Timothy Grobosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America Corporation, Merrill, and The Huntington National Bank. Prior to his financial career, he held various roles in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s investment approach combines systematic due diligence and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Anthony Legg is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Empower Financial Services, EXP Realty, and All Medical Personnel. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers both discretionary and non-discretionary investment management through diversified model portfolios and combines proprietary modeling with planner delivery and online tools.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Newel is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL, he worked at W&S Brokerage Services and Western & Southern Life. He is also involved with Community Financial Members FCU in a financial institution duty role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment programs, supporting advisors with research and technology tools while overseeing more than $819 billion in discretionary assets.

Diane Winner is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial and Bank of Ann Arbor since 2013, following three years at OSAIC Institutions, Inc. Outside of her advisory role, she competes as a powerlifter in Michigan-based competitions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and portfolio management options supported by technology and a broad suite of financial products.

Juliette Gassner is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, she worked in roles including at Draught Horse Brewery and Powerhouse Gym. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Brady Higgins is a financial advisor at Thrivent Investment Management with a Series 66 credential. His career includes roles at Ameriprise and Viscogliosi Brothers, LLC prior to joining Thrivent. His background also includes several years in education at multiple high schools and colleges. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Gyuwon Kim is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. 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 advisors and branch offices.

Cassie Wright is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her background includes roles at Mainstay Capital Management, TD Ameritrade, and positions in education at Southern New Hampshire University and Ross Medical Education Center. Merrill, alongside 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 a range of individual and institutional clients.

Carl Meyers is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Raymond James & Associates since 1999 and previously worked at Focus Credit Union from 2016 to 2019. Outside of his advisory role, Meyers serves on the University of Michigan Board of Regents. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

Anthony Ajlouny is a financial advisor with UBS Financial Services in South Lyon, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining UBS in 2024, he worked at Auto-Owners Insurance and IHS Markit. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

James Steele is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Meccom Corporation for twelve years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Robin Stack is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 10 years before joining Raymond James in 2018. Outside of his advisory role, he is an employee of Family Legacy Wealth Partners, where he serves as a registered assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Pugh is a financial advisor with Thrivent Investment Management in Ann Arbor, MI, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. Outside of his advisory role, he serves as president of the Winans Woods Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers clients the option to combine planning with managed-account services under a consolidated approach called “WealthPlan.”

Craig Brass is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Brass is a freelance writer and serves on the board of directors for the Great Lakes Golf Academy, which focuses on developing junior golfers for collegiate competition. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to deliver tailored financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Amy Dennis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Amy has been with Raymond James since 2016 and has also worked at Ben Griffith Financial Services. She is currently involved as an associate at Bison Wealth Planners, where she engages in client service and transaction activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports specialized municipal and public finance work.

Bryan Mcnamara is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his work in finance, he is involved with Synod Residential Services, an organization he has been connected to since 2011. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in developing financial plans.

Samson Park is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG criteria where applicable.

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.