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.

Michael Knittel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with Ameriprise in various capacities since 2009, currently based in Troy, MI. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Michael Wharton is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He also presents seminars as an instructor for LifeSpan, an employee education organization based in Detroit. 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 network of advisors and branch offices nationwide.

Michael Gulawsky is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at MPM Companies LP and United Parcel Service among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers as well as non-securities products and affiliated insurance services.

Robert Declercq is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years before joining Stifel in 2025. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jacob Ritchie is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and also operates a tax preparation and accounting business. Prior to joining LPL Financial, he has experience at US Tax and has worked in various roles since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisory services through a broad network of investment adviser representatives.

Stephen Bratta is a financial advisor with Ameriprise in Oakland, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 2006 and is also a co-owner of a consulting business, Advisor Legacy, and owner of Bedrock Acquisitions, LLC, which is used for practice acquisitions. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Beauvais is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and had shorter tenures at OSAIC and DeRoy & Devereaux before joining Ameriprise in 2026. 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-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and investment recommendations influenced by an affiliated product ecosystem and distribution arrangements.

Ian Cole is a financial advisor with Thrivent Investment Management in Mount Clemens, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trevco, Inc. and Shinola Detroit. Outside of his advisory work, he is the president and owner of Mount Clemens Brewing Company, a business involved in brewing and distributing beer to retailers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of financial topics without discretionary trading authority, and clients may combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Effie Katsis is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she operates Sena Solutions LLC, a restaurant concepts consulting company. Morgan Stanley Wealth Management provides advisory programs 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 delivers services through a combination of advisory and brokerage offerings.

Danielle Caralis is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, she worked at PNC Bank NA for 13 years. Outside of her advisory role, she serves as President of the Board of Directors for the Grosse Pointe Theatre, a local community theatre group with a 75-year history. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Kerry Lacy is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a longstanding career as a professional musician and bass player. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer and insurance services through affiliated entities.

Caren Boatman is a financial advisor at Ameriprise with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Gary Brown Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at PNC Investments, JPMorgan Chase Bank, and Raymond James Financial. Brown is also employed in a customer service role at Gleba and Associates in Troy, MI. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.