Scott Bennett is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations. Bennett has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. His earlier experience includes roles at Citigroup Global Markets and KeyBanc Capital Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured tools and research, managing approximately $2.74 trillion in client assets.

Gayle Good is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at LPL Financial/Michael Dagher, LLC for five years and was employed at a medical office for twelve years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings that include financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Justin Mulholland is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, Osaic FA, Inc., and Everhart Advisors. He owns Justin Mulholland Financial Services, a non-investment related business entity. 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 and access to model portfolios, third-party asset management, and institutional platforms.

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.

Mya Kilgore is a financial advisor at Merrill with a Series 66 designation and over three years of experience at the firm. Her prior work history includes roles at Bank of America, FCA Fiat Chrysler, Trinity Health, Credit Acceptance, and Paycor. She is also affiliated with Strayer University. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Allison Brooks is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and the use of systematic methodologies and AI in its investment process.

Kyle Ciotti is a financial advisor at Fidelity with Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at various financial firms such as Experior Financial Group and The Leaders Group, as well as work in diverse fields including fine arts and tree care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including specialized fund advisory and model portfolio delivery.

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.

Angelica Kennedy is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, NA since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Pisarczyk is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Pisarczyk serves as a trustee and co-trustee for multiple trusts in Midland, Michigan, and Chicago, Illinois. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

Jason Bockrath is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at A. G. Edwards & Sons, Inc. and Natcity Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment decisions.

Michael Claus is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at CUSO Financial Services, DFCU Financial, and Eastern Michigan University. He has also been involved with the Saline District Library and spent sixteen years at Adrian College. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.