Jason Lira is a financial advisor with LPL Financial in Canton, MI, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and also operates Schultz & Associates, PLC, providing tax preparation and accounting services in addition to investment-related work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options.

Parker Piwinski is a financial advisor with UBS Financial Services in Detroit, MI, holding a Series 66 designation and approximately one year of experience in the industry. His prior roles include positions at Morgan Stanley and United Wholesale Mortgage. Outside of finance, he has experience working at Orchards Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from its global teams to tailor financial plans. The firm distinguishes itself by integrating institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.

Karl Heusinkveld is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., COMERICA BANK, and Jackson Dawson. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jaue Hwa Huang is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1991 and serves a diverse client base that includes national and global companies, small and medium-sized businesses, and individual clients. Her approach to wealth management focuses on understanding each client's personal goals through attentive listening and developing comprehensive strategies tailored to their objectives. Utilizing investment insights from Merrill and the banking services of Bank of America, she addresses multiple facets of clients' financial lives, specializing in areas such as personal retirement planning, portfolio management, and retirement income. Jaue Hwa holds a Bachelor of Science degree from Clemson University, a Master of Science from Rutgers University, and a Master of Arts from Central Michigan University. She maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Chinese, she participates actively in her community. She serves on the boards of the Dearborn Symphony Orchestra and the Salvation Army Metro Detroit Advisory Board, reflecting her commitment to community involvement. Outside of her professional work, Jaue Hwa enjoys music, traveling, and spending time with her family. Her philosophy centers on collaborating closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Daniel Wirtanen Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Jonathan Lybeck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 12 years before joining LPL Financial in 2022. Outside of advising, he is involved in photography through his business, Jon Lybeck Photography, and is a partner in 7North Studios, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Teddie Eisenberg is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Eisenberg worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and demographics. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anne Schimmel Beck is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at Avantax Advisory Services and Cetera Wealth Services. Outside of advising, she teaches yoga classes and serves as president of the Reach Out Children's Fund, a nonprofit focused on improving conditions for children in Peru. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to various model portfolios and research.

Pamela Leist is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her work history includes roles at Matheson Heating & Air Conditioning and Master Craft Carpets, Inc. Outside of financial advising, she is involved with Help Me Carry, LLC, providing firearms training in White Lake, MI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

Shane Wummel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at SGW Holdings, LLC. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Case is a Certified Financial Planner® with 36 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities Corp and National Planning Corporation. Outside of his advisory work, he owns a digital marketing company and leads ReallyMake, a digital asset app development business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Lori Wilson is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at Snider Financial and Freedman & Goldberg, CPA's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved tools.

Peter Nielsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth families to help them avoid unnecessary taxes and take defined risks, ensuring personalized financial strategies without delegation to associates. His expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter manages discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Peter holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Bloomfield Hills Andover High School. Outside of his professional role, Peter enjoys dancing, singing, and spending time with his family.

Bryan Foster is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gabrielle Mccarthy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Prior to this, she was involved with 105AD LLC and BDM Contractors, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. Their approach incorporates an ESG eligibility framework and focuses on non-discretionary advice, with clients retaining final decision-making authority.

David McMillin is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios and Ambassador Advisors, LLC. Outside of his advisory role, he serves as a church elder at Grace Church of Taylor. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a variety of investment options across discretionary and non-discretionary accounts.

Thomas Klippstein is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. He is based in Grosse Pointe Farms, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Donald Nurkala III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment planning and advice to corporate executives, entrepreneurs, and affluent families. Donald is a qualified Portfolio Manager who builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis through the firm's Investment Advisory Program when applicable. Donald joined Merrill Lynch in 2000. He holds a master's degree from Wayne State University and a bachelor's degree from Michigan Technological University. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. In addition to his advisory role, he serves as a board member for the Huron Valley Chamber of Commerce and is a Graduate of Leadership Oakland.

Ronald Stempin is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience advising individuals, families, businesses, and non-profit organizations. He works with clients nationwide, with a primary focus in the Metro Detroit area. Ron takes a personalized approach to client relationships, customizing strategies by leveraging the firm's resources to meet unique financial goals across various market cycles. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits, among others. Ron has held leadership roles such as Sales Manager for the Merrill Detroit Metro Complex and employs a variety of investment approaches to tailor advice. Ron earned a Bachelor of Arts in Economics with a Minor in Business Administration from the University of Michigan-Dearborn, where he also played college basketball. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved in his community as a basketball coach and participates in activities including baseball, basketball, boating, football, golfing, running, and spending time with his family. Ron and his wife Rhoda reside in Harrison Township with their three children.