Curt Green is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following nine years at J.P. Morgan Securities. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in financial decision-making.

Carol Miskovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. Prior to joining LPL Financial in 2024, she worked for Founders Financial Securities, LLC for 18 years. She is also involved with Tallman Financial Services, LLC, focusing on non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

John Priestap is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has been affiliated with Raymond James since 2009 and operates Priestap Financial LLC. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Rachael Butler is a Financial Advisor with Merrill Lynch Wealth Management and a member of The Serra Group in Farmington Hills. She works closely with executives, pre-retirees, and business owners to provide clarity and structure during major financial transitions such as selling a business, stepping into retirement, or navigating a career change. Her approach begins with understanding clients' priorities, families, and legacies to create personalized plans aligned with their long-term goals. Rachael focuses on exit and pre-liquidity planning for business owners, retirement planning for pre-retirees and executives, tax-efficient wealth strategies, and coordinating with clients' CPAs, attorneys, and other advisors to develop seamless financial plans. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from the University of Michigan System. A lifelong Michigander from Metro Detroit, Rachael is involved in professional organizations such as Inforum and Northridge Church, and community initiatives including Better Money Habits Ambassador, Gleaners Community Food Bank, and Michigan Humane Society. She balances her professional work with personal interests like gardening, reading, running, spending time with her family, and traveling.

Thomas Welch is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Brian Shindeldecker is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ellen Pritchard is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005. 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.

Erin Ross is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Christian Nieman is a CFP® professional affiliated with Raymond James & Associates, bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services. He serves on the finance committee of The Judson Center, a nonprofit organization focused on children and youth. 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, institutions, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jonathan Mc Clain is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with J.P. Morgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Danny Salem is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MassMutual Investors Services, Symmetry Financial Group, Starbucks Coffee Company, and Wehbe Insurance Services. 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.

Ryan Anderson is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Outside of his advisory role, Anderson serves on the Board of Directors for Leo Flight Corporation and is a board member of the Stadium Commons Condo Association, in addition to owning and managing several business entities including A2 Business LLC and Clarity 9 Holdings, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated and sub-advised investment options.

Katti Jankowski is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Jankowski spent 14 years at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Zahra Mehraban is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is a partner in Gang of Wolverines LLC, a business unrelated to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that incorporate tax-aware withdrawal strategies and Social Security options.

Luke Bageris is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Shawmut LLC for four years and has held positions outside the financial sector, including at Plum Hollow Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Jodi Goodhew is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63, 65, and 66 licenses with 12 years of industry experience. Prior to joining Merrill in 2020, she worked in education at Novi Woods Elementary and in retail at Kirklands. Outside of her advisory role, she is a joint owner of a long-term rental property. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Finn is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he assists with event planning and operations at Tricia Finn Events, LLC, a family wedding and event planning business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrea Kean is a financial advisor with Edward Jones in Brighton, MI, holding a Series 63 designation and 30 years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Gary Meharg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Securities America Advisors, Inc. and Securities America, Inc., along with long-term involvement in insurance through Professional Insurance Management, Inc. and Financial Synergy Group, Ltd. He continues to own interests in these insurance and financial services businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various technology-driven solutions.