Danielle Caralis is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and one year of industry experience. She previously worked at PNC Bank NA for 13 years. Outside of her advisory role, she serves as President of the Board of Directors for the Grosse Pointe Theatre, a local community theatre group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor client strategies.

Kathleen Warunek is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as an election poll worker and co-chairman for the City of Riverview, assisting with voter check-in and compliance with state voting guidelines. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Jon Petoskey is a financial professional with 27 years of industry experience. He currently works at Cetera and holds Series 63 and Series 66 credentials. His prior roles include positions at Minnesota Life Insurance Company, Securian Financial Services, and VALIC Financial Advisors. Outside of his advisory work, he is involved with Wealth Strategies Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services using multiple program structures and third-party managers.

Mary Prebish is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Lincoln Financial Advisors for 18 years before joining OSAIC in 2025. In addition to her advisory role, she offers disability insurance, fixed/indexed annuities, and traditional life insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, providing integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party relationships to construct portfolios tailored to clients’ needs, including discretionary and non-discretionary management options.

Sammy Amine is a CFP® and Series 66 credentialed financial advisor with 13 years of industry experience. He is currently with Raymond James & Associates, having previously worked at Ameriprise and Comerica Securities. Amine has provided financial advisory services covering bank clients under the Ameriprise umbrella. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, charities, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and research support, including municipal advisory and employer consulting services.

Matthew Arvin is a financial advisor at Fidelity with one year of industry experience. He previously worked at Atrium for five years and has a background that includes roles outside finance, such as a field engineer and camera operator for NFL stadium events with Ford Field Management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Lawrence Weiner is a financial advisor with OSAIC and holds the PFS™ and Series 63 designations. He has 29 years of industry experience, including 17 years at American Portfolios and over three decades operating his own CPA practice. In addition to his advisory work, he continues to prepare tax returns for select clients through his firm, Weiner Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

John Prebay is a financial advisor at Stifel with 33 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2004 to 2020. Outside of his advisory role, he is a member of 28411 Capital LLC, which invests in private equity funds. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Parker Piwinski is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and approximately one year of experience in the industry. His prior roles include positions at Morgan Stanley and United Wholesale Mortgage. Outside of finance, he has experience working at Orchards Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from its global teams to tailor financial plans. The firm distinguishes itself by integrating institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Karl Heusinkveld is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Comerica Bank, Jackson Dawson, and Nextek West Inc. He has also held roles outside of finance, including work with Faith in Public Life and extended travel. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Daniel Wirtanen Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Jonathan Lybeck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 12 years before joining LPL Financial in 2022. Outside of advising, he is involved in photography through his business, Jon Lybeck Photography, and is a partner in 7North Studios, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Anne Schimmel Beck is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at Avantax Advisory Services and Cetera Wealth Services. Outside of advising, she teaches yoga classes and serves as president of the Reach Out Children's Fund, a nonprofit focused on improving conditions for children in Peru. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to various model portfolios and research.

Shane Wummel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at SGW Holdings, LLC. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Lori Wilson is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at Snider Financial and Freedman & Goldberg, CPA's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved tools.

Jeffrey Perry is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Financial Representative, Full Trader, Equity Trader, and Client Service Associate. Throughout his career, Jeffrey has developed expertise in financial consulting and investment management, working closely with clients to understand their goals and create customized financial plans. His approach emphasizes building strong relationships with clients and their families to support their short and long-term financial objectives. Outside of his professional work, Jeffrey has interests in boating, fitness, football, traveling, and volunteering.

Samantha Suhrcke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her career in 2026. Her prior experience includes roles at JPMorgan Chase Bank, Morgan Stanley, and the United States Postal Service. Outside of her advisory work, she has been involved with several local clubs, including the Country Club of Detroit, the Grosse Pointe Yacht Club, and the Neighborhood Club of Grosse Pointe. 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, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Bryan Foster is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David McMillin is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios and Ambassador Advisors, LLC. Outside of his advisory role, he serves as a church elder at Grace Church of Taylor. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a variety of investment options across discretionary and non-discretionary accounts.