Phil Andrews II is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He is also an author of a work titled *Sally and Sam Squirrel*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Kelly Green is a financial advisor at Morgan Stanley with 12 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated private bank since 2013. Outside of advisory work, Green is a partner in Major Management Holdings, LLC, a strategy and marketing consultancy, and serves on the investment committees of the Milbank Memorial Fund and the McGregor Fund as well as the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Truxall is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Invest Financial Corp. In addition to his advisory work, he offers fixed and indexed annuities as well as long-term care and traditional life insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jason Sherman is a CFP® professional with 22 years of experience in the financial services industry, all with LPL Financial in Southfield, MI. He holds Series 63 and Series 66 licenses and has additional involvement in tax preparation services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kayla Jordan is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and Firstmerit Bank/Huntington Bank. Jordan also serves as a client services and new business manager for another advisor within her firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party investment solutions to construct diversified portfolios.

Stephen Neirinck is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation services through U.S. Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Buursma is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory career, he worked for Northlight Nannies for seven years. He serves on the Board of Directors for Camp Roger in Rockford, Michigan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations.

Jenna Peth is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Merrill since 2014 and Bank of America, N.A. since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Craig Kohler is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 registrations and 32 years of industry experience. He has worked within Wells Fargo firms since 2009. Kohler operates a sole proprietorship focusing on financial advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

David Logan II is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has prior work experience at Cohen & Company and in various other roles outside finance. In addition to his advisory work, he serves as a part-time in-game statistics crew member for the Detroit Pistons and is a proprietor of GoST Entertainment, a music publishing business. He is also a member of the Finance Committee at the Detroit Athletic Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

Jon Vigi is a financial advisor at UBS Financial Services in Troy, MI, with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Vigi serves on the Putnam Advisory Council, a group focused on providing feedback and ideas to shape the future of the financial advisory business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including proprietary research and affiliated lending programs.

Craig Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial objectives and develops personalized investment strategies to help pursue their goals. He also provides access to Bank of America's banking and lending services. Craig holds a Bachelor's Degree from the University of Michigan System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to inform financial planning and investment decisions.

Jennifer Rumschlag Mejia is a CFP®-certified financial advisor with 19 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2017 and has worked at Raymond James Financial Services, Inc. since 1997. In addition to her role at Raymond James, she is a partner at R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in public finance and SIMPLE IRA employer advisory services.

Joe Bloxsom is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Quicken Loans/Rocket Mortgage and several mortgage companies. Outside of advisory work, he was involved with Safe Harbor Jefferson Beach Marina in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Tara Huntzicker is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000, joining UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of products and research-based investment strategies.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously with Professional Home Solutions from 2010 to 2018. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Parker Nowak is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Raymond James Financial Services, and Hantz Financial Services. Prior to his financial career, he held roles in logistics, imaging, lawn care, and golf club services. 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 non-discretionary planning and consulting tailored to client goals and supports a wide advisor network with specialized services in municipal and public finance as well as employer advisory programs.

Vincent Delicata is a Certified Financial Planner (CFP®) with ten years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019, and previously held roles at One To One, LLC and TFO TDC, LLC. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm employs collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Mark Wojtas is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. He has ownership interests in investment-related businesses, including MTW Initiatives, Inc. and Kercheval Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services, leveraging research, planning tools, and a broad menu of specialized planning options.

Gino Weaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.