John Lokar is a financial advisor with Raymond James & Associates in Novi, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Kaiako Kaaumoana is a Series 66 licensed financial advisor with UBS Financial Services, based in Farmington Hills, MI. He has three years of industry experience, including prior work at Intel Corporation and service in the Oregon Army National Guard. Kaiako has been with UBS since 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Eric Metzger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities and was involved with the Novi Ice Dragons from 2018 to 2020. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating with over 14,000 advisors and managing approximately $671 billion in assets. The firm combines research from internal and third-party sources to deliver diversified investment solutions and offers a broad range of financial products through its affiliates.

Joseph Molloy is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Lesner is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Comerica Securities for 18 years, followed by several roles at Ameriprise Financial Services. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Richard Kidwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Frank Griffo is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Gregory Kirchmeier is a financial advisor with Edward Jones in Hartland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Alison Mueller is a financial advisor at UBS Financial Services in Plymouth, MI, holding a Series 66 designation with two years of industry experience. She previously worked at Plante Moran PLLC for six years and spent one year at Omnivere. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Daniel Donohue Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 38 years of industry experience and has worked with MassMutual and its affiliated firms since 1996. Outside of advising, he is involved as an insurance agent, including work related to life settlements. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation requiring separate arrangements.

Sarah Horn is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2019. Prior to her current role, she spent ten years at Jartll Corp and had a brief tenure at Shades Optical. Raymond James & Associates is a dually registered broker-dealer and investment adviser serving individuals, institutions, and public entities. The firm offers wealth advisory planning, investment consulting, and specialized municipal and public finance services through a large network of over 5,400 advisors and an extensive affiliate structure.

Jason Arbetter is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he worked at Securities America Advisors and Securities America Inc., with a combined tenure from 2010 to 2019. Outside of his advisory work, he serves as Treasurer for the Bend Paddle Trail Alliance, a nature society. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based solutions.

Sheila Lobb is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. Her prior work includes nearly a decade at Tri-County Nurses Plus LLC and a role at Home Instead Senior Care. She is the founder and secretary of the TASKK Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by firm research and an extensive affiliate network.

Christopher Alsobrooks is a financial advisor with Charles Schwab in Novi, Michigan, holding a Series 66 credential and 10 years of industry experience. His career includes roles at TD Ameritrade, LPL Financial, Old National Bank, and Scottrade, with his current tenure at Charles Schwab beginning in 2022. 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 multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Tari Saylor is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Saylor has been with Merrill since 1983. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Bryan Moreen is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2009. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Troy Yaldoo is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, tax-management strategies, and municipal advisory services, supported by internal research and the use of artificial intelligence in client advice.

Veronica Brunetti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jonathan Strong is a financial advisor at UBS Financial Services in Troy, MI, holding a Series 66 designation and possessing 20 years of industry experience. He has been with UBS Financial Services since 2013. 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, providing a broad range of capital markets and research resources to its clients.

James Cross is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages conflicts when providing fee-based advisory services.