Timothy Ely is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he assists with accounting records for his wife's dental practice. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate modeling techniques such as Monte Carlo simulations.

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.

Lord Degraffenreid is a financial advisor with LPL Financial in Troy, MI, holding the Series 66 designation and over 27 years of industry experience. He has been with LPL Financial since 2004 and is a partner and co-owner of Legacy Wealth Management Group, LLC. Outside of his advisory work, he is involved in a partnership operating a Famous Dave’s BBQ franchise. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various portfolio management options.

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.

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.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Thomas Bellos II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Bellos is involved with the nonprofit organization Empty Bowls Detroit, participating in planning and event preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

John Findling is a financial advisor with Raymond James Financial in Livonia, MI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Raymond James Financial since 2011 and with Raymond James Financial Services, Inc. since 2001. Outside of advising, he manages his own support company, John Findling and Assocs, where he serves as branch manager and producer, and he is also an agent for GBU Financial, focusing on fixed annuities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive emphasis on advisory roles that support client decision-making rather than discretionary management.

William Connell II is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed, Life Guide Financial Consultants, and Plymouth Advisory Group. He has also taught at Schoolcraft College and been involved with the Michigan Opera Theater. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Matthew Delisle is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Avery Ritz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Avery worked at W&S Brokerage and Western Southern Life and has a background that includes several years as a student. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios featuring mutual funds, ETFs, and ETPs.

Tricia Fitzsimons is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Zachary Zakaria is a financial advisor at Osaic with a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan Financial Companies and various positions unrelated to finance, such as managing a mobile detailing business and working at a trampoline park. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable accounts through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed account services.

Christian Mendyk is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2021. Prior to his career in finance, Mendyk held various positions outside the industry, including roles at Detroit Water Ice Factory and Fuzzy's Family Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.