Joann Weingartz is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a personal representative and executor for a family 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marilyn Woodman is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1985, she has developed extensive experience in retirement and investment planning, guiding clients through a comprehensive process that includes evaluating current financial situations, setting goals, assessing risk tolerance, and creating personalized strategies to support their long-term lifestyle objectives. Marilyn is licensed in insurance and can offer clients access to a full range of insurance and annuity products when appropriate. Her client focus areas include college education planning, divorce transition planning, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Marilyn holds a Bachelor's degree in Business from Michigan State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Marilyn is actively involved in her community through volunteering and maintains a strong personal commitment to her family. She resides in Canton with her husband, Ken, and dedicates much of her time outside of work to supporting her three grown children and six grandchildren. Her personal interests include cooking, swimming, traveling, and spending time with family.

Michael Justin is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at LPL Financial in Troy, MI, where he has worked since 2009. He operates a DBA, Stratmore Financial Group, as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a broad range of financial planning, asset management, and retirement solutions through a large network of investment adviser representatives.

Sean Lehman is a financial advisor with Charles Schwab & Co., Inc. in Detroit, Michigan, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Griffin Claw Brewing Company and the United States Postal Service. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and uses multi-asset model portfolios supported by extensive research and due diligence.

Jordan Hewitt is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Hewitt worked at PwC Consulting Australia for four years and held roles at the Department of Treasury and Finance in South Australia as well as the University of Michigan. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery conversations and firm-approved tools to model outcomes without offering individual security recommendations in standalone plans.

Kristine Koerber is a financial advisor with UBS Financial Services in Birmingham, MI. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including prior work at AB Bernstein from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.

Christian Allen is a CFP® and Series 66-registered financial advisor with Raymond James & Associates, bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2019 before joining Raymond James & Associates. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

George Alami is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Wipfli LLP and Verbio North America. Outside of his advisory role, he is involved with Noho Hospitality. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jamie Gibson is a CFP® professional with 30 years of industry experience, currently advising at Raymond James Financial in Troy, MI. He is owner and CEO of several businesses including 401MAX, Inc. and Gibson & Company, Inc., and also provides paralegal services focused on estate planning. Gibson’s background includes roles at multiple related entities since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and provides specialized municipal and employer advisory services.

Carrie Barr is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2006. Outside of her advisory role, she owns and operates Churchyard Bodywork LLC, a massage therapy business in Oak Park, MI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Kimberly Gillen is a Series 66-credentialed financial advisor with UBS Financial Services in Troy, Michigan, where she has worked since 2013. She has 11 years of industry experience. Outside of her advisory role, she is a proprietor involved in managing rental properties through The Hobo Group, LLC and K2 Properties, LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored client strategies.

Ryan Mc Callum is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Baird since 2018 and previously held positions at Oakland University and PASS Charters. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. Baird offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Lindsey Philipp is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked in various roles including positions at JPMorgan Chase Bank and BeautyCounter. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers a range of services supported by affiliated investment-management entities.

Erik Bloomfield is a financial advisor with OSAIC based in Dearborn, MI, holding the ChFC® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including prior roles at Advisor Group, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Thrivent Investment Management. Outside of his advisory work, Bloomfield manages a business that facilitates NICS background checks for firearm purchases and provides consulting on shareholder buyouts for small privately held businesses. OSAIC serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation, portfolio optimization, and various managed account options supported by proprietary tools and third-party managers.

Adam Brown is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2018 and previously was employed at Verizon Wireless. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michael Maher is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at LPL Financial since 2018 and previously at Signator Investors, Inc. He is also involved with Maher Asset Management and Maher Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, incorporating both proprietary research and third-party strategies.

Torrey Myrick is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Torrey worked at Schechter Wealth for three years and held various roles at Target, Home Depot, and Gordon Food Service. 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 diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Akinwale Adebayo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for eight years before joining J.P. Morgan Securities in 2025. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Randi Levy is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.