Bonnie Anderson is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. She previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated Anderson Family Financial since 2005, which includes providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing various investment strategies and leveraging technology to support its network of over 22,800 advisors.

Scott Suomela is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes prior roles at Wells Fargo Clearing Services LLC and UBS Financial Services. Suomela is based in Berkley, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard.

Ronald Barlow is a CFP®-designated financial advisor with LPL Financial in Farmington Hills, MI, bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a notary public, providing document notarization for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various financial planning and portfolio management options, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Kimberly Jamieson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. Prior to joining OSAIC in 2018, she worked at several firms including Signator Investors Inc, Strategic Investment Advisors, Inc., and B. Riley Wealth Management. She is also the owner of Jamieson Wealth Management LLC and is involved as a financial planner at Michigan Financial Companies–Golden Legacy Wealth Management, where she focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through multiple programs and affiliated entities. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

Richard Williams is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following a brief tenure at Wells Fargo Clearing in the same year. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling.

Robert Diskin is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 designations. He has 35 years of industry experience and has owned and operated his own CPA firm since 1996. Diskin also serves as treasurer for the nonprofit Oxbow Lake Private Launch Association, overseeing its financial operations. 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, institutions, and nonprofits. The firm delivers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anil Kapoor Jr. is a Series 66-licensed financial advisor with Merrill, where he has worked for 13 years. He has a total of 14 years of industry experience and also serves on the National Advisor Board of The Salvation Army. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Rory Kind is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked at Republic National Distributing Company from 2015 to 2018. He holds the Series 66 designation and is based in Canton, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Klassa is a CFP® professional with 31 years of industry experience, currently advising at Ameriprise in Novi, MI. He has been with Ameriprise and its affiliated entities since 2005. Klassa is also the owner of Life & Legacy Wealth Advisors, LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by an institutional platform.

Karin Deline is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Farmington Hills, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Owens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Huntington Woods, MI. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Owens has been associated with Raymond James in various capacities since 1999 and is also the owner of Owens Wealth Management, LLC, where he serves as Branch Manager and Financial Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network alongside specialized programs in municipal finance and employer-sponsored retirement plans.

Richard Srnec is a financial advisor with J.P. Morgan Securities in Lathrup Village, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Wealth Management, and PRUCO Securities. He also worked at Wayne State University for two years. 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, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Perryman III is a financial advisor with Merrill based in Farmington Hills, MI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Merrill Lynch Pierce, Fenner & Smith Inc. since 2002 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jodi Whitmore is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at several firms, including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Quick & Reilly, Inc., and Banc One Securities Corporation. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers various investment and advisory services.

Douglas Dawe is a CFP® professional with 17 years of industry experience, currently serving at OSAIC since 2018. He worked previously at Signator Investors Inc for eight years. Dawe is a board member of Family Face Ministries and serves as president of the board of directors at St. Stephen Lutheran Church, engaging in strategic and governance roles outside of his advisory work. Osaic Wealth supports a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, with capabilities for discretionary management and third-party manager selection.

Nicholas Arkwright is a Series 66 licensed financial advisor with 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sabri Hesano Jr. is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at UBS since 2015. Prior to that, he was employed at J.P. Morgan Securities and Banc One Securities Corporation. Hesano is involved with the Detroit Economic Club as a member of its Reception, Audit, and Finance Committees, and he serves on the Investment Committee for Detroit Regional Dollars for Scholars, a nonprofit focused on scholarships and academic support for local students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through financial advisors who utilize proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Matthew Bucher is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. for nine years prior to joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research to tailor client solutions.

Karen Thompson is a financial advisor at UBS Financial Services with 43 years of industry experience. She has held her current position at UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending programs.

Keith Kozak is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.