Scott Rentz is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various divisions of Fidelity since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Joel Ehrhardt is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets services.

Faith Marzolf is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, she held roles at Merrill Lynch Wealth Management, ITW Global Automotive, and Oakland University. She is also commissioned as a notary in Rochester, MI. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Fei Teng is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Teng had roles at Michigan State University and X-Tax. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include 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.

Thomas Shook is a Financial Consultant I currently working at Fidelity. He has been with Fidelity since 2021, serving in roles including Investment Management Consultant and Planning Consultant before his current position that began in 2025. Prior to joining Fidelity, Thomas worked at Morgan Stanley and E*TRADE by Morgan Stanley as a Financial Advisor and Financial Consultant, respectively, from 2018 to 2021. Thomas takes a relationship-centered approach to financial consulting, focusing on helping clients navigate financial decisions with confidence and clarity. His professional experience spans investment management and financial planning, supporting clients through various stages of their financial journey. Outside of his professional work, Thomas has personal interests in golf and traveling.

Ryan Hansinger is a financial advisor with Equitable Advisors in Rochester, MI, holding Series 63 and Series 66 licenses and bringing five years of industry experience. He has held roles at Morenci Brothers Holding Group, The Productivity Team, and JPMorgan Chase Bank. In addition to his advisory work, Hansinger serves as Director of Operations at AT Aspen LLC and participates as a networking member of the Rochester Regional Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Ryan Barrett is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Raymond James since 2011 and is a 50% owner and partner in B&T Wealth Management, LLC, which supports his Raymond James practice. Barrett also owns RPB Financial Management, a support company, and holds a 50% ownership interest in R&R Investment Holdings, LLC. 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, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and modeling to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Kouya Takeshita is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMORGAN Chase Bank, N.A., and involvement with several small businesses such as Detroit Wing Company and Funding Pros LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a centralized due-diligence framework. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Jeffrey A. Cohen is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 28 years of experience in the financial services industry. He holds a bachelor's degree from the University of Michigan, where he was a three-year letterman and competed in two Rose Bowls and one Sugar Bowl under Coach Bo Schembechler. In 2004, Cohen was inducted into the Michigan Jewish Sports Hall of Fame. Cohen specializes in wealth management for high-net-worth individuals and families, corporations, endowments, and foundations. He works closely with clients to develop and maintain investment plans aligned with their personal and financial objectives. His areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, and services tailored to women and wealth, non-profits, and corporate investment strategies. He holds the Personal Investment Advisor (PIA) designation and is affiliated with professional organizations such as the Michigan Jewish Sports Foundation and the University of Michigan Club of Greater Detroit.

Nicholas Wilkie is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Mara Shiffman is a Financial Consultant currently working at Fidelity Investments since 2024. She has an extensive background in financial services, having held roles such as Investment Consultant at Fidelity Investments from 2021 to 2024 and Wealth Advisor at Schechter Wealth from 2020 to 2021. Her experience also includes positions as a Credit Analyst at TCF National Bank, Vice President and Institutional Consultant at Boyd Watterson Asset Management, Client Advisor at JPMorgan Asset Management, Institutional Consultant at Morningstar, and Wealth Advisor at New England Financial. In her role as a Financial Consultant, Mara partners with clients to create personalized financial plans that address their specific goals and life circumstances. Her work encompasses comprehensive financial planning including tax-efficient investment strategies, retirement income planning, insurance solutions, and wealth-transfer strategies. She takes a collaborative and client-focused approach to assist individuals in making informed financial decisions throughout different stages of life.

Jennifer Davis Papa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She previously worked at Merrill and Bank of America, among other firms. Jennifer holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Amanda Bell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith for 12 years before joining Raymond James in 2019. 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, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various specialized programs.

Maria Baron is a financial advisor with J.P. Morgan Securities in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her work history includes positions at Merrill, Bank of America, and JPMorgan Chase Bank NA. Additionally, she oversees an Etsy boutique started by her daughter, supervising product design and online sales. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Woodhouse is a financial advisor with Ameriprise in St. Clair Shores, Michigan, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Woodhouse owns Detroit River Outdoors, a business specializing in outdoor clothing apparel. Ameriprise serves individuals approaching or in retirement with a retirement-income planning service tailored to those meeting specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Adams is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicole Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial services. She holds the Chartered Retirement Planning Counselor™ (CRPC) designation as well as the Personal Investment Advisor (PIA) certification. Nicole specializes in areas including college education planning, liquidity management, retirement income, managing new wealth, portfolio management, and socially responsible, values-based, and ESG investing. She is also focused on supporting women and wealth. Throughout her career, Nicole has gained broad expertise across various financial products and services. She plays a key role in developing customized strategies for clients and diligently implements the tactical measures that support each client’s overall financial plan. Nicole earned her High School Diploma from West Bloomfield High School. Outside of her professional responsibilities, Nicole enjoys spending time with her family, including her daughter and three grandchildren. She also has two rescue dogs and pursues interests such as cooking, hiking, traveling, watching movies, and engaging in home improvement projects.

Heather Subran Marsh is a Series 66 licensed financial advisor with five years of industry experience. She is currently affiliated with J.P. Morgan Securities, having previously worked at Merrill and Bank of America in various roles since 1998. 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 broker-dealer and investment advisory registrations, delivering non-discretionary asset allocation recommendations supported by a centralized due-diligence framework.

Hussein Sobh is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in various roles at Louis Vuitton, Lululemon, and other organizations. He maintains outside employment with Louis Vuitton. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Connor Duncan is a Financial Advisor with Merrill Lynch Wealth Management, having joined the BDGSW Group in 2022. He is dedicated to assisting clients with a range of financial needs, including retirement preparation, college education planning, and guiding investors new to the industry. Connor emphasizes a disciplined and balanced approach to financial goals, focusing on client priorities and financial wellness. Connor holds FINRA Series 7, Series 63, and Series 65 registrations and the Personal Investment Advisor (PIA) designation. He graduated Cum Laude from Lake Forest College in 2020 with a bachelor's degree in finance. During his time in college, he was a student-athlete for four years and served as captain of the Men's Hockey Team for two years. Prior to joining Merrill, he gained experience as an internal wholesaler at TrueShares, an ETF boutique, and as an analyst servicing institutional investors at Tegus in Chicago. Outside of work, Connor enjoys playing hockey and golf. He has lived in several cities, including Raleigh, North Carolina; Calgary, Alberta; and Chicago, Illinois, before returning to Michigan, where he currently resides in Berkley with his fiancé Mary and their dog Rory.