Sheel Desai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works at JPMorgan Chase Bank, NA since 2018. Outside of his advisory role, Desai serves as Treasurer and a member of the Board of Directors for the Novi Parks Foundation, a nonprofit focused on park enhancements. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm delivers its advisory services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Reuben Rashty is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and previously spent three years at Fifth Third Securities. 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 financial planning leverages structured discovery conversations and approved planning tools without offering individual security recommendations as part of their standalone planning services.

EL Forbes is a Planning Consultant currently working at Fidelity Investments since 2026. In this role, they engage directly with clients to provide financial planning services. EL's approach to financial advising is guided by the values of service, trust, and prioritizing people, reflecting the principles formed during their upbringing in a large family. They strive to make complex financial decisions more accessible and to empower clients to proceed with confidence. Outside of their professional work, EL has interests that include art, cooking and baking, family activities, fitness, food, and social events with friends.

David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he spent 12 years at Woodbury Financial Services, Inc. He also operates Deuel Financial Group, a sole proprietorship offering sales and service of life, health, and disability insurance as well as securities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and multiple platforms. The firm combines brokerage and advisory services with financial planning and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Michael Graziani is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at UBS Financial Services for nine years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is involved with The Detroit Athletic Club as a social and athletic member and may serve as chairman of its bowling league. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through a range of advisory programs.

Lindsay Smith is a CFP® with eight years of industry experience. She is currently with Osaic and previously worked at Jackson National Life Distributors LLC for eight years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party managers, utilizing various portfolio construction tools and strategies.

Zachary Goldman is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63, Series 66, and Series 65 licenses and bringing 18 years of industry experience. His career includes 13 years at J.P. Morgan Securities and 16 years at J.P. Morgan Chase Bank prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes that incorporate firm-approved tools and models such as Monte Carlo simulations.

Stuart Solomon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services backed by extensive research and firm-approved tools.

Robert Bradley is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of his advisory role, Bradley manages SSRB Group LLC, a real estate buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Kody Seibold is a financial advisor with LPL Financial in Lake Orion, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked concurrently with Michigan Schools & Government Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Bertrand is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Scott Bennett is a CFP® with 38 years of industry experience, currently affiliated with Raymond James & Associates in Birmingham, MI. He previously worked at UBS Financial Services Inc for 11 years before joining Raymond James. Bennett serves as a board member and finance/investment committee member for the Catholic Foundation of Michigan. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research.

John Sicklesteel is a Certified Financial Planner (CFP®) with 28 years of industry experience, including 26 years at UBS Financial Services in Birmingham, MI. He holds Series 63 and Series 65 licenses and has spent his entire recent career with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Lawrence Stack is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following 14 years at JHFN Signator Investment Inc. He also serves as Vice President of Financial Planning at Michigan Financial Companies, involved in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisors. The firm utilizes firm-provided asset allocation tools, risk assessments, and automated rebalancing to construct portfolios incorporating a variety of investment types, and offers integrated brokerage, advisory, planning, and managed account services.

Alec Wycoff is a CFP® professional with two years of experience at LPL Financial. He has held various roles including positions at Michigan State University and the Office of U.S. Representative Fred Upton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.

Reagan Hamilton is a financial advisor with OSAIC based in Southfield, MI, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, having previously worked at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., and The Firm Advisors. He is also involved as a financial consultant in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes a variety of investment platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, managed either discretionarily or non-discretionarily.

Jeffrey Roe is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009 and also founded JDR Wealth Management, LLC, where he has worked for the past 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and offers access to third-party asset managers and institutional platforms.

Michelle Hugmeyer is a financial advisor with J.P. Morgan Securities in Grandville, MI, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paige Mason is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. She has been with Merrill since 2017 and previously worked at Hennes & Mauritz (H&M) for one year. Merrill 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 investors.

Jeffrey Arnott is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.