Justin Maidlow is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Premier Financial Planning. J.P. Morgan Securities 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.

Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Scottrade from 2016 to 2018. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Thomas Ogar is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Previously, he operated a manufacturing consulting business servicing a contract with Borg Warner Automotive. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Granner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an at-large board member of ANBU Children International, a nonprofit organization supporting destitute children in South India. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic financial planning on a standalone basis, enabling clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brandon Moore is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2023 to 2025. He specializes in helping clients evaluate their current financial situations and aims to provide them with the confidence to develop healthy habits that strengthen their financial wellness. Outside of his professional work, Brandon has interests in board games, family activities, football, museums, pets, and traveling.

Judith Mccammon is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and proprietary return estimates, to support its financial planning process.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Gerald Mangona is a financial advisor at Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a keyboard player and vocalist with Packin Heat LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 advisors and 15,000 branches. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Nicole Fellhauer is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In her current role, she coaches advisors on planning processes and practice management, while also leading the branch to uphold standards of care. Her professional experience includes several roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Vice President and Wealth Planner from 2018 to 2022, Financial Consultant from 2012 to 2015, Investment Consultant from 2010 to 2012, and Financial Representative from 2008 to 2010. She also worked as a Client Advisor at J.P. Morgan from 2015 to 2018. No information about her education, credentials, personal interests, or community involvement was provided.

Sidney Polk is a Financial Consultant at Fidelity Investments, a position held since 2020. Sidney works with clients to develop comprehensive financial plans, utilizing Fidelity's resources and recommendations to create strategies aligned with client goals while fostering relationships based on trust, reliability, and integrity. Prior to this role, Sidney served as an Investment Consultant from 2018 to 2020 and as a Financial Representative from 2017 to 2018, all within Fidelity Investments. Sidney's approach emphasizes partnership with clients to understand their individual and family financial objectives and to build lasting relationships. Outside of professional responsibilities, Sidney engages in family activities, fitness, golf, caring for pets, and reading.

Ashley Yashin is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

David Holliday III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a background with JPMorgan Chase Bank dating back to 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brett Jackson is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has worked at several firms including PNC Investments LLC, LPL Financial, and Parkland Securities. Jackson also holds a role as Senior Regulatory Analyst at Market Share Inc., where he assists financial professionals with compliance and regulatory requirements. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides comprehensive brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across a range of investment vehicles.

Nicholas Muraca is a financial advisor with Mass Mutual Investors Services in Ann Arbor, MI, holding the CFP® designation and Series 65 and Series 63 licenses. He has 12 years of industry experience, all with Mass Mutual-affiliated firms since 2014. He is a partner and financial advisor at Insight Financial Partners LLC, where he focuses on retirement planning, investment advisory, and insurance planning for clients in the Ann Arbor area. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-based strategies.

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 financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions across various investment vehicles.

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.

Michael Fitzmorris is a CFP®-certified financial advisor with Ameriprise in Ann Arbor, MI, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Fitzmorris serves as Treasurer and board member of Child Care Network, a local nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Biscaro is a financial advisor at LPL Enterprise with a Series 66 designation. He has been with LPL Enterprise since 2025 and has prior experience at C&U Americas and Robert Bosch. Outside of his advisory role, he is involved in non-variable insurance activities in Hillsdale, MI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.