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.

Kelly Tucker is a financial advisor at Osaic with seven years of industry experience. She holds the Series 65 and Series 63 credentials and has worked previously with Securities America, Inc., Securities America Advisors, CoreCap Advisors, and Hakim Financial. Tucker is also a licensed insurance agent and owns an advisory business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a range of investment programs.

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.

Steven Guglielmetti is a financial advisor at LPL Financial with 35 years of industry experience. He previously worked at Commonwealth Financial Network for 21 years and has operated First Financial Planners since 2000. Guglielmetti holds Series 63 and Series 66 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and third-party asset management through a large network of advisors, combining advisory services with a broad range of financial products.

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.