Erin Chevrette is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at General Motors for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Margaret Moore is a CFP® with 35 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Robert Baird & Co. She is co-trustee of both her father's and mother's trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with portfolio theory principles to guide its investment options.

Kimberly Gagne is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 12 years of industry experience. She has worked at Raymond James since 2016 and has also held roles at New World Financial and Center Street Wealth Strategies. Outside of advisory work, she serves as an independent contractor providing client service and paraplanning support at New World Financial. 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 implementation through its advisory programs or other providers.

Matthew O'Brien is a financial advisor with Edward Jones in Farmington, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at MacLean Fogg and Master Automatic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

Lindsay Smith is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Osaic and previously worked for Jackson National Life Distributors LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of advisory and brokerage services supported by a model-based investment process and a large multi-advisor platform.

Adam Szerlag is a Planning Consultant who helps clients understand their finances and make educated financial decisions about their future. He has held various roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. His professional experience spans multiple aspects of financial advising and client relationship management. Adam's personal interests include baseball, fitness, football, golf, outdoor adventures, and traveling.

Robert Bradley is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of his advisory role, Bradley manages SSRB Group LLC, a real estate buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Rachel Freyre is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Northville, MI, and has five years of industry experience. Her prior roles include positions at Wells Fargo Bank, Key Bank, and a background in higher education. Outside of her advisory work, she has experience as a property owner and manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated services.

Angela Braswell is a financial advisor with Primerica Advisors in Southfield, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Ethan Warren is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following positions at Wells Fargo, Action Packaging, and Enterprise Rent A Car. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a mix of separately managed account strategies and internal research tools.

Austin Mallery is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. He has held positions at Secure Financial Corp, Ventura Oaks Ventures, and UTR Management. In addition to his advisory role, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Reagan Hamilton is a financial advisor at OSAIC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., Securities America Advisors, and The Firm Advisors. He also works as an independent contractor providing fixed insurance referrals and serves as a financial consultant involved in sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Michelle Hugmeyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria in its recommendations.

Sara Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been involved in the financial services industry since 2005 and joined Merrill in 2011. Sara focuses on helping high net worth families, executives, and business owners from diverse industries to develop and implement personalized financial plans to preserve and grow wealth. Her team works to relieve the stress of managing financial life so families can concentrate on their priorities. She has a particular focus on assisting women through life transitions such as business sales, career changes, divorce, or the death of a loved one. Sara holds a Bachelor's degree from the University of Michigan Ross School of Business, an MBA, and a Master of Science in Finance from Walsh College. She holds several professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Planning Counselor™, Certified Divorce Financial Analyst®, Chartered Advisor in Philanthropy®, and Certified Sustainable Responsible and Impact Investment Counselor™. Throughout her career, Sara has been recognized by industry publications, including appearing on Working Mother/SHOOK Research’s "Top Wealth Advisor Moms" list in 2021 and Forbes' "Top Women Wealth Advisors - Best in State" lists in 2021 and 2025. Sara resides in Ann Arbor, Michigan with her husband and three children. She and her family enjoy sports, travel, and are active in their local community. She is involved with organizations such as the Community Action Network, Food Gatherers, and Michigan Foster Care Closet. Sara's personal interests include adventure sports such as boating, camping, fishing, golfing, hiking, rock climbing, and traveling.

David Roberge is a financial advisor with Merrill based in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Merrill since 1983 and with Bank of America since 2009. He serves as an officer on the board of the Milford Heritage Hill Association, a homeowners association. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victor Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp and NYLIFE Securities LLC. Outside of financial services, he was involved with Aqua Tots Swim Schools for four years. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Thomas Valade III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Orchards Architectural Review Committee, a neighborhood committee that reviews exterior modification plans. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income recommendation reports and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Jessica Ping Hausman is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2014 to 2020. Outside of her advisory role, she is involved as a partner at Panorama Risk & Insurance Solutions and has served as a Washtenaw County Commissioner from 2006 to 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bridget Bergeron is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2008. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Travis Childs Melton is a financial advisor at Merrill with a Series 66 designation and experience spanning roles at Merrill Lynch, Comerica Bank, Banner Bank, and Wells Fargo Bank. He has been with Merrill since 2021. 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, pension plans, corporations, and charitable organizations.