Jeremy Wonch is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Rocket Mortgage. 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, and institutional investors.

Thomas Buhl is a financial advisor with Wells Fargo Advisors based in Grosse Pointe, MI, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of his advisory role, he is involved in managing a professional motorsports team through an LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage or advisory programs.

Martin Kelln is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. from 1990 to 2017. Outside of his advisory role, he engages in entrepreneurial activities including teaching yoga, designing custom glass water bottles, and inventing a paddle storage rack system for pickleball facilities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering recommendations based on detailed client information and firm-approved analytical tools.

Michael Leach is a financial advisor at Stifel with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and previously worked at UBS Financial Services for 11 years before joining Stifel in 2020. Leach serves as a board member for Hail Impact, a nonprofit connecting University of Michigan athletes with local charitable organizations. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Damon Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach focuses on addressing individual objectives such as funding education, planning for retirement, managing healthcare costs, and achieving long-term family goals. He emphasizes simplicity and transparency throughout the wealth management process. Garcia holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Saint Mary's Preparatory and attended Oakland University.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Andrew Augustine is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2024, he worked at infinex Investments, Inc. for eight years and has been associated with Flagstar Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christie Nelson is a Series 66 licensed financial advisor with Merrill in Farmington Hills, Michigan, and has 25 years of industry experience. She has been with Merrill Lynch since 1994. Outside her advisory role, she works part-time in customer service at Chet Street Gallery on Saturdays. 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 a range of clients including individuals, corporations, and charitable organizations.

Robert Tracy is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance, Culvers, and GNC. He also has experience at Michigan State University. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Timothy Kowalski is a financial advisor with Raymond James & Associates in Southfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2018, he worked for Ameriprise Financial Services, Inc. from 2009 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Daniel Gardner is a CFP® with 30 years of industry experience, currently advising at OSAIC since 2018. Prior to joining OSAIC, he worked for 23 years at Signator Investors, Inc. He serves as a board member of University Presbyterian Church and has participated as a guest speaker for Oakland University’s planned giving department. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to managed accounts and third-party money managers.

James Darden II is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has a background that includes roles at MassMutual Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is a solo attorney providing legal services and serves as an assistant swim coach at Wayne Memorial High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Omar Jackson is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Jeffrey Rogers is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, he spent three years at Detroit Labs. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Vonda Grant is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2012. She holds the Series 63 and Series 65 licenses and is based in Wyandotte, MI. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Thomas Gallant is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, including prior experience with Tambra Investments Inc. He also provides consulting services related to financial planning practice management and client acquisition through his business, TJG313 LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies.

Philip Sloan is a financial advisor at Stifel with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he performs occasionally as a member of an oldies band called The Magic Moments. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

Kyle Kuykendall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, Kuykendall was involved with Triple Threat Bets, LLC and NVIP, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option, while keeping those services separate.

Jonathan Boone is a financial advisor with LPL Financial based in Novi, MI. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and United Wholesale Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Steven Grimes is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at Raymond James since 2017 and previously spent significant time at Navigators and Principal Life Insurance Co. He owns Navigators Financial LLC, a support company for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.