De Andre Bell is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Infinex Investments, Flagstar Bank, and Citizens Securities. Outside of his advisory work, he owns a lawn maintenance business and performs as a percussion musician at Macedonia Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and alternative investments within a highly integrated operational structure.

Christopher Lowry is a CFP® with 18 years of experience in financial advising. He has worked with Osaic since 2018 and spent the previous 10 years at Signator Investors Inc. He is also a director at Retirement Strategies of Michigan, a retail securities and insurance advisory business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with a range of portfolio management options and supports various client types from individual investors to corporate and charitable organizations.

Vanessa Thomas is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service utilizes investment research and algorithmic tools to provide clients with written recommendations and ongoing advice.

Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeff Probst is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory work, he was involved with Beach House Apartments LLC for a year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Zakary Keasey is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley in 2019, he worked at Canaccord Genuity from 2013 to 2017 and had brief roles at Amazon and Lowes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Richard Gilbertson is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party program sponsors to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, she worked with Securities America Advisors and Securities America, Inc. from 2016 to 2024. Outside of her advisory work, she occasionally sells life insurance policies and assists clients with related applications and documentation. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Samantha White is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and previously worked at UWM for one year and Chili’s for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Michael Kautz is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds the ChFC® designation and Series 63 license and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. 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 provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and maintains several outside business activities, including ownership of a motorsport parts design and retail company, a handmade writing utensils business, and a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Jonathan Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at Edward Jones from 2016 to 2019. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Michael Schlegel is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to his current role since 2019, he worked at Waddell & Reed, Inc., J.P. Morgan Securities, and Chase Investment Services Corp. He is also involved with Retirement & Wealth Strategies, operating under the RWS Financial Group. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various proprietary and third-party platforms.

Ronald Munson Jr. is a financial advisor with Raymond James Financial in Southfield, MI, holding a Series 66 credential and entering his first year in the industry. His prior experience includes 28 years at Ford Motor Credit Company and a brief tenure at LPL Enterprise LLC. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports municipal and public-finance advisory work through a unique affiliation.

Lisa Weller is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was affiliated with Emory University’s School of Business and held a position with the State of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Phil Andrews II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the author of "Sally and Sam Squirrel." LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Kimberly Dwyer is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of her advisory role, she is the owner of FLEX POINT DANCE, LLC, a competitive and recreational dance studio, though she has no active role in its operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering services as one-time or ongoing engagements without discretionary trading authority.

Consuelo Wicks Reiter is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 and Series 63 licenses. Her prior work includes roles at Inverness Securities LLC, Ancora Advisors, The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through varied advisory and broker-dealer services.

Scott Martin is a financial advisor at Edward Jones in Royal Oak, MI. He holds the Series 66 designation and began his advisory career at Edward Jones in 2026. Prior to this, he worked in various roles including with the American Forest Foundation and Menasha Packaging Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.