Daniel Yutzy is a financial advisor with LPL Financial based in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at MSC Industrial Supply Company and Power Home Remodeling. He is also involved with Baldwin Capital Tax Services, providing tax preparation and accounting services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

David Senatore is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and advanced modeling tools.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2010. Her current role includes work at Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Erik Robertson is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has experience working at Rocket Companies for nine years and served in the United States Marine Corps for five years. Robertson joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christopher Lowry is a CFP® with 18 years of experience in financial advising. He has worked with Osaic since 2018 and spent the previous 10 years at Signator Investors Inc. He is also a director at Retirement Strategies of Michigan, a retail securities and insurance advisory business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with a range of portfolio management options and supports various client types from individual investors to corporate and charitable organizations.

Vanessa Thomas is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service utilizes investment research and algorithmic tools to provide clients with written recommendations and ongoing advice.

Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeff Probst is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory work, he was involved with Beach House Apartments LLC for a year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Zakary Keasey is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley in 2019, he worked at Canaccord Genuity from 2013 to 2017 and had brief roles at Amazon and Lowes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Richard Gilbertson is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party program sponsors to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, she worked with Securities America Advisors and Securities America, Inc. from 2016 to 2024. Outside of her advisory work, she occasionally sells life insurance policies and assists clients with related applications and documentation. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Samantha White is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and previously worked at UWM for one year and Chili’s for five years. Merrill, along 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, pensions, corporations, and charitable organizations.

Michael Kautz is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds the ChFC® designation and Series 63 license and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and maintains several outside business activities, including ownership of a motorsport parts design and retail company, a handmade writing utensils business, and a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2004. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Jonathan Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at Edward Jones from 2016 to 2019. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Arun Suri is a financial advisor with OSAIC based in Canton, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Signator Investors, Inc. for 27 years before joining Royal Alliance Associates, Inc. in 2018. Outside of advising, he is also active as a health insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a model-based investment approach that supports discretionary and non-discretionary strategies, third-party manager selections, and alternative investments.

Jonathon Sermo is a financial advisor at Ameriprise in Novi, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with Clarity Tax Professionals, LLC, where he assists with tax preparation and administrative support. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, featuring a Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies, with a distinctive focus on clients meeting certain investable asset thresholds and utilizing affiliated investment products.

Ronald Dickerson Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing, Infinex Investments, and Flagstar Bank. He serves on the boards of two Ann Arbor-based nonprofits, including a youth-focused community center and a university ministry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with an ESG eligibility framework and includes broader derivatives and commodities capabilities.