Mary Fugelsang is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.

Ryan Kerchoff is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at Fastenal and WM, among others. Outside of his advisory work, he serves as an independent scout for Blue Dragon Hockey, a hockey consulting agency. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jaime Wolfe is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining OSAIC in 2024, Wolfe worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Wolfe co-founded and serves as Vice President and Treasurer of NBS Animal Rescue, a nonprofit focused on rescuing at-risk dogs. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct and manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Mark Thistlethwaite is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association, since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and modeled outcome simulations.

Dennis Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Canyon Realty LLC, where he has served as a real estate agent since 2007. Additionally, Richardson has ownership and supervisory roles in a third-party administrative firm, Michigan Pension Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to LPL Research and third-party model portfolios.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Angela Pepper is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017 following a year at National Planning Corporation. 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, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Brett Bergmoser is a CFP® with 28 years of experience in the financial industry and has been with UBS Financial Services since 1998. He is based in Rochester Hills, MI, and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to customize client plans.

Travis Leta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank NA since 2011. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christina Falahee is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 65 and Series 63 licenses and four years of industry experience. She has been with Morgan Stanley since 2021 and previously worked as a Health Plan Advocate and at Lifetime Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from a dedicated investment committee.

Michael Jordan is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and DWS Financial. Outside of finance, he has been involved with Red Run Golf Club for six years. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs.

Cameron Marnoch is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their savings and spending needs, helping to create comprehensive financial plans that align with both their short and long-term goals. Prior to this, Cameron served as a Planning Consultant at Fidelity Investments from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Throughout his tenure at Fidelity Investments, Cameron has developed experience in financial planning and client relationship management. He focuses on collaborating with clients to develop strategies that support their financial objectives. Outside of his professional work, Cameron has interests in comedy, concerts, food, golf, music, and volunteering.

Michael Mitchell is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, Inc. and Flagstar Bank, where he serves as an assistant branch manager and licensed banker. 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 provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Maxwell Graven is a Series 65-licensed financial advisor with Fisher Investments, based in Birmingham, MI, and has four years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at the University of Arizona, Valley Chain & Gear, Altria, Kidder Matthews, and Unite. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

James Mazure is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has worked previously in roles at Sugarbush Tavern, Rapid Home Lending, and other varied positions. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

Michael Hannosh is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held roles at Park Avenue Securities, Guardian Life Insurance Company, and is the CEO and owner of Mindful Peer Tech LLC, where he manages operations, sales, and product development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and advisory services supported by various portfolio management styles and affiliated research.

Garett Eschels is a financial advisor with Cetera in Birmingham, MI, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His background includes roles at Concourse Financial Group Securities Inc and American General Life Insurance. He also operates Eschels Financial Group Inc, focusing on insurance sales and service. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

Melannie Kleven is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services through a select group of Wealth Advisors.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.