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.

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.

Randy Malloy is a financial advisor at LPL Financial with 10 years of industry experience. He has held roles at LPL Financial since 2018 and previously worked at Hantz Financial Services from 2016 to 2018. He holds the Series 66 designation. 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 advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Kurtis Beethem is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and National Planning Corporation. He is also a presenter for White Glove Workshops, a seminar series in Clarkston, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from internal and third-party sources.

William Monteith is a Series 66 licensed advisor with LPL Financial in Farmington Hills, MI, and has 22 years of industry experience. He has worked with Linsco Private Ledger since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by research and model portfolios.

Capri Pointer is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, Costco Warehouse, and the Bureau of Workers Compensation. 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, pension plans, corporations, and charitable organizations.

Ryan Murphy is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, he was with PNC Investments and PNC Bank from 2014 to 2017. Merrill, together 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 investors.

Daniel Ryan is a financial advisor at Edward Jones in Clarkston, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at Midland Tool and Supply for three years and Milwaukee Tool for thirteen years. 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 and investment strategies, supported by a large national network of financial advisors and branch offices.

Nandini Sherry is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Outside of her advisory role, she serves on the Board of Directors for Sunny Days of Youth. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Ali Mchawrab is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Ali worked at Bank of America and CVS Health. Outside of finance, Ali is a pharmacist involved in verifying medication therapy and consulting with patients at Hamzeh Pharmacy in Dearborn, MI. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Michael Widmaier is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012. In addition to his advisory role, he provides product information at archery dealer events through a separate position at Steve Kaufman & Associates. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Daniel Bulgozdy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 recommendations.

Mark Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Drawing on the investment insights of Merrill and the banking and lending solutions provided by Bank of America, he aims to support clients in pursuing their long-term financial objectives through comprehensive wealth management. Mark holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Michigan. In addition to his advisory role, he actively participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Ohio National Financial Services, THE O.N. Equity Sales Company, and American United Life. He is also involved in fixed insurance sales through CORE Financial Group, which he owns. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and utilizes both proprietary and unaffiliated model strategies, with varied implementation approaches tailored to client objectives.

Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Yvonne Cole is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Based in Farmington Hills, MI, her career is focused within Morgan Stanley’s wealth management division. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Mahadee Chowdhury is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence supported by an ESG eligibility framework. The firm offers customized solutions on a non-discretionary basis, combining extensive product access with a structured internal review process.

Lawrence Stout is a financial advisor with Equitable Advisors in Clarkston, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizons.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and Sigma Financial Corporation. In addition to his advisory work, he manages a family farm that has been in his mother's family since 1920. OSAIC serves a diverse client base, including retail and institutional investors, and offers a range of integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple investment platforms.