Jacob Newman is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Fidelity Investments and Joseph Binder. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a wide network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services for qualified plans.

Rachel Meekhof is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to her financial services career, she held positions at several companies including Memphis Pizza Cafe and Bayer CropScience. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides integrated brokerage, custody, and cash-sweep services.

Michael Ajlouny is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Ernest Hughes is a CFP®-credentialed financial advisor with Raymond James Financial in Plymouth, Michigan, bringing 49 years of industry experience. He has been with Raymond James Financial Services since 1999 and has served as a joint executor for his mother since 2018. Outside of advising, he owns a support company, First Financial Strategies, Inc. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Edward Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he serves as Rotary District Governor Nominee Designate for Rotary District 6400. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Jason Davis is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Knepp Financial Group, LLC, and FSC Securities Corporation. Davis is also the owner of Knepp and Associates Tax Service, where he prepares clients’ tax returns during tax season while reviewing their accounts. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools and diversified investment options, managing accounts on both discretionary and non-discretionary bases.

Mark Mccormick is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Norman Turfe is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

Scott Skowronski is a financial advisor with Raymond James & Associates in Plymouth, MI. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including prior roles at Ameriprise and Comerica Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through a variety of programs and offers municipal advisory services along with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Andrew Hinrichs is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2018. Outside of advising, Hinrichs co-owns Futbol Is Life LLC, a memorabilia sales business where he serves as CFO and small business consultant. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party managers.

Marc Van Solkema is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns a rental property in White Lake, Michigan, managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Nikolis D'annunzio is a financial advisor with Ameriprise in Ypsilanti, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Huntington Investment Company, The Huntington National Bank, H&R Block, Edward Jones, and five years at Innovative Waterproofing Solutions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning based on tax-aware withdrawal strategies and dependable income sources.

Daniel Yutzy is a financial advisor with LPL Financial based in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at MSC Industrial Supply Company and Power Home Remodeling. He is also involved with Baldwin Capital Tax Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2010. Her current role includes work at Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Erik Robertson is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has experience working at Rocket Companies for nine years and served in the United States Marine Corps for five years. Robertson joined Edward Jones in 2026. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jennifer Brawn is a financial advisor with Edward Jones in Ypsilanti, MI, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of America for six years before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Folino is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Lowry is a CFP® professional with 18 years of industry experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors Inc for 10 years. He serves as Director of Retirement Strategies for Retirement Strategies of Michigan, a sole member LLC involved in retail securities and insurance products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Vanessa Thomas is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior work includes roles at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income sources and tax-aware withdrawal strategies.