized financial plans, with specialties including retirement planning, college education planning, family wealth management, and legacy planning. Angela holds an Associates in Business from Henry Ford College and earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2014. She is also a Personal Investment Advisor (PIA). Angela is active in her community and volunteers with several organizations such as the Dearborn Rotary Club and In Place of War USA, an organization that uses creativity to foster positive change in areas affected by conflict. She is involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and is connected with professional organizations including In Place of War, USA and Tec-Troit. Her philosophy centers on understanding life priorities beyond markets and returns, aiming to collaborate with clients to develop plans tailored to their families, goals, and aspirations. Angela welcomes conversations with a range of clients including retirees, those undergoing life changes like divorce, business owners, and individuals seeking financial guidance. She can be reached via phone at (313) 594.9227 or email at [email protected].

Eugene Valentine is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. Based in the Dearborn, Michigan office, he assists individuals, corporate executives, endowments, foundations, and non-profits with strategies related to investment management, tax minimization, retirement income, and philanthropic planning. His approach emphasizes aligning financial planning with clients’ personal goals, including education funding, retirement lifestyle security, and long-term family objectives. Gene holds both a bachelor's and a master's degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. Throughout his 38-year career, he has focused on simplifying complex investment concepts to help clients effectively manage their wealth. Outside of his professional role, Gene is active in charitable work, including seven years of involvement with the Ovarian Cancer Research Fund. He resides in Bloomfield Village, Michigan, and is a father of four children. His personal interests include cooking, music, and traveling.

Charles Rutan Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and has owned and managed St. Clair Investment Advisors, LLC since 2005. Additionally, he is engaged in selling fixed insurance products including disability, annuities, life, prepaid legal, health, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and consulting through a multi-manager platform that includes both affiliated and third-party investment options.

Tyler Belanger is a financial advisor at Ameriprise in West Bloomfield, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Royal Alliance and Cerity Partners, as well as entrepreneurial activities with Makeshift LLC and Squeaky Shine Car Wash. He also has a background working with Michigan State University. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored recommendations primarily for assets managed within Ameriprise.

Mary Cox is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Wells Fargo Clearing and a company called HOME-DISABILITY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

John Kozole is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1997. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Bochenek is a CFP® professional with 42 years of industry experience, currently with LPL Financial since 2009. He previously worked for over three decades at Scripter and Associates, Inc. Outside of his advisory role, Bochenek also serves as a notary public, primarily notarizing documents for clients. LPL Financial is an 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, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Scott Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Dearborn, Michigan. Since beginning his career in the financial services industry in 2006 following his graduation from the University of Detroit Mercy with a Bachelor of Science in Business Administration, Scott has specialized in providing tailored financial strategies to individuals, families, and business owners. He focuses on a goals-based wealth management approach, utilizing a disciplined process to develop investment strategies that manage risk while addressing clients’ unique circumstances. Scott is qualified as a Senior Portfolio Advisor and works with a team to coordinate comprehensive financial services that include portfolio management, retirement planning, and business strategies. Scott’s expertise encompasses education planning, family wealth management, liquidity management, retirement income, and services for endowments, foundations, and non-profits. He also collaborates with other professionals, including tax advisors, attorneys, insurance specialists, and a Wealth Management Lending Officer from Bank of America, N.A., to provide clients with a full range of financial solutions such as estate planning and home financing guidance. Scott is a Personal Investment Advisor (PIA) and holds NMLS ID 1332821. In addition to his professional commitments, Scott is involved in his community through Kiwanis International, specifically participating in the Kiwanis Club of Shorewood. Outside of work, he enjoys boating, golfing, hiking, music, traveling, and spending time with his family.

Mary Lou Zangerle is a financial advisor at Merrill with Series 63 and Series 65 licenses and 53 years of industry experience. She has worked at Merrill since 1978 and has been associated with Bank of America since 2009. Outside of her advisory work, she is involved with the Detroit Bird Alliance, a nonprofit focused on bird conservation and environmental appreciation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.