Matthew Bocketti is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Quicken Loans and UBS. Outside of his advisory work, he coaches a local youth baseball team in Farmington Hills, Michigan. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Timothy Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Swain Delly is a financial advisor at Merrill with a Series 66 designation and no prior advisory industry experience. Before joining Merrill and Bank of America in 2026, he worked in the automotive industry at General Motors, Stellantis, FCA, and Magna Car Top Systems for over a decade. Merrill, together 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gellasch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. He serves as secretary on the Board of Directors for Saint Paul Lutheran Church in Grosse Pointe Farms, MI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Robynne Henry is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 16 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and specialized municipal advisory services.

Ted Campbell is a Financial Consultant currently working at Fidelity Investments since 2019. He has extensive experience in the financial services industry, having held positions such as Senior Investment Consultant at TD Ameritrade from 2018 to 2019, Financial Consultant at E*TRADE from 2015 to 2018, Financial Consultant at PNC Bank from 2014 to 2015, and Relationship Banker at JP Morgan Chase from 2012 to 2014. Ted focuses on partnering with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency in his work. He holds a California Insurance License.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Condra is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he manages a rental real estate property in Fenton, MI. 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, supported by a large network of financial advisors and branch offices nationwide.

Grant Burkhard is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients, Financial Consultants, and Wealth Management teams to develop strategies that support clients' unique planning needs. Prior to his current role, Grant served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Through these roles, he has gained experience in client relationship management and financial representation. Additional information regarding Grant's education, credentials, personal interests, or community involvement has not been provided.

Mark Macarthur is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he works closely with Fidelity Private Wealth Management clients to assist them in building, preserving, and transferring their wealth. He serves as the primary point of contact for clients in developing their overall wealth strategy. Mark coordinates a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to co-create and implement tailored financial plans based on each client's individual situation. He has been with Fidelity Investments since 2008, initially serving as Vice President Financial Consultant before advancing to his current position in 2014. Outside of his professional responsibilities, Mark's personal interests include biking, fitness, football, and swimming.

Nicholas Alexander is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Hartford Funds Distributors, LLC for 11 years before joining Edward Jones. Outside of his advisory role, he owns Alexander Farms LLC, a hop farm in northern Michigan, and serves as a board member of Hop Growers of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Michael Correll is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, Comerica Securities, Cetera, Bank of America, Merrill, Wells Fargo, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sherwyn Mistry is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of a vacation home business under Riverhouse Capital Management LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and model-based asset allocations.

Jingyuan Cao is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. He also has 14 years of experience working at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Jason Huntley is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley serves as a precinct delegate and zoning board member in Cohoctah Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Ralph Gallo III is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works at Lisa's Produce Market performing various labor and cashiering duties. 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, with clients retaining final decision-making authority.

Monica William is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Plymouth, MI, and has three years of industry experience. She has worked exclusively with Thrivent and its affiliates since 2023. Outside of her financial advisory role, Monica serves as a pastor of congregational care and a United Methodist Elder, and she provides chaplain services to the West Bloomfield Police Department. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm’s approach includes holistic, goal-based analyses addressing a range of financial planning topics, with ongoing reviews and an option to combine planning with managed accounts under a consolidated billing structure.

Ashley Kremhelmer is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Edelman Financial Engines and has prior experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones and Thrivent Financial, he worked for 15 years at DXC Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard across a nationwide network of advisors and branch offices.

Deborah Burkhalter is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2010 and previously spent 12 years at Ben Griffith Financial Services. Outside of financial advising, she is an author of a romance novel and has operated a photography business for over two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports advisory programs along with specialized municipal and public finance work.