Richard Truxall is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Invest Financial Corp. In addition to his advisory work, he offers fixed and indexed annuities as well as long-term care and traditional life insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jason Sherman is a CFP® professional with 22 years of experience in the financial services industry, all with LPL Financial in Southfield, MI. He holds Series 63 and Series 66 licenses and has additional involvement in tax preparation services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kayla Jordan is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and Firstmerit Bank/Huntington Bank. Jordan also serves as a client services and new business manager for another advisor within her firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party investment solutions to construct diversified portfolios.

Jeffrey Buursma is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019. Prior to his advisory career, he worked for Northlight Nannies for seven years. He serves on the Board of Directors for Camp Roger in Rockford, Michigan. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations.

Jenna Peth is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Merrill since 2014 and Bank of America, N.A. since 2016. 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, and institutional accounts.

Whitney Bonaquist is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2018, Whitney worked at Dynamic Metals Group and Great Lakes Woodworking. Outside of finance, Whitney owns and operates Elevate New Hudson, an online retail business focused on art and culture merchandise. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm employs structured planning tools and offers access to various investment products and private funds through its extensive platform.

George Al Ghishan is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career at J.P. Morgan entities has spanned from 2015 to the present. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

David Logan II is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has prior work experience at Cohen & Company and in various other roles outside finance. In addition to his advisory work, he serves as a part-time in-game statistics crew member for the Detroit Pistons and is a proprietor of GoST Entertainment, a music publishing business. He is also a member of the Finance Committee at the Detroit Athletic Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

Jon Vigi is a financial advisor at UBS Financial Services in Troy, MI, with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Vigi serves on the Putnam Advisory Council, a group focused on providing feedback and ideas to shape the future of the financial advisory business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including proprietary research and affiliated lending programs.

Craig Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial objectives and develops personalized investment strategies to help pursue their goals. He also provides access to Bank of America's banking and lending services. Craig holds a Bachelor's Degree from the University of Michigan System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to inform financial planning and investment decisions.

Jennifer Rumschlag Mejia is a CFP®-certified financial advisor with 19 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2017 and has worked at Raymond James Financial Services, Inc. since 1997. In addition to her role at Raymond James, she is a partner at R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in public finance and SIMPLE IRA employer advisory services.

Andrew Boyd is a CFP®-certified financial advisor with Edward Jones in Northville, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Kellog Catering and Domino’s Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tara Huntzicker is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2000, joining UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of products and research-based investment strategies.

Brett Bujdos is a Financial Advisor with Merrill Lynch Wealth Management, specializing in supporting individuals and families through life's significant financial transitions. He focuses on areas including college education planning, personal retirement planning, and tax minimization. Brett collaborates closely with attorneys, accountants, and other specialists to provide clear guidance and bring alignment to the financial planning process. Brett holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Michigan State University and also attended The Catholic University of America. His approach centers on building trusted relationships and serving as a resource and advocate to help clients make informed decisions with confidence. Outside of his professional work, Brett is involved in his community through participation in organizations such as the 3rd Decade and the Berkley High School Baseball Program. His personal interests include baseball, golfing, reading, traveling, and yoga.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously with Professional Home Solutions from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

Justin Thomas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with J.P. Morgan Securities since 2017 and has also worked at JPMorgan Chase Bank, N.A. since 2014. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Parker Nowak is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Raymond James Financial Services, and Hantz Financial Services. Prior to his financial career, he held roles in logistics, imaging, lawn care, and golf club services. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports a wide advisor network with specialized services in municipal and public finance as well as employer advisory programs.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Keller Williams Realty. In addition to his advisory role, he assists another investment executive with business operations and client services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and supports various account management options and legacy platform transitions.

Vincent Delicata is a Certified Financial Planner (CFP®) with ten years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019, and previously held roles at One To One, LLC and TFO TDC, LLC. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm employs collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs.

Gino Weaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.