Tara Huntzicker is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for 21 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Anthony Treboldi is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012, following five years at Chase Investment Services Corp. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools, with broad retail and institutional investment options.

John Rodriguez II is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at The Huntington Investment Company, Huntington National Bank, and Citizens Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kristie Gheysens is a financial advisor with Edelman Financial Engines in Troy, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process paired with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Charles Ducharme II is a financial advisor with Ameriprise in Grosse Pointe Woods, MI, holding Series 63 and Series 65 designations and having 17 years of industry experience. He worked at Oppenheimer & Co Inc for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports its financial advisors.

Kevin Zezula is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. He serves on the board of The Rainbow Connection and is involved in a sports trading card hobby with his son. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Emir Bajrovic is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has been associated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a comprehensive investment research process.

Mark Wojtas is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and J.P. Morgan Securities Inc. He is involved in business activities including ownership in MTW Initiatives, Inc. and a partial interest in Kercheval Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad menu of offerings, using proprietary research and planning tools to develop tailored recommendations.

Burton Carlson III is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Brooke Crane Acre is a financial advisor at OSAIC with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Sii Investments, OSAIC Services, Inc., and Park Place Financial Group. Outside of her advisory role, she owns several businesses including Wealth Reimagined Group and MyLTC123, which focuses on assisting clients with long-term care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization.

Zackary Thalgott is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at multiple firms, including Securities America, Inc., Pacer Financial, Inc., and Producer's Choice Network. In addition to his advisory role, he assists with accounting and general business operations for a tax and accounting business. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process with portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through third-party platforms.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

George Nihem is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in real estate ownership and rentals through HI-MARK RENTALS, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking, lending, and other financial products.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.

Elizabeth Hewitt is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Alight Financial Solutions, J.P. Morgan Securities, and Lake Trust Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s capabilities include discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by oversight controls and the use of AI-driven research methodologies.

Alyssa Rajakariar is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles including positions at Macomb County Probate Court and Ottawa County Juvenile Court. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through diverse investment and planning programs.

Blake Ellis is a financial advisor with Wells Fargo Advisors in Grosse Pointe Farms, MI, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2025. Ellis serves on the board of the Detroit Athletic Club, participating in meetings related to charitable giving and investment oversight. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, risk management, and specialized areas such as business-owner transition and sports & entertainment planning.

Kevin Butler is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 license and 21 years of industry experience. He has worked at UBS since 2021 and previously at Bank of America and Merrill Lynch. Outside of his advisory role, Butler serves as a director for the nonprofit Grosse Pointe Theatre, where he assists with governance and organizational leadership. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a broad platform that includes proprietary research and capital markets services.

Tyler Urman is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 registrations and having 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner of Northern Wealth Management, a business entity focused on tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Mackenzie Mertz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She is also involved in coaching volleyball, serving as lead trainer and tournament director for The Victors Volleyball Club LLC and as an assistant volleyball coach at the University of Michigan - Dearborn. Outside of advising, she works at Fern Hill Golf Club in a customer service role. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options spanning automated allocations to customized strategies.