John Boukamp IV is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has worked at Bank of America, N.A. and Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Wesley Mc Cann is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2024, following four years at Ameriprise Financial Services in various capacities. His background also includes roles at LogDNA and Lockheed Martin. 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 advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

David Blake is a Series 66-credentialed financial advisor with Raymond James & Associates in Birmingham, MI, where he has worked for eight years. Prior to joining Raymond James, he spent four years with Blakes Orchard & Cider Mill. Outside of his advisory role, he is a partner in Top of The Hill Cottage, LLC, a rental real estate business managed primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, drawing on a wide range of portfolio management styles and affiliated research.

Stephen Arkwright is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS since 1989. In addition to his advisory role, he has served as a FINRA Industry Arbitrator since 1995. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides custody, underwriting, and capital markets services.

Joshua Wade is a financial advisor at Edward Jones in Rochester, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served with the Bruce Township Fire Department from 2009 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Megan Ringwelski is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked in both academic and financial services roles, including positions at Central Michigan University and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and non-discretionary consulting, supported by a range of portfolio management styles and affiliated research.

Tyler Bush is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked within the J.P. Morgan organization since 2018, including roles at J.P. Morgan Chase Bank and Park National Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Michael Bochenek is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with LPL Financial since 2012. 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 model portfolios, third-party research, and advanced technologies.

Jack Muir is a Financial Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor (PIA) credential. Jack focuses on delivering personalized financial strategies that align with his clients' unique goals and priorities. He earned a Bachelor's degree in Finance with a minor in Financial Planning and Wealth Management from Michigan State University's Eli Broad College of Business. His professional expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and tax minimization. Jack is committed to building long-term relationships and providing guidance that evolves alongside his clients' financial needs. Originally from Birmingham, Michigan, Jack has lived most of his life there except for his time at Michigan State University and a year in Dallas, Texas. Outside of his professional work, he enjoys golfing, ice hockey, pickleball, and spending time with his family.

Stephanie Borg is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been affiliated with Bank of America and Merrill for 30 years. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Schummer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 13 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2012 to 2018 before joining Mass Mutual in 2018. Outside of his advisory role, he is the CEO and owner of Boulder Gaming & Collectibles LLC, a retail business specializing in sales of gaming products and collectible cards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools without discretionary authority over investments.

Thomas Jacobs is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 43 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Frances Hermes is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having seven years of industry experience. Frances has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, Frances worked at Meridian Health Plan and studied at Michigan State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Louis Runco is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of finance, he has a side business in sign installation. 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 institutions.

Jennifer Mcpartlin is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of her advisory role, she participates in ballroom dance competitions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings to provide tailored investment solutions.

Eric Dixson is a financial advisor with Ameriprise in Oxford, MI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial Services and Scottrade, where he worked for 16 years. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Caelan Smusz is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with approximately one year of experience in the industry. Prior to joining Morgan Stanley, he worked at Edward Jones and Dematic Corporation, and has been involved with organizations such as Grand Valley State University - LendGR and Elite Technique Hockey Clinic. He also has ongoing business activities with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and modeling techniques to support client financial plans and offers diverse investment and advisory services through its broad platform.

Brandon Mudloff is a CFP® professional with 18 years of experience in financial advising. He is currently with Morgan Stanley, having joined in 2023 after seven years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes and generally acts in an advisory capacity for financial planning services.

James Guest is a financial advisor with Wells Fargo Clearing in Rochester Hills, MI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tracy Van Sumeren is a financial advisor at Merrill with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1985, also associated with Bank of America since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.