Alex Nader is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Ameriprise Financial Services, LLC, Comerica Securities, Inc., and Jag Trading, LLC. Outside of his role at Morgan Stanley, he manages an advisory business through Comerica Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.

William Burke is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and Lebenthal Wealth Advisors, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and serves clients through a combination of brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Jason Drumheller is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Morgan Stanley and its private bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and the Global Investment Committee’s analyses.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has worked at LPL Financial since 2021 and previously at Travis Smith and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives offering diverse financial planning and investment management solutions.

Chaunceey Johnson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, Johnson worked at Thrivent Investment Management, J.P. Morgan Securities, and Apple. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is noted for its formal advisory roles with registered investment companies and its use of AI and algorithmic methods in portfolio management.

Jenna Peth is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been associated with Merrill since 2014 and Bank of America, N.A. since 2016. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Bookmyer is a Series 66-credentialed financial advisor with six years at RBC Capital Markets and a total of 18 years in the industry, including 12 years at Stonebridge Financial Partners. She is based in Bloomfield Hills, MI. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies utilizing both in-house and third-party managers.

Richard Clemens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Key Investment Services, Charles Schwab Co., Inc., and Fifth Third Bank. Outside of finance, he owns an LLC intended for selling carpentry products he designs. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Tanner is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to develop model asset allocations.

Kelly Kwiatkowski is a financial advisor at Morgan Stanley in Birmingham, MI, with 13 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.

Jon Vigi is a Series 66-licensed financial advisor with UBS Financial Services in Birmingham, MI, where he has worked since 2015, accumulating 11 years of industry experience. He serves on the Putnam Advisory Council, participating in a group focused on shaping the future of financial advisory through collaboration with industry leaders and advisors. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Theodora Obilo is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has more than fifteen years of experience in the financial industry, with her career including a ten-year tenure at JPMorgan in private wealth management. Theo holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Chartered SRI Counselor (CSRIC) designation, focusing on socially responsible and ESG investing strategies. Theo earned both her Bachelor of Business Administration and Master of Finance degrees from Walsh College of Accountancy and Business. Her expertise encompasses a range of client focus areas including college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. Outside of her professional role, Theo resides in South Lyon, Michigan with her husband and twin daughters. She is involved in several community organizations such as the Children's Foundation, Habitat for Humanity, Red Cross, and Susan G Komen. Theo and her family enjoy traveling, staying active, and exploring different cultures together.

Jeffrey Hamilton is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Flagstar Bank, Bank of America, Merrill, and JPMorgan Securities. He is also involved with Flagstar Wealth Services as part of his other business activities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Morgan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Warner held positions at CWM Private Wealth, Commonwealth Financial Network, Center for Wealth Management, Raymond James & Associates Inc., Plante Moran, and other firms. Outside of finance, Warner has experience with Eastside Tennis and Fitness. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Jason Ciaramitaro is a Series 66-registered financial advisor with 20 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans as an agent providing group insurance and welfare benefits and owns a consulting business, Taro Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to advisory models and third-party asset managers, providing a range of investment options and fiduciary services.

Jay Howard is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, with prior roles at Edward Jones, Merrill, Fifth Third Bank, and J.P. Morgan Securities. Outside of his advisory work, he serves as a Trusted Advisor for Vistage Michigan, advising CEOs and business leaders without compensation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice tailored to clients approaching or in retirement.

Edward Eshleman is a financial advisor with Ameriprise in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he works part-time as a coach at Aerial Express Gymnastics and Dance, a small business providing training in gymnastics and dance. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Parker Millington is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at DTE Energy and PricewaterhouseCoopers LLP. 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 integrates quantitative and qualitative research and incorporates an ESG eligibility framework in building model asset allocations.

Cole Chewins is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Clarkston Capital Partners, Betcar Accounting Inc., and Q2 Strategies LLC, as well as academic positions at Michigan State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research methods.