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 CFP® with 16 years of industry experience and has been with Edward Jones in Brighton, MI since 2011. She holds Series 63 and Series 66 licenses. 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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 work includes roles at Concorde Investment Services, Securities America, and Secure Planning Strategies. She is also a notary in Westland, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Mason Sova is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior work includes positions at Equitable Advisors and DFCU. Mason’s background includes diverse roles before entering the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brian Coles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves on the boards of the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

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 at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in the mortgage industry with Caliber Home Loans and United Shore Mortgage. J.P. Morgan Securities LLC 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.

Ryan Welch is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and has held various roles in corporate and educational settings. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolio options supported by research from LPL and third-party providers.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation and six years of industry experience. He previously worked at Liggett from 2016 to 2022 and attended Michigan State University from 2022 to 2026. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct portfolios that include a wide range of investment options.

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 Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it offers oversight and advisory services with a focus on systematic methodologies and long-term asset allocation.

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 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

James Kreutzer is a financial advisor with LPL Financial in Walled Lake, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2013. Kreutzer operates a DBA entity named ClearPath Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various investment strategies.

Mike Mc Gowan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Martin Macdougall is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficient strategies, with a focus on assets managed within Ameriprise accounts and employs algorithmic tools overseen by a dedicated committee.