Thomas Aubrey is a financial advisor at Edward Jones in Birmingham, MI, holding Series 63 and Series 66 licenses with 18 years of industry experience, all at Edward Jones since 2008. He serves as a board member of Precision Inventory, LLC. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors. The firm offers various advisory strategies, affiliated investment products, and operates under a fiduciary standard.

Delores May is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. Her prior roles include positions at Jackson National Life Insurance Company, Wells Fargo Clearing, and PNC Investments. She volunteers with the League of Women Voters and serves on the board of the Lake Breeze Association. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its affiliated entities.

Enmar Alayoubi is a Series 66-designated financial advisor with 14 years of industry experience. He has worked at Fisher Investments since 2022 and previously spent eight years at Fidelity, including four years with Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach, combining quantitative and qualitative research, and employs tax-aware processes and risk management techniques.

Jonathan Modiano is a financial advisor at RBC Capital Markets with 22 years of industry experience. He previously worked at UBS PaineWebber Inc. for over two decades before joining RBC in 2025 and later City National Bank in 2026. Outside of his advisory role, he owns Raise the Bar Gym LLC, a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management, financial planning, and brokerage services.

Paul Monacelli is a Series 66-licensed financial advisor with UBS Financial Services in Lake Orion, MI, where he has worked since 2009. He has 20 years of industry experience. Outside of his advisory role, he manages family-related business entities involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Jill Mills is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Waterford Bank N.A. and Clarkston State Bank. Outside of her advisory role, she owns and operates Jill's Oven & Bakery LLC, a home bakery. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that utilizes firm-approved tools and specializes in both direct and corporate financial planning services.

Joseph Thomas is a CFA® charterholder based in Bloomfield Hills, MI, with 19 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at Thomas Financial Company LLC and FSC Securities Corporation. Thomas is a partner in a retirement planning and investment services firm where he meets directly with clients to discuss financial planning. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a large network of advisers. The firm offers a range of services such as brokerage and advisory offerings, retirement plan consulting, and access to third-party money managers, utilizing asset allocation tools and automated rebalancing to construct portfolios across a variety of investment types.

Lindsey Mason II is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Lindsey provides financial planning and investment advisory services to clients. Further details regarding his experience, specific expertise, education, credentials, personal interests, or community involvement have not been provided.

Jessica Brannan is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following five years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Logan Davies is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage and JM Outreach Solutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Jarrett Broecker is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at the United States Property & Fiscal Office of Michigan, The Home Depot, the Michigan Army National Guard, and Fenton Township. He is based in Troy, Michigan. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a methodology that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and advisory roles to registered investment companies and fund-of-funds.

Michael Block is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Citigroup Global Markets since 2004 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Dennis Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Innovative Financial Inc. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Innovative Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and affiliated and third-party managers.

Laurie Orner is a CFP® professional with 26 years of experience, currently affiliated with Merrill and Bank of America. She has been with Merrill since 1999 and Bank of America since 2013. Laurie serves on the landscaping committee of a homeowners association in Troy, Michigan. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a range of individual and institutional clients.

Susan Brown is a Series 66-licensed financial advisor with Edward Jones in Sterling Heights, MI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.

Cameron Stiles is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been associated with Strategic Financial Services and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, model portfolios, and retirement plan consulting services.

Charles Powers is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at CapStone Wealth Management, Barton Malow, and involvement with Young Entrepreneurs Across America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

Christopher Nauer is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses from its Global Investment Committee.

John Kulhavi is a financial advisor with Raymond James & Associates holding a Series 66 designation and 28 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. for 18 years and Wells Fargo Clearing Services for 3 years. Outside of his advisory work, he holds power of attorney for his parents in Macomb, Michigan. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.

John Ekleberry is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been licensed in the brokerage industry since 1987 and joined Merrill in 1999. John works with individuals, families, and business owners to manage investment portfolios, plan for retirement, and execute estate transfer plans. His approach emphasizes a disciplined, long-term investment strategy that aligns with clients' risk tolerance and financial objectives. John’s expertise includes college education planning, liquidity management, personal retirement planning, portfolio management services, and individual and corporate investment strategy, with a focus on fixed income securities. He holds a Bachelor of Finance degree from Michigan State University and has earned the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Personal Investment Advisor designation. John has been married to his wife, Ann, for 36 years. They have four children and five grandchildren. Outside of work, he enjoys reading, walking, golfing, spending time with his family, and traveling. He and his family also enjoy time at their cottage up north.