Colin Slater is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for seven years. Slater also serves as co-treasurer of the First Baptist Church of Farmington, where he volunteers to manage weekly offerings and annual giving records. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, with multiple custodial and legacy programs available to clients.

Yazdi Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Mistry serves as treasurer and board member of The Kiefer Foundation and volunteers as a board member for the Encore Musical Theatre Company, supporting charitable and cultural organizations in his community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Ryan Rehil is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Rob Orosz is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants in Novi, MI. He focuses on delivering a client experience that aligns with Fidelity's standards of care. Rob has held leadership roles at Fidelity Investments since 2013, progressing from Branch Service Manager to Assistant Branch Leader, and currently serves as Vice President, Branch Leader since 2025. Throughout his career at Fidelity, Rob has gained extensive experience in branch management and client services. Outside of his professional responsibilities, he enjoys cooking and baking, participating in family activities, fishing, fitness, and running.

Stacey Galloway is a Series 66-registered financial advisor with Edward Jones in Livonia, MI, and has 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over 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 under a fiduciary standard.

Maureen Elliott is a financial advisor with Edward Jones in Brighton, MI, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 17 years of industry experience, including 15 years at Edward Jones and a prior year at Key Investment Services LLC. 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, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Kuhn is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Concorde Investment Services, Securities America, and Secure Planning Strategies. She is also commissioned as a notary in Westland, MI. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies with machine-learning tools for operational and research purposes.

Mason Sova is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors and has a varied background including roles outside finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by technology and a large network of investment adviser representatives.

Brian Coles is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Coles serves on the boards of local nonprofit organizations including the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, asset management, and institutional platforms.

Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Alicia Botti is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, delivering detailed, non-discretionary recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Kashat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at Caliber Home Loans and United Shore Mortgage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates derivatives and commodities capabilities uncommon among similar institutional programs.

Ryan Welch is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and held various roles including positions at Michigan State University and Roush Holdings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing model portfolios, subadvisors, and customized strategies.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation. He has experience working at Osaic Wealth Inc since 2026 and previously spent six years at Liggett and four years at Michigan State. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple affiliated custodial and program relationships.

Kevin Darrow is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is associated with A2 Business LLC, which manages his practice’s payroll. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Anthony Lambert is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Harrisdirect LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broad range of derivatives and commodities capabilities.

James Kreutzer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes 16 years at Merrill and a brief tenure at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Mike Mc Gowan is a financial advisor with J.P. Morgan Securities based in Plymouth, MI. He holds a Series 66 designation and has 24 years of industry experience, including roles at UBS Financial Services and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.