Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following prior roles at Bank of America and Merrill in 2016–2017. UBS Financial Services 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 services, leveraging proprietary research and model-based asset allocations.

Anthony Legg is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edelman Financial Engines, he worked at Empower Financial Services and has experience in various other roles including real estate and healthcare-related positions. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Jason Newel is a financial advisor with LPL Financial based in Plymouth, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life, as well as experience outside finance in construction and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

David Engstrom is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior positions at Fifth Third Bank, Cetera, and LPL Financial. Engstrom is currently based in Novi, Michigan. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options with multi-asset model portfolios and centralized operational support.

Michael Mercer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Mark Dickinson is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America N.A. since 2014. 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. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abraham Robertson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. He previously worked at Riversource Distributors Inc. for eight years. Outside of his advisory work, he co-owns Clarity Tax Professionals, LLC, a tax preparation business, and Acres of Eden LLC, a farm operation in Fergus Falls, MN. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis to support client income strategies.

Kimberly Ybarra is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She worked at Merrill Lynch for 22 years before joining Raymond James, where she has been since 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Brady Higgins is a financial advisor at Thrivent Investment Management with a Series 66 credential. His career includes roles at Ameriprise and Viscogliosi Brothers, LLC prior to joining Thrivent. His background also includes several years in education at multiple high schools and colleges. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Eric Konopka is a financial advisor with Ameriprise in Northville, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a fireworks retail company in Michigan. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Barbieri is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and other firms. Outside of his advisory role, he is a partner in Cheers Lapeer Bar in Lapeer, Michigan. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Vianna Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting 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.

Kenneth Harb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Livonia Brownfield Redevelopment Authority, where he participates in meetings and reviews tax credit issuances for underutilized real estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Grant Sutter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. Prior to this role, he has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Hillary Ziemba is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she works closely with clients and Financial Consultants to develop personalized financial strategies that align with clients' specific goals and needs. Hillary's experience at Fidelity Investments spans multiple roles, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and Investor Center Intern in 2022. Through these positions, she has developed a comprehensive understanding of client relationship management and financial planning processes.

Michael Hudzik is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he serves as a director for the Michigan Council on Economic Education, contributing to efforts to educate teachers about economic systems and participating in organizational fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, firm research, and affiliated sub-advisers.

Jeffrey Fleischman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has been involved in petroleum distribution and pipeline terminal operations through his roles at Peerless Distributing Company and Cousins Petroleum, Inc. Fleischman serves as a secretary for several senior housing and aging services nonprofit organizations in the Detroit area. Cetera Investment Advisers LLC provides a range of financial services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party investment options across discretionary and non-discretionary program structures.

Mark Holowicki is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Since beginning his career in 1988, he has guided affluent families, professionals, and business owners through multiple market cycles by delivering personalized, goals-based wealth management strategies. Mark collaborates closely with clients to define their financial priorities and creates tailored plans that address their unique circumstances and stages of life. His areas of focus include college education planning, executive compensation, family wealth management, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, and personal retirement planning. Mark holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Michigan University and a Master's Degree from Wayne State University. Outside of his professional work, Mark is involved with community organizations such as the Salvation Army, Purple Heart, United Way, Detroit Catholic Central, and the Boys and Girls Clubs of Southeast Michigan. His personal interests include biking, golfing, and yoga.

Carl Meyers is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Raymond James & Associates since 1999 and previously worked at Focus Credit Union from 2016 to 2019. Outside of his advisory role, Meyers serves on the University of Michigan Board of Regents. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.