Margaret Beeler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Raymond James and Associates and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She serves as co-trustee for a family trust and assists with related fiduciary responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kaiako Kaaumoana is a Series 66 licensed financial advisor with UBS Financial Services, based in Farmington Hills, MI. He has three years of industry experience, including prior work at Intel Corporation and service in the Oregon Army National Guard. Kaiako has been with UBS since 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Connor Travis is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, working in various roles including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, Connor worked as a Financial Consultant at Equitable Advisors AXA Advisors from 2018 to 2021. Throughout his career, Connor has focused on collaborating with families to address their unique financial goals, needs, and dreams. He emphasizes a holistic approach that aims to ensure confidence and comfort throughout the financial planning process. Connor values the meaningful responsibility of assisting families in pursuing lifelong dreams. No additional information about his education, credentials, personal interests, or community involvement was provided.

Michael Kernya is a financial advisor at Morgan Stanley with 20 years of industry experience. He previously worked at Merrill, J.P. Morgan Chase Bank, NA, and J.P. Morgan Securities. Kernya holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, with an emphasis on advisory services that do not include individual security recommendations as part of standalone plans.

Eric Metzger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities and was involved with the Novi Ice Dragons from 2018 to 2020. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets. The firm combines research from internal and third-party sources to deliver diversified investment solutions and offers a broad range of financial products through its affiliates.

Joseph Lesner is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include 18 years at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Frank Griffo is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Timothy Ely is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he assists with accounting records for his wife's dental practice. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate modeling techniques such as Monte Carlo simulations.

Sarah Horn is a Series 66-licensed financial advisor with Raymond James & Associates in Bloomfield Hills, MI. She has six years of industry experience, including her current role at Raymond James since 2019 and previous work at Shades Optical and Jartll Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jason Arbetter is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he worked at Securities America Advisors and Securities America Inc., with a combined tenure from 2010 to 2019. Outside of his advisory work, he serves as Treasurer for the Bend Paddle Trail Alliance, a nature society. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based solutions.

Tari Saylor is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1983. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Thomas Bellos II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Bellos is involved with the nonprofit organization Empty Bowls Detroit, participating in planning and event preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Troy Yaldoo is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, tax-management strategies, and municipal advisory services, supported by internal research and the use of artificial intelligence in client advice.

Sarah Riedel is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Her early career includes multiple roles at the University of Michigan and positions in financial services and law firms. 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 and profit-sharing plans, corporations, and charitable organizations.

Linton Banwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. His prior roles include positions at National Planning Corporation and General American, and he has been involved with North American Pension Services LLC since 1970. Outside of advising, he operates North American Pension Services as a sole proprietor administering retirement plans and serves as a licensed real estate agent for his own purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Strong is a financial advisor at UBS Financial Services in Troy, MI, holding a Series 66 designation and possessing 20 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

James Cross is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages conflicts when providing fee-based advisory services.

Robert Krut is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked in various capacities at Wells Fargo entities since 2015. Outside of advising, he serves as a co-trustee of a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Tricia Fitzsimons is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.