Brianne Walsh is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Oppenheimer & Co Inc for six years and has additional experience with Beaumont Health and Eastern Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jaue Hwa Huang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1991 and serves clients across 26 states, including national and global companies, small and medium-sized businesses, as well as individuals. Her approach to wealth management focuses on listening to clients' needs and developing personalized financial strategies aligned with their long-term goals. Utilizing investment insights from Merrill and banking services from Bank of America, she addresses various aspects of clients' financial lives. Jaue Hwa holds a Bachelor of Science degree from Clemson University and master's degrees from Rutgers University and Central Michigan University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Jaue Hwa is involved in community service, serving on the boards of the Dearborn Symphony Orchestra and the Salvation Army Great Lakes Division Executive and Advisory Boards. Her personal interests include music, spending time with family, and traveling.

Bruce Baja is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior experience at RFC Financial Planners and various other roles including work at Bloomfield Hills Country Club and Michigan State University. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad advisory network and a range of portfolio management styles.

Benjamin Cobb is a financial advisor with J.P. Morgan Securities in Northville, MI, holding a Series 66 designation and five years of industry experience. Before joining J.P. Morgan Securities, he worked at Equitable Financial/Equitable Advisors for five years and has held various roles including positions at the University of Michigan Flint and several other companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates derivatives and commodities capabilities within its advisory offerings.

Scot Pardo is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Rachel Mc Govern is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Romulus Athletic Center and The Kelley Family. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Steven Case is a financial advisor with LPL Financial based in Farmington, MI. He holds the CFP® designation and has 37 years of industry experience, including prior roles at FSC Securities Corp and National Planning Corporation. Outside of financial advising, he owns ReallyMake, a digital asset app, and a digital marketing company that operates through social media and other online channels. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Holly Duthie is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 26 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Scott Jasman is a CFP® professional with 24 years of experience in the financial services industry. He has been with LPL Financial since 2011. Outside of his advisory work, Jasman is a notary public and the owner of a local pizza business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, with a platform that supports both discretionary and non-discretionary strategies and incorporates advanced operational tools.

David McMillin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at American Portfolios, Park Place Financial Group, and Ambassador Advisors. Outside of his advisory work, he serves as a church elder at Grace Church of Taylor. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

Raymond Rondy II is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, while offering both retail and institutional investment solutions.

Jesse Biers is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jesse served as an Investment Consultant at Fidelity Investments in 2021 and as a Financial Consultant at E*Trade from 2016 to 2021. Jesse focuses on understanding clients' comprehensive financial situations to develop effective and lasting strategies. He aims to build strong relationships and provide thoughtful guidance tailored to clients' unique goals, helping them work confidently toward their short and long-term financial objectives. Outside of his professional work, Jesse has personal interests that include boating, camping, fishing, golf, lake activities, and motorcycles.

John Friday is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with DFCU Financial Credit Union since 2006. He has been with LPL Financial since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.

David Scaramucci is a financial advisor at J.P. Morgan Securities in Livonia, MI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Mercer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates a range of specialized regulatory registrations and derivatives capabilities.

Bartley Gravelle is a financial advisor with Robert Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, Inc. for over 20 years. Outside of advising, he is president and owner/operator of Full Moon Farms, an agricultural business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and uses a combination of manager-traded and model-traded strategies supported by internal research and technology.

Andrew Bageris is a financial advisor with Raymond James & Associates in Northville, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1994. Outside of his advisory work, he is a partner and business owner of Lucky Dog Luxury Daycare & Boarding. 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, institutions, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and proprietary research.

Danny Lis is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Lis previously operated LMR Advisors, LLC, an investment and retirement planning business, from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with customizable investment solutions across multiple program structures.

Bruce Chism is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he operates a farmland leasing business as the sole member of Chism Acres, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement models, select third-party managers, or create custom strategies.

Andrea Kotch Duda is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked at Raymond James & Associates since 1999, including the current nine years at the Ann Arbor office. Outside of her advisory role, she owns and manages rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services and employs a range of portfolio management styles supported by affiliated research and sub-advisers.

Clifton Pope II serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their individual financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. Clifton provides guidance across areas such as general investing, retirement planning, and unexpected expenses, while also connecting clients with Bank of America specialists for services like banking, credit, home financing, and small business solutions. With a focus on personalized service, Clifton helps clients manage competing financial demands by defining goals and designing portfolio strategies to meet them. He offers ongoing advice and adjusts strategies as clients’ needs evolve. Clifton holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Michigan University. He is affiliated with the Kappa Alpha Psi Fraternity Inc.