Kevin Latta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes extensive tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide advisor network and a range of portfolio management styles.

Julie Leenknegt is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its related entities since 2003. Outside of her advisory role, she is the president and owner of Dorbz World, LLC, a business involved in voice-over work, modeling, and bookkeeping. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual, customized Recommendation Reports through a centralized consulting team.

Stephen Blahunka is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked for Bank of America and Merrill from 2009 to 2024. He serves as a board member for the Children’s Foundation in Detroit and for the Pediatric Institutional Review Board at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with an emphasis on client-directed implementation and a broad range of investment services.

Susan Van Spybrook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jackie Boesman is a financial advisor with Merrill in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2023. She has also worked at Quicken Loans and Dynamic BDC, and held positions at the University of Maryland Global Campus. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Mulvihill is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2021. Prior to her advisory career, she held a position at Centria Healthcare from 2015 to 2020. Outside of her advisory work, she owns Mauve Event Management, a business focused on planning and managing events. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and research to support discretionary and non-discretionary portfolio management.

Joann Price is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Advanced Wealth Strategies. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Dawn Chaltraw Levy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Quicken Loans. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Jennifer King is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Abigail Huisinga is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Raymond James, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved with Ward Church, where she leads music for Sunday services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.

Josh Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Josh worked as a Financial Planner at Michigan Financial Companies and as a Financial Advisor at Edward Jones. Josh's professional focus involves delivering comprehensive financial and investment planning services to help clients work toward long-term financial success. He is committed to guiding clients through their financial journeys, from the beginning stages to retirement preparation, emphasizing clarity, confidence, and peace of mind through personalized strategies. Outside of his professional work, Josh has interests in baseball, football, hiking, pets, and traveling.

Kathleen Lofton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with J.P. Morgan entities since 2012, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Daniel Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Jennings Wohl Group within the Global Wealth and Investment Management group at Merrill. Daniel applies his capital markets experience to design customized portfolios aligned with clients' objectives, time horizons, cash-flow needs, and investment preferences. He is skilled in communicating complex topics clearly and is knowledgeable in trust and estate planning, customized credit, wealth strategy, and philanthropy. Prior to joining Merrill, Daniel spent over ten years with JP Morgan's Private Bank, where he held increasing responsibilities and served as an Executive Director, running the investment practice for the State of Michigan and directing ten investment professionals. He began his financial services career in 2006. Daniel holds a Bachelor's Degree from the University of Michigan, where he was a member of the basketball team, earning Academic All-Big Ten honors and the Bodnar Academic Achievement award. He is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He serves on the boards of the Jewish Federation of Ann Arbor and the Michigan Jewish Sports Foundation. Daniel resides in Ann Arbor with his wife, Sara, and their three children.

Christian Olson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering goal-based financial guidance tailored to clients' priorities. He works with individuals and families to develop personalized strategies for investing, retirement planning, wealth preservation, and achieving financial goals. Christian's expertise includes college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his current role, he built his career in corporate finance, where he partnered with business leaders on financial planning, analysis, and profitability optimization. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. In his personal life, Christian enjoys boating, football, golfing, soccer, spending time with his family, and traveling.

Rukiya Nur is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at the State of Michigan Unemployment Insurance Agency for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Camille Harrison is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial and working as an independent financial advisor since 2012. Outside of her advisory role, she serves as vice president of a sustainable farming operation. LPL Financial is a national investment advisory and broker-dealer firm serving a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and technology-driven investment strategies.

Carmen Haag is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and its predecessor entities since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a range of financial topics, separate from managed-account services, and conducts periodic reviews of recommendations.

Brandon Ford is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at Wintrust Financial. Prior to his financial career, he held various roles including at Rumbi Island Grill and Hillcrest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Julie Shaw is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Ryan Young is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hope College for two years and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.