Mark Rowley is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Terence Reed is a CFP® professional affiliated with Cetera, bringing 45 years of industry experience. He has worked with multiple firms including Avantax and currently serves as a partner at Making Investing Personal, LLC and is involved with the Center for Tax Planning, coordinating tax services for clients. Reed also acts as co-trustee of a family trust, handling beneficiary fund requests and tax preparation matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with discretionary and non-discretionary programs, supporting access to affiliated and third-party investment managers.

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Camden Quenneville is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He previously worked at PFS Investments Inc. and has held various roles outside finance, including positions in culinary services and window repair. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

Nicole Fellhauer is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In her current role, she coaches advisors on planning processes and practice management, while also leading the branch to uphold standards of care. Her professional experience includes several roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Vice President and Wealth Planner from 2018 to 2022, Financial Consultant from 2012 to 2015, Investment Consultant from 2010 to 2012, and Financial Representative from 2008 to 2010. She also worked as a Client Advisor at J.P. Morgan from 2015 to 2018. No information about her education, credentials, personal interests, or community involvement was provided.

Jeffrey Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial, where he has been since 2022. Outside of advisory work, he is involved in business ventures including ownership of an MRI imaging company and a technology assistance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kelly Hyatt is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC 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 firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various delivery models, including direct individual plans and Corporate Financial Planning agreements.

Sidney Polk is a Financial Consultant at Fidelity Investments, a position held since 2020. Sidney works with clients to develop comprehensive financial plans, utilizing Fidelity's resources and recommendations to create strategies aligned with client goals while fostering relationships based on trust, reliability, and integrity. Prior to this role, Sidney served as an Investment Consultant from 2018 to 2020 and as a Financial Representative from 2017 to 2018, all within Fidelity Investments. Sidney's approach emphasizes partnership with clients to understand their individual and family financial objectives and to build lasting relationships. Outside of professional responsibilities, Sidney engages in family activities, fitness, golf, caring for pets, and reading.

Taal Ashmann is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has worked as an independent contractor for Market Force, performing mystery shopper assignments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers various retail and institutional investment options.

Robert Amboian is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of St. John Armenian Church in Southfield, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and utilizes tools such as Monte Carlo simulations for modeling outcomes.

Nicholas Jallos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Holliday III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank since 2011. 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. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Jeanette Kowal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at DFCU Financial, CUSO Financial Services, Protective Life, ProEquities, and Sunamerica Retirement Markets. She is currently affiliated with DFCU Financial Partners, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Hannah Lakian is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked as a High Net Worth Financial Advisor at Vanguard from 2022 to 2026. Hannah focuses on building trusted relationships with her clients, emphasizing empathetic listening and collaborative dialogue to support their unique financial goals. In her approach, she prioritizes understanding individual client priorities and promotes informed decision-making through thoughtful conversations. Outside of her professional responsibilities, Hannah enjoys activities such as spending time at the beach, boating, participating in social events with friends, playing softball, and traveling.

Meghan Gazzola is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions across various investment vehicles.

Jacob Rose is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Financial Group since 2007. Outside of his advisory role, he is an agent involved in life insurance, property/casualty, health, group life, group health, disability insurance, long-term care, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Joseph Toth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial, OSAIC Wealth Inc, and Equitable Advisors LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stacy Moskowitz is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and three years of industry experience. She previously worked at Emerson (ASCO, L.P.) for six years before joining LPL Financial. 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, model portfolios, and retirement plan consulting.

Brenda Wheatley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and Fifth Third Bank. She currently serves clients through Cetera and Wealth Strategies Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program structures and custodial relationships.