Daniel Manwiller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at KLA Corporation and the University of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies supported by a large nationwide network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary advisory services under a fiduciary standard.

Nicole Domitrovich is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2013. Domitrovich serves as a board member and chair for the Howell Area Chamber of Commerce and its foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, while offering a broad range of investment and advisory solutions.

Daniel Schloff is a financial advisor with J.P. Morgan Securities in Northville, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Jpmorgan Chase Bank, N.A. from 2007 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

Robin Spencer is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at firms including Fidelity Brokerage Services, Morgan Stanley, and TD Ameritrade. Spencer serves on the board of the K Foundation, an education nonprofit organization. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by a centralized operational and custody platform.

Alex Acs is an Investment Consultant at Fidelity Investments, a role held since 2025. In this position, Alex partners with clients to develop customized financial plans aimed at achieving both short and long-term financial goals. Prior to this role, Alex gained experience at Fidelity Investments as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Alex is dedicated to providing service that builds strong client relationships based on trust, compassion, and understanding. By leveraging the resources and tools available at Fidelity, Alex supports clients in maximizing their financial opportunities. Outside of work, Alex has interests in baseball, cooking and baking, family activities, social events with friends, movies, and traveling.

Thomas Marzonie is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a 15-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies to support client goals.

Richard Gurchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked from 2009 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shannon Craggs is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, Craggs spent 14 years at Shorewood Installations LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Nua Dushaj is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to her current role, she was employed at Great Oaks Country Club from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Eric Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Cetera Advisors LLC, Cetera Investment Advisers, First Allied Securities, Inc., and Valic Investment Services Company. He is also involved in independent insurance activities through Eric Wolf Insurance. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Stephen Nofs is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. With more than 25 years of experience, he specializes in serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Stephen focuses on providing wealth management strategies aligned with clients' short-term and long-term objectives, including liquidity management, managing new wealth, personal retirement planning, portfolio management, and tax minimization. Stephen holds several professional designations including Certified Private Wealth Advisor (CPWA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). He is registered with multiple FINRA registrations and holds life insurance licenses. Stephen works closely with research analysts and portfolio managers to provide investment leadership based on strategic and tactical asset allocation and portfolio construction within a goals-based investing framework. He earned a Bachelor of Science degree from Eastern Michigan University on a four-year football scholarship and served ten years in the Department of Justice, including roles as a lead firearms instructor and member of Special Operations Response Teams. He later obtained a Master of Business Administration from the University of Phoenix. Outside of work, Stephen enjoys boating, football, music, reading, running, traveling, and spending time with his family.

Jennifer Justice is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. Her career includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

John Bradford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with LPL Financial since 2012. Bradford is also involved in the sale of fixed disability, accident, health, life, and long-term care insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Grant Lemirande is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Cargill and FedEx Ground and spent five years at Michigan State University. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Carter De Long is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and Bank of America. Outside of his advisory work, he serves as a trustee of his parents' estate. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Maxwell Margetich is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and Fidelity Brokerage Services, as well as positions in various other industries. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Rohrhoff is a financial advisor with Cetera in Brighton, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with Avantax Advisory Services and Ohio National Insurance Company. Outside of his advisory role, he owns an accounting and tax preparation business and serves as president of The Riley Katheryn Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and supports various program structures, including access to third-party money managers and custom strategies.

Richard Welsh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Novi, MI. He has worked with the firm and its predecessors since 2012, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach across various account types.

Kyle George is a Financial Consultant at Fidelity Investments. He works closely with clients to develop financial plans tailored to their goals by understanding their priorities and utilizing Fidelity's tools and resources for analysis. He emphasizes client comfort with their plans and maintains adaptability to accommodate changes over time. Kyle has held multiple roles at Fidelity Investments, including Financial Consultant, Financial Consultant 1, Planning Consultant, Relationship Manager, and Financial Representative, reflecting a progression of experience within the firm since 2022.

Jennifer Marlow is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works with clients to identify and achieve their financial goals by creating plans tailored to their specific situations. Jennifer is part of a team focused on building long-term relationships with high-net-worth individuals, families, and business owners. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Michigan University. Jennifer's approach centers on designing strategies that help clients turn their goals into reality, considering their personal perspectives and priorities throughout the process.