Garret Gotaas is a financial advisor with LPL Financial based in Farmington, MI, holding a Series 66 designation and six years of industry experience. He has worked concurrently at LOC Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various technology-driven investment options.

Daniel Kaminski is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their motivations and financial goals, utilizing the firm's Personal Wealth Analysis platform to assist in areas such as portfolio management, lending, estate planning, alternative investments, and banking. Since joining his current team in 2023, Daniel has collaborated with colleagues to help clients evaluate their financial standing and develop strategies tailored to their objectives. Daniel began his career in 2016 with The Hantz Group in Southfield. He holds a Bachelor's degree in Business and Organizations from the Gerstacker Business Institute at Albion College, where he also participated as a midfield player on the lacrosse team. His professional expertise includes college education planning, family wealth management strategies, retirement income planning, tax minimization, and small business strategies. Outside of his professional role, Daniel enjoys various recreational activities including golfing, skiing, boating, and fishing with his wife, Margaret. They reside near Ann Arbor and spend time at their family's home on Lake St. Clair.

Vahik Rostamloo is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a wide range of platforms and proprietary research.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

Karen Heddle is a financial advisor at Edward Jones in Ann Arbor, MI, with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Securities and LPL Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Scott Bennett is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Gayle Good is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial, Gayle worked at the Medical Office of John Vassallo MD for twelve years. Gayle has also had periods of unemployment between roles but has maintained continuous involvement in financial advising since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support strategic and tactical investment approaches.

Chenley Sinclair is the Vice President, Wealth Planner at Fidelity Investments. In this role, Chenley partners with clients to support their relationships with family and wealth, aiming to develop financial planning strategies tailored to each client's goals while ensuring they feel comfortable and understood throughout the process. Chenley emphasizes client involvement in managing their wealth, utilizing the tools and resources provided by Fidelity. Chenley has been with Fidelity Investments since 2015, progressing through multiple roles including Financial Representative, Relationship Manager, Financial Consultant, and Vice President, Financial Consultant before assuming the current position in 2025. Prior to joining Fidelity, Chenley held the position of Assistant Branch Manager and Branch Manager from 2012 to 2015. Outside of professional engagements, Chenley has interests in art, cooking and baking, fitness, gardening, pets, and traveling.

Samantha Maddox is a Series 66-licensed financial advisor with Thrivent Investment Management in Ann Arbor, MI, with three years of industry experience. Prior to joining Thrivent, she worked in education at Bedford Public Schools and The University of Toledo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of financial topics without discretionary portfolio management or institutional advisory services.

Stephen Manchester is a financial advisor with Edward Jones in Ypsilanti, MI, holding Series 63 and Series 66 licenses and totaling 23 years of industry experience. He has been with Edward Jones since 2002. 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 and supported by a nationwide network of more than 23,000 financial advisors.

Megan Ornelas is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Matthew Sitarski is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at JP Morgan Securities and JP Morgan Chase Bank from 2015 to 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tyler Giese is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. He holds Series 63 and Series 66 licenses and is based in Ann Arbor, MI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Bradley Bocketti is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at Butler Business Consulting Group and attended Butler University. Bocketti serves as an alumni board member for the Detroit Catholic Central Finance Club, where he supports the education of high school students in finance and investing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Keith Grover Jr. is a financial advisor with Cetera, holding a Series 65 credential and two years of industry experience. He is also a partner and Director of Tax at Polk and Associates, PLC, a public accounting firm providing accounting, compliance, consulting, and attest services to individuals and companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Gary Wales is a financial advisor with Osaic Wealth, Inc. He holds the CFP® designation, Series 63, and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. since 2009. He is also president of Spectrum Financial Services, Inc., a tax preparation and advising firm. Osaic Wealth, Inc. serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to support a variety of investment strategies.

Austin Accettura is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has been associated with LPL Financial since 2023 and also maintains a role as a law clerk at Accettura & Hurwitz. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Kyle Ciotti is a financial advisor at Fidelity with Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at Experior Financial Group, The Leaders Group Inc., and several other financial services and investment firms. Fidelity’s Strategic Advisers LLC, where Mr. Ciotti is based, 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 to deliver model portfolios across a broad investable universe.

Jonathan Hunter is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to provide written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has experience in community roles including coaching soccer for the Dearborn Soccer Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored and endorsed platforms.