Brandon Mattinen is a financial advisor with J.P. Morgan Securities in Clarkston, MI, holding a Series 66 designation and eight years of industry experience. He has previously worked at Bank of America/Merrill Lynch and JPMorgan Chase Bank. Outside of his advisory role, he creates motivational content on TikTok focused on life and personal growth. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Edward Sudzina is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2001 and is also involved with the organization Band of Brothers. Outside his advisory role, he is a partner and CEO of Kitty Properties LLC, a non-investment related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jillian Gallozi is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. She has previously worked at Morgan Stanley and Ameriprise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ahmed Siaje is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he serves as Vice-Chairman of the Board for United Way of Southeastern Michigan and is active on several other nonprofit boards in the Detroit area, including the Detroit Economic Club, Business Leaders for Michigan, the Detroit Regional Chamber, and the Detroit Institute of Arts. 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 strategies to individuals, high-net-worth clients, and various institutional investors.

Rosalie Evans is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Merrill since 2000. 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.

Sean Hetherton is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Maxwell Hunt is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding Series 65 and Series 66 licenses with one year of industry experience. His prior roles include positions at Victory Capital Management, Schechter Investment Advisors, Hunt Capital Management LLC, and Neuberger Berman Group LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Chukwuma Ehiwogwu is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 11 years of industry experience. He worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Alltop is a financial advisor at Ameriprise in Grosse Pointe, MI, holding a Series 66 designation with six years of industry experience. Prior to joining Ameriprise in 2021, he worked at Royal Alliance and Michigan Financial Companies. He also serves as a financial planning analyst for Ameriprise advisors, building financial plans using client data and modeling software. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors.

Geoffrey Centner is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Joseph Serra is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors, LLC, where he worked for 20 years before the firm’s rebranding. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match them with suitable investment programs, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Terry George is a financial advisor with Wells Fargo Clearing in Troy, MI, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a trustee for his mother. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

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.

Abby Guest is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, she held positions at several firms including Applied Systems and Jackson National Life Insurance Company. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third‑party databases.

Melvin Rutkoske is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and having 39 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he teaches biblical entrepreneurship classes through Nehemiah Project International Ministries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Paul Zajciw is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes 28 years at Comerica Securities and three years at Ameriprise before joining Raymond James. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

Ronald Walton is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ridgedale Financial Advisors since 2012. Outside of his advisory role, he operates Ronald Walton Doterra Oils, a business focused on selling and organizing sales of pure therapeutic oils. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Matthew Boley is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, Bank of America, Merrill, and Citizens Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

Joan Boncher is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley. Joan also manages a personal revocable living trust established to oversee and protect trust property for the benefit of its beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.