Connor Wallis is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation. He has one year of industry experience and previously worked at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Kautex Textron, among other roles. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes customized reporting and integrates an ESG eligibility framework when recommending investment strategies.

Bradley Augustine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with multiple investment-related business entities operating under LPL's umbrella, including Mercury Capital Group and Sherman Private Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and portfolio management supported by proprietary and third-party research.

Laura Smith is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and scenario modeling to support client planning.

Patricia Whitney is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer for Variety Detroit, a charity supporting children with special needs. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mehul Mistry is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for over 15 years at Securities America Advisors, Inc. and Securities America Inc. In addition to his advisory role, Mistry has ongoing involvement with Superior Engineering Inc., where he has worked for more than three decades. He participates in a financial advisor study group composed of professionals introduced to the industry by family members and is involved with a charitable foundation established by his parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, employing firm-provided tools to construct diversified portfolios tailored to client needs.

Mark Karcher is a financial advisor with Mass Mutual Investors Services in Dearborn, MI, holding Series 63 and Series 65 registrations with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2003 and has been associated with MassMutual Life Insurance Co since 1990. Outside of his advisory role, he owns and operates the Karcher Agency Inc., focusing on life, health, dental, and vision insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Michael Thorstad is a financial advisor with Robert W. Baird & Co. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary and non-discretionary management.

Gurveer Mann is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services for seven years before joining OSAIC in 2021. Outside of his advisory role, Mann serves as the head coach for freshman boys soccer at Salem High School and Plymouth Scholars Charter Academy. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing various asset-allocation tools, third-party money managers, and supports both discretionary and non-discretionary account management.

Jennifer Herman is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2016. Prior to that, she was with LPL Financial and Wealth Management Services, LLC from 2004 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Mark Scofield II is a Series 66-registered financial advisor with Merrill, where he has worked since 2017, totaling 10 years of industry experience including prior roles at PNC Investments and PNC Bank. Outside of his advisory work, he is involved with a family investment trust and holds a minor role in a commercial property leasing partnership. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Antonio Kavouriou is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Equitable Advisors and J.P. Morgan Securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various advisory platforms and utilizes asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes.

Randa Dagher is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Susan Moore Bommarito is a financial advisor with Raymond James & Associates in Utica, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 1999 and has worked with Roney & Co. since 1992. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with specialized capabilities in public finance and municipal services.

Kenneth Fruehauf is a financial advisor with Wells Fargo Advisors in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing multiple family business ventures related to oil and gas investments and serves on an investment committee focused on wildlife preservation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by its research and planning tools, allowing clients to choose how to implement recommendations through various brokerage and advisory programs.

David Aycock is a financial advisor at UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Marcotte is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a prior tenure at Hilliard Lyons beginning in 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Brian Mell is a CFP® professional with 25 years of industry experience. He is currently with LPL Financial and has previously worked at DFCU Financial Federal Credit Union for over two decades and CUSO Financial Services, LP for 21 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Hio Rumschlag is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing 42 years of industry experience. He has been affiliated with Raymond James since 1991 and also works with John Hancock since 2014. Outside of his advisory roles, he owns and operates R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive firm research and a broad affiliate network.

Austin Carlson is a financial advisor with Ameriprise Financial Services LLC in Dearborn, MI. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2024. Prior to his advisory role, his work experience includes positions in retail and service industries and attendance at the University of North Dakota. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing investment research and algorithmic tools within a defined asset and product framework.

Sidhdharth Sheth is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services Inc. since 2008. He serves on the advisory committee of Orchard Lake Country Club, advising on financial operations, and has held board roles with Cranbrook, a private school, and Seen Magazine, a monthly social publication. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to deliver customized financial solutions.