Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Woodbury Financial for 18 years. Outside of his advisory role, he serves as a partner and executive vice president at Great Lakes Financial Advisors Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a model-based investment approach that includes discretionary strategies, third-party managers, and portfolio optimization tools.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Jennifer Walker is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 license and 12 years of industry experience. She previously worked at Lee E. Holland, CPA, CFP, and Lee E. Holland & Associates, P.C. outside of her current role. Additionally, Walker provides tax preparation and accounting services through her own businesses and serves as a notary public. 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 supported by a large network of investment adviser representatives and utilizes a variety of portfolio management options including model portfolios and third-party subadvisors.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in insurance agency work and business development for an insurance group focusing on life insurance and employee benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.

Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors, Inc. and SPC, among other firms. He serves as a board member of the Philippine Chamber of Commerce and is involved in independent insurance through Mojares Capital Management LLC and Mojares Insurance Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diversified investment and retirement solutions, with advice delivered primarily by investment adviser representatives using a combination of proprietary and third-party investment models.

Peter Nanasi is a CFP®-certified financial advisor with Ameriprise, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has translated a book titled *Love and Loss: Tales from Hungary* into English and made it available through print-on-demand. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carrie Fielder is a Series 66-credentialed advisor with J.P. Morgan Securities, bringing three years of industry experience. She has been with J.P. Morgan Securities since 2023 and has an additional nineteen years of experience at JPMorgan Chase Bank, N.A. based in Farmington Hills, MI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Susan Merrick is a financial advisor with LPL Financial in Southfield, Michigan, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2003. Merrick is also involved in selling fixed annuities, health, and fixed life insurance. 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, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Kenneth Vernon is a financial advisor with Ameriprise based in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Jacob Newman is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Fidelity Investments and Joseph Binder. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a wide network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services for qualified plans.

Bradford Newsome is a CFP® and Series 66-registered advisor with 16 years of industry experience. He is currently with Osaic and has previously worked at Merrill Lynch, Wasserman Wealth Management, Buckingham Strategic Wealth, and The Colony Group. Newsome is also involved with Michigan Financial Companies as a wealth management advisor focusing on securities and fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, delivering strategies through various managed account solutions and third-party managers.

Rachel Meekhof is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to her financial services career, she held positions at several companies including Memphis Pizza Cafe and Bayer CropScience. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides integrated brokerage, custody, and cash-sweep services.

Michael Ajlouny is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Ernest Hughes is a CFP®-credentialed financial advisor with Raymond James Financial in Plymouth, Michigan, bringing 49 years of industry experience. He has been with Raymond James Financial Services since 1999 and has served as a joint executor for his mother since 2018. Outside of advising, he owns a support company, First Financial Strategies, Inc. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Erold Merko is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 65 and Series 66 licenses with 17 years of industry experience. Prior to joining Raymond James in 2021, he worked at TIAA and TIAA-CREF from 2012 to 2021. Outside of his advisory role, he co-owns a rental property in Bonita Springs, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research.

Jacob DePillo is a Financial Consultant at Fidelity Investments, focusing on partnering with individuals and families to help them work toward their financial goals. He collaborates with clients to build personalized financial plans and find strategies tailored to their priorities. He has held roles at Fidelity Investments since 2023, initially as an Investment Consultant before becoming a Financial Consultant in 2024. Prior to that, he served as a Financial Consultant at E*TRADE from Morgan Stanley between 2021 and 2023, a Financial Advisor at MassMutual Great Lakes from 2020 to 2021, and a Financial Consultant at Equitable Advisors from 2019 to 2020. Outside of his professional work, Jacob enjoys baseball, family activities, football, golf, spending time at the lake, and traveling.