Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jillian Gallozi is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Morgan Stanley and Ameriprise. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Richard Gilbertson is a financial advisor at Equitable Advisors with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, previously associated with Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trusts for family and non-family members and holds durable power of attorney for his father's financial affairs. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 license and previously worked at Securities America Advisors and Securities America, Inc. Ashley also engages in life insurance sales, assisting clients with policy applications and carrier submissions. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services that include financial planning, managed accounts, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary management options.

Maxwell Hunt is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses and one year of industry experience. His prior roles include positions at Victory Capital Management, Schechter Investment Advisors, Hunt Capital Management LLC, and Neuberger Berman Group LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Steven Marlette is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. His background is centered at LPL Financial, where he has worked for 17 years. Outside of advisory work, he is involved in entrepreneurial activities including reselling goods online. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Chukwuma Ehiwogwu is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 11 years of industry experience. He worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley in 2021. 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 conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Amy Bolda is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service geared toward clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centrally delivered, non-discretionary service that supports Ameriprise financial advisors.

Geoffrey Centner is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Colin Haffey is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His background includes roles at Morgan Stanley Private Bank, N.A., where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Pietro Maniaci is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of financial advising, he is developing a handheld device designed to assist users in removing nasal mucous, which he plans to manufacture and market independently. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform and product offerings.

Ronald Munson Jr. is a financial advisor with Raymond James Financial in Southfield, MI. He holds the Series 66 designation and has prior experience at LPL Enterprise LLC and Ford Motor Credit Company, where he worked for 28 years. Munson has been with Raymond James Financial since 2026. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable affiliation with municipal and public finance activities.

Paul Zajciw is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Ameriprise and Comerica Securities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Lisa Weller is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was affiliated with Emory University’s School of Business and held a position with the State of Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Phil Andrews II is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He is also an author of a work titled *Sally and Sam Squirrel*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Kelly Green is a financial advisor at Morgan Stanley with 12 years of industry experience and holds the Series 66 designation. He has been with Morgan Stanley and its affiliated private bank since 2013. Outside of advisory work, Green is a partner in Major Management Holdings, LLC, a strategy and marketing consultancy, and serves on the investment committees of the Milbank Memorial Fund and the McGregor Fund as well as the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Truxall is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and Invest Financial Corp. In addition to his advisory work, he offers fixed and indexed annuities as well as long-term care and traditional life insurance products. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jason Sherman is a CFP® professional with 22 years of experience in the financial services industry, all with LPL Financial in Southfield, MI. He holds Series 63 and Series 66 licenses and has additional involvement in tax preparation services alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kayla Jordan is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and Firstmerit Bank/Huntington Bank. Jordan also serves as a client services and new business manager for another advisor within her firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party investment solutions to construct diversified portfolios.