Evan Delmotte is a financial advisor with Edward Jones in Troy, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 15 years with the Township of Bruce in emergency services as a firefighter and paramedic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Brett Bernard is a financial advisor at Charles Schwab with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and its affiliated entities since 2013, as well as at TD Ameritrade from 2021 to 2024. Bernard is a member of the investment committee for First United Methodist Church in Birmingham, MI, though he has not yet begun serving in this role. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals 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 separately managed accounts and offers a structured investment process supported by centralized custody and operational integration.

Jacob Cole is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry and previously worked in various roles outside of finance, including education staffing and moving services. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management services through a network of Investment Adviser Representatives, utilizing third-party programs and discretionary management options.

David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes 12 years at Woodbury Financial Services, Inc and 2 years at Equitable Advisors. He also operates a sole proprietorship, Deuel Financial Group, providing insurance and securities sales and service. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management solutions.

Joseph Candela III is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, following prior roles at JPMorgan Chase Bank NA and JP Morgan Securities LLC from 2015 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michael Graziani is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at UBS Financial Services for nine years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is involved with The Detroit Athletic Club as a social and athletic member and may serve as chairman of its bowling league. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through a range of advisory programs.

Peter Shunyia is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Bank of America and Merrill Lynch. Outside of his advisory role, he is involved with Shunyia & Company Private Wealth Advisors. 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 access to third-party asset management.

Zachary Goldman is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. He holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stuart Solomon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services backed by extensive research and firm-approved tools.

Evan Gerrard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Huntington Bank, and TCF Bank. 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 individual, high-net-worth, and institutional clients.

Kody Seibold is a financial advisor with LPL Financial in Lake Orion, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked concurrently with Michigan Schools & Government Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Bertrand is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Scott Bennett is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. from 2008 to 2019. Bennett is a board member and finance/investment committee member of the Catholic Foundation of Michigan. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Sicklesteel is a Certified Financial Planner (CFP®) with 28 years of industry experience, including 26 years at UBS Financial Services in Birmingham, MI. He holds Series 63 and Series 65 licenses and has spent his entire recent career with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Lawrence Stack is a CFP® and ChFC® with 43 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at JHFN Signator Inv Inc. He also holds a Vice President role in financial planning at Michigan Financial Companies, focusing on sales and marketing of securities and insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management strategies.

Alec Wycoff is a CFP® professional with two years of experience at LPL Financial. He has held various roles including positions at Michigan State University and the Office of U.S. Representative Fred Upton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.

Jeffrey Roe is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009 and also founded JDR Wealth Management, LLC, where he has worked for the past 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and offers access to third-party asset managers and institutional platforms.

Paige Mason is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. She has been with Merrill since 2017 and previously worked at Hennes & Mauritz (H&M) for one year. Merrill 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, and institutional investors.

Jeffrey Arnott is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 supported by research from the Wells Fargo Investment Institute.

Jacob Short is a financial advisor at Charles Schwab in Troy, MI, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Tiaa, as well as entrepreneurial ventures such as Shade Cloth Store LLC and Modern Media Tech. He also has a background in full-time education spanning a decade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational infrastructure.