Angelique Ames is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. She has worked with Morgan Stanley & Co., Incorporated since 2007, including its Smith Barney division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee-reviewed investment models as part of its financial planning process.

Jennifer Hunter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. Her career includes prior roles at Vision Capital Partners, Triad Advisors, Inc., Corecap Advisors, and multiple positions within Raymond James firms. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations, often working in an advisory and implementation-support capacity.

Cameron Slicker is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. He previously worked at LPL Financial LLC and has a background including roles at MAHLE Behr USA and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Rob Martinez is a Financial Consultant at Fidelity Brokerage Services, LLC, where he assists individuals and families in pursuing their financial freedom through an individualized planning process. His work focuses on helping clients accumulate and protect their wealth by implementing sound investment strategies. Prior to his current role, Rob served as an Investment Consultant at Fidelity Brokerage Services from 2022 to 2024 and as a Financial Consultant at Equitable from 2021 to 2022. Rob's professional experience spans various aspects of financial consulting and investment advising, emphasizing personalized financial planning and wealth management. Outside of his professional pursuits, he engages in activities such as baseball, bowling, fitness, and golf.

Mason Gorris is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also involved in educational activities, serving as a public speaker and presenter for investment-related seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from LPL Research and third-party subadvisors, and a variety of portfolio management options.

Terry Roth is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, with a focus that includes municipal clients and institutional fiduciary solutions.

Ann Maile is a financial advisor at UBS Financial Services with 45 years of industry experience. She has been with UBS since 1989. Maile holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Husak II is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior positions include roles at OSAIC, FSC Securities Corp, and Next Financial Group Inc. He serves as treasurer of Feline Fund, a 501(c)(3) charity focused on supporting medical costs for feral cats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Mark Sutherland is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked for Ameriprise Financial Services, Inc. from 2011 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Joseph Janca is a financial advisor with Raymond James Financial in East Lansing, MI, holding a Series 66 designation and eight years of industry experience. He has been associated with Ballard Wealth Group and various Raymond James entities since 2017. His prior experience includes roles with the Michigan State Spartan Fund and Michigan State University. 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 focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to provide tailored recommendations.

Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

Sean Cooney is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James & Associates since 1999. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She focuses on serving multi-generational, high net worth families and business owners, helping clients pursue personal goals such as college education planning, retirement strategy, legacy planning, and wealth management. Angela has over 16 years of experience in the financial services industry, having joined Merrill in 2007. She follows a disciplined process that involves understanding each client's specific needs and priorities, emphasizing open communication and family engagement in financial decision-making. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) credential. She has an Associates in Business from Henry Ford College. Outside of her professional role, Angela is active in her community and volunteers with several organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to foster positive change in conflict-affected areas. Her personal interests include cooking, genealogy, music, and photography.

Robert Grabiel is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has 13 years of industry experience, having worked with Mass Mutual Investors Services and Lau & Lau Associates since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative, annual engagements.

Eugene Valentine is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. Based in the Dearborn, Michigan office, he assists individuals, corporate executives, endowments, foundations, and non-profits with strategies related to investment management, tax minimization, retirement income, and philanthropic planning. His approach emphasizes aligning financial planning with clients’ personal goals, including education funding, retirement lifestyle security, and long-term family objectives. Gene holds both a bachelor's and a master's degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. Throughout his 38-year career, he has focused on simplifying complex investment concepts to help clients effectively manage their wealth. Outside of his professional role, Gene is active in charitable work, including seven years of involvement with the Ovarian Cancer Research Fund. He resides in Bloomfield Village, Michigan, and is a father of four children. His personal interests include cooking, music, and traveling.

Devin Muylle is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles in retail and hospitality sectors such as Great Lakes Wine & Spirits and Rustic Chic Boutique. In addition to his advisory work, he is involved in the sale of home security and automation products through a co-located affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides custodial and trade execution services through Pershing.

Nick Nabors is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with clients to help them make financial decisions based on their priorities through a comprehensive financial planning approach that addresses long-term goals and identifies potential pitfalls. Nick has been with Fidelity Investments since 2018, serving in various positions including Wealth Planner, Financial Consultant, Investment Consultant, and Financial Representative. Prior to that, he was a Financial Advisor at Thrivent Financial from 2009 to 2017 and briefly held a position as an Internal Wholesaler at Raymond James in 2018. He holds a California Insurance License. Outside of his professional career, Nick's personal interests include family activities, fitness, golf, reading, running, and soccer.

Kenneth Mosher is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and 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.

Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

Sarah Markeson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her professional background includes roles at JPMorgan Chase Bank, Ganz Group Inc, and other firms across several sectors. 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. The firm operates within the broader J.P. Morgan organization and offers a range of approved funds and strategies on a non-discretionary basis.