Troy Miller is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Acushnet Company and various other organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated advisory and brokerage services, and multi-asset investment approach with strategic asset allocation and alternative investment options.

Frank Mirabella III is a financial advisor at Robert Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has worked at Robert W. Baird since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of managed account strategies and internal research with advanced tools such as artificial intelligence.

Caroline Andrews is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. She previously worked at The Alinea Group LLC for five years before joining Raymond James in 2019. Andrews is also an officer and treasurer of Legacy Financial, a support company in Ann Arbor. 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 investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Michael Baker is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Edward Jones, LPL Financial, and Centaurus Financial. Fisher Investments serves a diverse global client base, including institutional investors and high-net-worth individuals, providing discretionary portfolio management through a centralized investment process that incorporates quantitative and qualitative research. The firm employs tax-aware strategies and a range of defensive tactics to manage risk across equity, fixed-income, and blended mandates.

David Galant is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at RTX Corporation and held roles at Domino's Pizza Inc. and Spartan Consulting Inc. Outside of finance, he has experience coaching high school basketball and baseball teams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Anthony Bellore is a Series 66 licensed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019 and previously worked at PNC Bank and UBS. From 2014 to 2018, he was associated with Barton Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nathaniel Bernos is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ameriprise Financial Services and Raymond James & Associates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Kaminski is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their motivations and financial goals, utilizing the firm's Personal Wealth Analysis platform to assist in areas such as portfolio management, lending, estate planning, alternative investments, and banking. Since joining his current team in 2023, Daniel has collaborated with colleagues to help clients evaluate their financial standing and develop strategies tailored to their objectives. Daniel began his career in 2016 with The Hantz Group in Southfield. He holds a Bachelor's degree in Business and Organizations from the Gerstacker Business Institute at Albion College, where he also participated as a midfield player on the lacrosse team. His professional expertise includes college education planning, family wealth management strategies, retirement income planning, tax minimization, and small business strategies. Outside of his professional role, Daniel enjoys various recreational activities including golfing, skiing, boating, and fishing with his wife, Margaret. They reside near Ann Arbor and spend time at their family's home on Lake St. Clair.

Vahik Rostamloo is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a wide range of platforms and proprietary research.

Jennifer Lyons is a Series 66 licensed financial advisor with J.P. Morgan Securities in Farmington Hills, Michigan, bringing four years of industry experience. Her career includes a 14-year tenure at Independent Health prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2021. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Baughman is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial since 2000. He is also associated with Northwood Capital, a support company he owns that manages his independent contractor income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs across a large network.

Karen Heddle is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. Her career includes multiple tenures at Edward Jones, as well as positions at Fifth Third Securities and LPL Financial LLC. 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.

Scott Bennett is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations. Bennett has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. His earlier experience includes roles at Citigroup Global Markets and KeyBanc Capital Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured tools and research, managing approximately $2.74 trillion in client assets.

Gayle Good is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, she worked at LPL Financial/Michael Dagher, LLC for five years and was employed at a medical office for twelve years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Chenley Sinclair is the Vice President, Wealth Planner at Fidelity Investments. In this role, Chenley partners with clients to support their relationships with family and wealth, aiming to develop financial planning strategies tailored to each client's goals while ensuring they feel comfortable and understood throughout the process. Chenley emphasizes client involvement in managing their wealth, utilizing the tools and resources provided by Fidelity. Chenley has been with Fidelity Investments since 2015, progressing through multiple roles including Financial Representative, Relationship Manager, Financial Consultant, and Vice President, Financial Consultant before assuming the current position in 2025. Prior to joining Fidelity, Chenley held the position of Assistant Branch Manager and Branch Manager from 2012 to 2015. Outside of professional engagements, Chenley has interests in art, cooking and baking, fitness, gardening, pets, and traveling.

Lana Albawwab is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., DoorDash, and Oriental Express Travel & Tourism. 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 searches, and customized performance reporting, with a non-discretionary program supported by quantitative and qualitative manager due diligence.

Adrenee Asadoorian is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. She has been with Merrill since 2014 and previously worked at Bank of America, N.A. for three years. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zaed Shamoon is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including Bank of America, Northwestern Mutual, and several mortgage and banking institutions. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Mulholland is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Edward Jones, Osaic FA, Inc., and Everhart Advisors. He owns Justin Mulholland Financial Services, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Jordan Burton is a Series 66-licensed financial advisor at Merrill with approximately one year of experience. His career includes roles at Bank of America and Merrill, as well as involvement in entrepreneurial activities such as operating JMB Lawn Care. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.