Ryan Crue is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research. He is also a presenter for White Glove Workshops, a seminar series based in Bloomfield Hills. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Maria Coates is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Anita Brooks Locey is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with various Fidelity entities since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Katherine Waltner is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Ameriprise and has previously worked at The Huntington Investment Company, Hornor, Townsend & Kent, PNC Investments, SPC, Parkland Securities, and Sigma Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to inform recommendations that address asset allocation, withdrawal strategies, and Social Security options.

Michael Johnson is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of advising, he serves as Treasurer for the Kappa Alpha Psi Southfield Alumni Foundation and works part-time as a gate agent at DGS Metro Airport. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and financial goals.

Melissa Smith is a Series 66-licensed financial advisor with Edward Jones in Livonia, MI. She has eight years of experience at Edward Jones and two years prior experience at Modern Builders Supply Inc. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

John Ogrodnick is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 32 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, Cetera, and J P Turner & Company Capital Management. Outside of financial advising, he is active with the Detroit Red Wings Alumni Association, participating in charity hockey games and related appearances. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Samuel Maness is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial. He is the owner of McLaren Wealth Strategies LLC, where he plays an active role in managing and running the business. His prior experience includes roles at ValMark Advisers, Inc. and Valmark Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA advisory services.

Divisha Kapur is a financial advisor with Ameriprise Financial Services, LLC, holding ChFC® and Series 63 credentials and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, Kapur spent 21 years at Hantz Financial Services, Inc. Outside of advisory work, Kapur serves as CEO of Kapur Enterprises LLC and is involved in tax preparation management through Ideal Tax Solutions, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Kevin Latta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes extensive tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide advisor network and a range of portfolio management styles.

Stephen Adams is a financial advisor with Primerica Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to his current role, he worked at Primerica Financial Services and held various positions at Macy's, DoorDash, and Target. Outside of advising, he is an author, publishing a book titled *I Searched With Purpose* since April 2025. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-driven advisory services supported by third-party portfolio managers and custodial partners.

Stephen Blahunka is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked for Bank of America and Merrill from 2009 to 2024. He serves as a board member for the Children’s Foundation in Detroit and for the Pediatric Institutional Review Board at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with an emphasis on client-directed implementation and a broad range of investment services.

Susan Van Spybrook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lester Houge Jr. is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Oracle, Lyft, and Amazon. Outside of advisory work, he owns an Amazon delivery service business. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through various proprietary and third-party programs.

Jordan Schultz is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked for five years at Agnew Construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Jackie Boesman is a financial advisor with Merrill in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2023. She has also worked at Quicken Loans and Dynamic BDC, and held positions at the University of Maryland Global Campus. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Mulvihill is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, she worked at WWK Investments and Centria Healthcare. Outside of advising, she owns Mauve Event Management, a business that plans and manages events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, access to third-party asset management, and institutional platforms.

Joann Price is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Advanced Wealth Strategies. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Dawn Chaltraw Levy is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously at Quicken Loans. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and uses a forward-looking capital market framework.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he holds a 33% ownership interest in Daleview Construction, LLC, a new home construction business. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to support diversified investment solutions and offers both brokerage and advisory services.