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.

Brent Martin is a Series 66-licensed financial advisor with 11 years of industry experience, currently at Raymond James Financial in Ann Arbor, MI. He spent 10 years with Edward Jones before joining Raymond James in 2025. Outside of his advisory role, he is involved with Legacy Financial, a non-investment-related business in Ann Arbor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary financial planning and investment consulting tailored to client goals, utilizing risk profiling and advanced modeling tools.

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.

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.

Sean Wallace is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative II. Prior to Fidelity, he worked as a Registered Service Associate at Raymond James from 2012 to 2015. In his current role, Sean focuses on empowering clients to pursue their financial goals by providing clear guidance tailored to individual circumstances. He works to help clients navigate industry terminology and develop personalized financial plans designed to address various personal and market events. Outside of his professional work, Sean's personal interests include biking, board games, gardening, movies, parenthood, and traveling.

Matthew Ostach is a financial advisor at Edward Jones in Plymouth, MI, with eight years of industry experience. He holds a Series 66 designation and previously worked at Chemtool and operated Ostach Enterprises LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages a broad range of advisory programs and invests approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Kevin Ackroyd is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and changing market conditions. His client focus areas include college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Spring Arbor University. Committed to serving his community, he actively volunteers with local organizations. Outside of work, Kevin enjoys baseball, football, hiking, skiing, and volleyball.

Jason Wirgau is a financial advisor with Edward Jones in Canton, MI. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at Audacy (WWJ Newsradio 950). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Nicole Phifer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and fundamental research-based approach to portfolio construction and oversight.

Rex Stanczak is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Stifel Nicolaus & Co. Inc. for 21 years before joining Wells Fargo in 2026. Outside of his advisory role, he serves as the head basketball coach at Father Gabriel Richard High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Nancy Pashnik is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with LPL Financial since 2014 and also works with the Bank of Ann Arbor, where she has served since 2010. Outside of her advisory role, she acts as successor trustee for the Lorraine Pashnik Living Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Craig Shipman is a financial advisor with LPL Financial based in Ann Arbor, MI, holding a Series 66 credential and 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked with DFCU Financial and Cuso Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 credentials and 24 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Peisy Sulimin is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Sulimin worked at Solamanasye Grasia, where they owned a company focused on educating the community about healthy plant-based protein through workshops. Sulimin holds a Series 66 credential and has held positions at several financial institutions, including Fifth Third Bank and Morgan Stanley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm’s approach emphasizes holistic, goal-based planning and separates planning services from managed-account programs.

Kylee Mohammed is a Series 66 licensed financial advisor with Ameriprise in Ann Arbor, Michigan, where she has worked for 12 years since 2014. Her entire industry experience is with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Joelle Emery is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at McLaren Wealth Strategies and Raymond James Financial Services, Inc., and has coached weightlifting since 2014. She is an independent contractor coach at Lily Weightlifting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains unique affiliations to support municipal and public finance work.

Cody Borke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2022. Prior to his financial advisory career, he held positions at Legal Help For Veterans, PLLC, and in various roles across public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bryan Regner is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a commercial building that houses his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.