Frank Banks is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He has also worked with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Darcy Andrews is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Andrews worked for The Huntington Investment Company from 2009 to 2021. He holds Series 63 and Series 65 designations. 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, employing proprietary research and model-based asset allocations to tailor client plans.

Daniel Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Jennings Wohl Group within the Global Wealth and Investment Management group at Merrill. Daniel applies his capital markets experience to design customized portfolios aligned with clients' objectives, time horizons, cash-flow needs, and investment preferences. He is skilled in communicating complex topics clearly and is knowledgeable in trust and estate planning, customized credit, wealth strategy, and philanthropy. Prior to joining Merrill, Daniel spent over ten years with JP Morgan's Private Bank, where he held increasing responsibilities and served as an Executive Director, running the investment practice for the State of Michigan and directing ten investment professionals. He began his financial services career in 2006. Daniel holds a Bachelor's Degree from the University of Michigan, where he was a member of the basketball team, earning Academic All-Big Ten honors and the Bodnar Academic Achievement award. He is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He serves on the boards of the Jewish Federation of Ann Arbor and the Michigan Jewish Sports Foundation. Daniel resides in Ann Arbor with his wife, Sara, and their three children.

Timothy Sudz is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2008 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Olson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering goal-based financial guidance tailored to clients' priorities. He works with individuals and families to develop personalized strategies for investing, retirement planning, wealth preservation, and achieving financial goals. Christian's expertise includes college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his current role, he built his career in corporate finance, where he partnered with business leaders on financial planning, analysis, and profitability optimization. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. In his personal life, Christian enjoys boating, football, golfing, soccer, spending time with his family, and traveling.

Rukiya Nur is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at the State of Michigan Unemployment Insurance Agency for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Ryan Plovie is a Series 66 credentialed financial advisor with 21 years of experience. He has been with Merrill since 2004 and also works with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Camille Harrison is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial and as an independent financial advisor since 2012 and previously worked at Ameriprise from 2010 to 2012. Outside of advising, she serves as vice president of a sustainable farming operation. 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 services, including financial planning and model portfolio programs, and supports advisors with technology and extensive operational resources.

Carmen Haag is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and its predecessor entities since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a range of financial topics, separate from managed-account services, and conducts periodic reviews of recommendations.

Randy Malloy is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Hantz Financial Services before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Kurtis Beethem is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory work, he presents investment-related seminars through White Glove Workshops. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Gasper is a CFP® professional affiliated with UBS Financial Services in Troy, MI, with 24 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Gasper is involved with Stand Up for Financial Literacy, where he advocates for financial education and participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Brandon Ford is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at Wintrust Financial. Prior to his financial career, he held various roles including at Rumbi Island Grill and Hillcrest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

William Monteith is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill before joining Linsco Private Ledger, where he has been since 2005. Monteith is based in Farmington Hills, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Julie Shaw is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with UBS Financial Services since 2015. 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 utilizes proprietary research to tailor investment strategies to client goals.

Kristen Hassett is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 22 years of industry experience. She has worked at Bank of America and Merrill since 2016. Outside of her advisory role, she owns Blue Fairy Farms LLC, a limited liability company through which she sells handmade crafts and plants. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Ceaser is a CFP® with 19 years of industry experience, currently advising at Cetera. He has been affiliated with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in fixed insurance sales, including life and health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Nicholas Weidner is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise, Citizens Securities, Citizens Bank, and several other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize client-directed implementation and a variety of portfolio management styles.

Laura Voigt is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, following two years at MetLife Securities Inc. and ongoing affiliation with MassMutual Life Insurance Co since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without investment discretion.

Eric Singer is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and data analytics.