Eric Chandler is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Brady Morrison is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and 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 provides a broad range of capital markets and research resources to its clients.

Marcia Moore is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that use analytical models such as Monte Carlo simulations.

Kay Durow is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for his spouse and as a standby guardian for his brother. Wells Fargo Advisors provides investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by research from Wells Fargo Investment Institute and a range of brokerage and advisory solutions.

Rose Bryant is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes a long tenure at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Daniel Sakalian is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and offers planning services that integrate market-based modeling techniques.

Michael Lienert is an advisor with LPL Enterprise holding a Series 66 designation. He has zero years of industry experience and previously worked in the sports and entertainment sectors, including roles at Ilitch Sports & Entertainment and Chicago Fire FC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services including trust custody and insurance products.

George Zobian is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for five years and spent nine years at Questar Asset Management and Questar Capital Corporation. In addition to advisory work, he is an insurance agent involved in selling approved insurance products and annuities. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various strategies including discretionary UMA and third-party manager options.

Charles Snyder is a financial advisor with LPL Financial, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, United Securities Alliance, Inc., and Cambridge Investment Research, Inc. Since 2023, he has been affiliated with LPL Financial and also operates Vigilant Financial Services, an investment-related business connected to his LPL practice. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shane Wummel is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His previous work includes roles at SGW Holdings, LLC, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

Paul Buckles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes nine years at Raymond James & Associates and prior roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jill Nester is a financial advisor with UBS Financial Services in Birmingham, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2000. UBS Financial Services 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 plans based on clients’ goals and risk tolerances.

Elliott Hurford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fifth Third Bank NA for nine years before joining LPL Financial in 2020. Outside of his advisory role, he is a commissioned notary and operates a consulting business for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Russell Henry is a financial advisor at Raymond James Financial Services Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2002. Outside his advisory role, he is involved with Sand Key Capital, a real estate brokerage, and holds a non-variable insurance agent position. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations, such as a municipal advisor and specialized SIMPLE IRA programs.

Christopher Ohlert is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. He is also involved in several financial services ventures, including ownership roles in United Planning Group and UPG Financial, and holds a position as president of COHLERT LLC. Additionally, he sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary investment authorities.

Sara Uh is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Troy, MI. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. from 2018 to the present. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Luke Krupp is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his advisory role, Krupp held positions at Shipt, Threshold (DTE Sales), and Uncommon Consulting Group. He is also the owner of Krupp Painting, a small painting business he has operated since 2019. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary programs and offering ERISA fiduciary services to qualified plans.

Alyssa Flevaris is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include financial advising at Financial Independence, LLC and work in education at Michigan State University and Schoolcraft College. Outside of finance, she has worked as a waitress at Highland House Restaurant since 2018. Equitable Advisors serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Kevin Nowakowski is a CFP® professional with over 30 years of experience at UBS Financial Services, where he has worked since 1993. He holds Series 63 and Series 65 licenses and is based in Troy, MI. 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 tailor advice to client goals and risk tolerances.

Dana Davis is a financial advisor at Morgan Stanley in Troy, MI, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.