Taal Ashmann is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has worked as an independent contractor for Market Force, performing mystery shopper assignments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers various retail and institutional investment options.

Robert Amboian is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of St. John Armenian Church in Southfield, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and utilizes tools such as Monte Carlo simulations for modeling outcomes.

Nicholas Jallos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Holliday III is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Hannah Lakian is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked as a High Net Worth Financial Advisor at Vanguard from 2022 to 2026. Hannah focuses on building trusted relationships with her clients, emphasizing empathetic listening and collaborative dialogue to support their unique financial goals. In her approach, she prioritizes understanding individual client priorities and promotes informed decision-making through thoughtful conversations. Outside of her professional responsibilities, Hannah enjoys activities such as spending time at the beach, boating, participating in social events with friends, playing softball, and traveling.

Meghan Gazzola is a Series 66-credentialed financial advisor at Fidelity with 14 years of industry experience. She has been with Fidelity in various capacities since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Joseph Toth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial, OSAIC Wealth Inc, and Equitable Advisors LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Anjanette Nickoloff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kate Vander Meulen is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Webasto Thermo & Comfort North America, Nikon Metrology, and Southern Lakes Parks & Recreation. She coordinates volunteer efforts for a local mom-to-mom sale event in Ann Arbor, which occurs four days annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brent Richards is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Ameriprise and Edward Jones. 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, third-party asset management, and institutional platforms.

Deborah Dilloway is a financial advisor at Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and with 20 years of industry experience. She worked at UBS Financial Services for 15 years before joining Raymond James in 2026. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Thomas Shook is a Financial Consultant I currently working at Fidelity. He has been with Fidelity since 2021, serving in roles including Investment Management Consultant and Planning Consultant before his current position that began in 2025. Prior to joining Fidelity, Thomas worked at Morgan Stanley and E*TRADE by Morgan Stanley as a Financial Advisor and Financial Consultant, respectively, from 2018 to 2021. Thomas takes a relationship-centered approach to financial consulting, focusing on helping clients navigate financial decisions with confidence and clarity. His professional experience spans investment management and financial planning, supporting clients through various stages of their financial journey. Outside of his professional work, Thomas has personal interests in golf and traveling.

Frank Stewart is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes over 30 years with Huntington National Bank and related investment companies before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients nearing or in retirement.

Cole Misuraca is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Ceros Financial Services, Flexible Plan Investments, and Equitable Advisors LLC. Outside of finance, he works part-time in event serving at Zuccaro's Banquets and Catering. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and the option to combine planning with managed accounts under a consolidated billing program.

Tiffany Tufenkjian is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at JPMorgan Chase Bank, Eca Science Kit Services, Bateel, Coldstone Creamery, and The Gold Smith Gallery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Michael Hycki is a financial advisor with Ameriprise in Novi, MI, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including long tenures at Cambridge Investment Research Advisors and Genesis Financial Partners. He is also president of Hycki Toth Inc., a business focused on the development and implementation of client financial plans. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Whitney Robinson is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2015, previously serving as an Investment Consultant from 2015 to 2018. Prior to joining Fidelity, Whitney worked as a Financial Advisor at Morgan Stanley from 2013 to 2015. Whitney focuses on developing comprehensive financial plans tailored to the unique needs and goals of her clients and their families. She emphasizes building enduring relationships based on trust, reliability, and exceptional care. Whitney holds a California Insurance License. Outside of her professional work, Whitney has interests in fitness, parenthood, photography, running, and traveling.

Stacy Cataldo is a Series 66-licensed financial advisor with Morgan Stanley in Farmington Hills, MI, having joined the firm in 2024. She has one year of industry experience and spent 17 years at Walsh College of Accountancy & Business Administration prior to entering the financial advisory field. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools but generally does not include individual security recommendations unless separately engaged.

Teri Jones is a financial advisor with Fidelity in Northville, MI, holding Series 63, Series 65, and Series 66 designations and 29 years of industry experience. She has worked within various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and employs systematic methodologies and formal governance procedures.

Norman Jadan is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Financial Focus LLC and LPL Financial, LLC. Outside of his advisory role, he is involved with Flint Township SS 92 LLC, an apartment complex in Southfield, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.