Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities across multiple periods since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joseph Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2000. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through multiple third-party asset managers, operating a hybrid advisory and brokerage model with a focus on tailored client intake and program placement.

Terry George is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Carlyle Wimberly is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Primerica Financial Services. Outside of his advisory work, he owns Wimcar Preferred Solutions, LLC, which specializes in preparing clients for professional qualifying examinations administered by regulatory bodies such as FINRA and NASAA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios and third-party asset management, and a platform integrating adviser programs with other financial products, including insurance.

Colin Haffey is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His background includes roles at Morgan Stanley Private Bank, N.A., where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Pietro Maniaci is a financial advisor with Merrill in Grosse Pointe Woods, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory work, Maniaci is developing a handheld device designed to assist users with nasal mucus removal, for which he plans to establish an LLC and manage all related operations. 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, and institutional investors.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Melvin Rutkoske is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he teaches biblical entrepreneurship classes through Nehemiah Project International Ministries. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and research.

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.

Jonathan Quigley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan entities since 2015 and is involved in entrepreneurial ventures, including ownership of Prolific Industries, LLC, which sells books and t-shirts, and partial ownership of CQ Items, LLC, a housewares business operating on Amazon. J.P. Morgan Securities 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 and investment management capabilities.

Kelly Green is a financial advisor at Morgan Stanley with 12 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated private bank since 2013. Outside of advisory work, Green is a partner in Major Management Holdings, LLC, a strategy and marketing consultancy, and serves on the investment committees of the Milbank Memorial Fund and the McGregor Fund as well as the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lau Ryn Williams is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. Williams has 16 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. Outside of advisory work, Williams serves as President of the Board for the NBMBAA Detroit Chapter and is involved in several business ventures including development of decision-making software and affordable housing projects. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Stephen Neirinck is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation services through U.S. Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model 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.

Chene Wainwright is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Wainwright worked in various roles including at Encore Commercial Products and Paradise Park. Outside of advisory work, Wainwright operates a sole proprietorship in baking. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent tenure with AXA Advisors, LLC through 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michelle Thelen is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. 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, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Craig Kohler is a financial advisor with Wells Fargo Advisors in St. Clair Shores, MI, holding Series 63 and Series 66 registrations and 32 years of industry experience. He has worked within Wells Fargo firms since 2009. Kohler operates a sole proprietorship focusing on financial advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kelly Kwiatkowski is a financial advisor at Morgan Stanley in Birmingham, MI, with 13 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. 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 methodologies such as Monte Carlo simulations to support its financial planning process.

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.