Rebecca Glaeser is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Lewis Walterhouse II is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 licenses and bringing 37 years of industry experience. He has worked at Raymond James & Associates since 2016. 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 broad client base, including individuals, institutional plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Potter is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing a restaurant and bar business in Ferndale, MI, and serves as Managing Director of Generational Consulting Services, LLC, which provides payroll and business account services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering tailored recommendation reports that incorporate detailed income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, emphasizing managed accounts and utilizing algorithmic tools overseen by dedicated committees.

Grant Juth is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2019 and previously held positions at Milwaukee Tool, Team TTI, and the University of Michigan. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Farah is a CFP® with 43 years of industry experience, currently serving at UBS Financial Services in Troy, MI since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management.

David Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management. With a background as an analyst and experience since 2009 in financial advisory, David focuses on building comprehensive family office solutions tailored to each client's unique financial landscape. He integrates a disciplined method centered on behavioral finance to support the vision, purpose, and implementation of clients' financial goals. David's expertise encompasses family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's degree from Northwood University and has completed executive education at the Yale School of Management and The Catholic University of Michigan. David is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and a Personal Investment Advisor (PIA). Beyond his professional responsibilities, David serves on community boards including the Priests' Pension Board of the Archdiocese of Detroit and is involved with St. Joseph Lake Orion. He resides in Lake Orion, Michigan, with his wife Elizabeth and their two children.

Daniel Welsh is a financial advisor with RBC Capital Markets, LLC in Bloomfield Hills, Michigan. He holds the Series 66 designation and has eight years of industry experience, including seven years at UBS Financial Services Inc. His prior work history also includes roles at Okeefe LLC, Dicks Sporting Goods, and the University of Mississippi. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning solutions, leveraging both in-house and third-party investment managers.

Harrison Bowman is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Michael Teller is a financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Financial Life Insurance and Equitable Advisors, LLC. Outside of his advisory role, he has been involved in coaching soccer through Coerver Coaching for over ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Julie Groulx is a financial advisor with LPL Financial in Oxford, MI, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with LPL Financial and its predecessor firms since 1997. Outside of her advisory role, she is involved with Velovita, a nutritional company based in Plymouth, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Gregory Malec is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior firms include Managed Asset Portfolios, LLC, and he has had two separate tenures at Raymond James & Associates since 2010. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Tanisha Farmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. 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 financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Nisha Doshi is a CFP® professional with 22 years of experience in the financial industry. She is currently with OSAIC since 2018 and previously worked at Sii Jhfn for nine years. Doshi is also the managing partner of Doshi & Associates, CPA, PLLC, providing accounting services. She serves on the Board of Directors for the George P. Way Elementary School Parent Teacher Organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Michael Eilander is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held various roles within Cetera and its predecessor firms since 2007. Eilander is also involved in outside business activities including Strategic Wealth Consulting Group and Alliance Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients through a large network of independent advisors. The firm offers multiple portfolio management and consulting services, utilizing a multi-manager platform that includes both affiliated and third-party investment strategies.

Michael Tyranski is a Wealth Management Advisor and Managing Director affiliated with Merrill Lynch Wealth Management. With over 29 years of tenure at Merrill Lynch, he serves as the senior partner of a Wealth Management team, focusing on family wealth management strategies, personal retirement planning, and portfolio management services. He holds a Bachelor’s degree in Finance from Michigan State University's School of Business, earned in 1988. Michael is also a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). Raised in Royal Oak, Michigan, he currently resides in Birmingham, Michigan with his wife and three children. Michael is actively involved in his community, serving as President of the Brother Rice High School Endowment Fund, and has previously held treasury roles with the Gift of Life of Michigan and the Torch Lake Protection Alliance. Outside of his professional work, Michael enjoys football, spending time with his family, and surfing.

Sandra Mcconnell is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been associated with Bank of America and Merrill since 2012. Outside of her advisory role, she is a 50% owner and member of an LLC managing a future rental property investment. 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. The firm offers model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brady Morrison is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Marcia Moore is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that use analytical models such as Monte Carlo simulations.

Kay Durow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her spouse and is a standby guardian for her brother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rose Bryant is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes a long tenure at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.