Katelyn Spence is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and has a background that includes roles at Matador Farms LLC, Hillside Farms LLC, and the University of Alabama. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Bachira Murray is a financial advisor with J.P. Morgan Securities holding a Series 66 credential and six years of industry experience. She has worked at J.P. Morgan Securities since 2020 and Jpmorgan Chase Bank since 2019. Outside of her advisory role, she is a partner in a catering business and co-owns a residential rental property listed on Airbnb. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates both quantitative and qualitative research, with an emphasis on model asset allocations and an ESG eligibility framework.

Yvonne Carver is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2019 and previously worked at UBS Financial Services from 2013 to 2019. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Zakhele Dhlamini is a financial advisor with Merrill in Troy, MI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Bank of America, N.A. and PNC Bank, where he worked from 2013 to 2017 before joining Merrill in 2017. 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, pension plans, corporations, and charitable organizations.

Matthew Gross is a financial advisor at LPL Financial in Rochester, MI, with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Mt. Chalet. Gross is also involved with AQuest Wealth Strategies as an investment representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Amber Griffin is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2021, following five years at Ameriprise Financial Services Inc. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Hornblower is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. 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 and offers a range of capital markets and research resources to tailor strategies to clients’ goals and risk tolerances.

Matthew Davis is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. He holds Series 63, 65, and 66 licenses and is based in Troy, Michigan. In addition to his advisory role, Davis sells fixed insurance products. 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. The firm offers a range of financial planning services, model portfolio programs, and institutional platforms, utilizing a combination of strategic and tactical investment approaches supported by proprietary and third-party research.

Matilda Carr is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she worked at Blanchard and Walker PLLC and has experience in the restaurant industry, including roles at Knight's Steakhouse and Greek Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Nathan Szenay is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Raymond James and Morgan Stanley Smith Barney in various capacities since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting services supported by analytical tools and maintains a notable affiliation with a municipal advisor, enhancing its municipal and public-finance offerings.

Brendan Kelly is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Ford Motor Company and Haworth. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriella Stevens is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her work history includes roles at Bank of America N.A., Senior Benefits and Planning, LLC, MariPau Wealth Management LLC, and Securian Financial Advisors of the Great Lakes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Kelly Boyd is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2024, and at National Planning Corporation from 2010 to 2017. He is also involved in presenting seminars through White Glove Workshops. 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 access, and institutional platforms, with investment strategies implemented by investment adviser representatives using a variety of discretionary and non-discretionary approaches.

Logan Oates is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and two years of industry experience. He has been with Morgan Stanley since 2021. Outside of his advisory role, he is involved as a sales and marketing contractor for an online retail business on Etsy, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in assets and offers comprehensive investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Beth Decker is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the ChFC® and Series 66 designations. Her prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., The Huntington Investment Company, and Trustee Empowerment & Protection, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized municipal advisory and SIMPLE IRA employer consulting programs.

Daniel Ferguson is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Comerica Securities. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Julian Bueno is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and MassMutual Great Lakes. Outside of his advisory work, he is a partner in CryptoCeramics LLC, a business involved in art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jerad Laparl is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Jhfn Sii for seven years before joining OSAIC in 2018. Outside of his advisory role, Laparl manages an LLC focused on employee oversight for a storage company. OSAIC serves a diverse client base including retail, institutional, high-net-worth, and non-high-net-worth investors, offering a range of brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with multiple program options such as Unified Managed Accounts and third-party money manager programs.

Ryan Hampton is a financial advisor with Merrill holding a Series 66 designation and currently has less than one year of industry experience. His prior work history includes roles at Bank of America, N.A., Dow Credit Union, and various educational institutions. 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 investment strategies for individuals, high-net-worth clients, and institutions.