Erin Chevrette is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at General Motors for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Kimberly Gagne is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 12 years of industry experience. She has worked at Raymond James since 2016 and has also held roles at New World Financial and Center Street Wealth Strategies. Outside of advisory work, she serves as an independent contractor providing client service and paraplanning support at New World Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs or other providers.

Reuben Rashty is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and previously spent three years at Fifth Third Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning leverages structured discovery conversations and approved planning tools without offering individual security recommendations as part of their standalone planning services.

EL Forbes is a Planning Consultant currently working at Fidelity Investments since 2026. In this role, they engage directly with clients to provide financial planning services. EL's approach to financial advising is guided by the values of service, trust, and prioritizing people, reflecting the principles formed during their upbringing in a large family. They strive to make complex financial decisions more accessible and to empower clients to proceed with confidence. Outside of their professional work, EL has interests that include art, cooking and baking, family activities, fitness, food, and social events with friends.

Matthew O'Brien is a financial advisor with Edward Jones in Farmington, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at MacLean Fogg and Master Automatic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

Michael Graziani is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at UBS Financial Services for nine years and has been with RBC Capital Markets and City National Bank since 2020. Outside of his advisory role, he is involved with The Detroit Athletic Club as a social and athletic member and may serve as chairman of its bowling league. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through a range of advisory programs.

Lindsay Smith is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Osaic and previously worked for Jackson National Life Distributors LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of advisory and brokerage services supported by a model-based investment process and a large multi-advisor platform.

Zachary Goldman is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held positions at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. He holds Series 63, 65, and 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stuart Solomon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities 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 and financial planning services backed by extensive research and firm-approved tools.

Robert Bradley is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of his advisory role, Bradley manages SSRB Group LLC, a real estate buying and selling business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and employing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Rachel Freyre is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Northville, MI, and has five years of industry experience. Her prior roles include positions at Wells Fargo Bank, Key Bank, and a background in higher education. Outside of her advisory work, she has experience as a property owner and manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated services.

Angela Braswell is a financial advisor with Primerica Advisors in Southfield, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional clients.

James Bertrand is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Scott Bennett is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at UBS Financial Services Inc. from 2008 to 2019. Bennett is a board member and finance/investment committee member of the Catholic Foundation of Michigan. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Sicklesteel is a Certified Financial Planner (CFP®) with 28 years of industry experience, including 26 years at UBS Financial Services in Birmingham, MI. He holds Series 63 and Series 65 licenses and has spent his entire recent career with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Lawrence Stack is a CFP® and ChFC® with 43 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at JHFN Signator Inv Inc. He also holds a Vice President role in financial planning at Michigan Financial Companies, focusing on sales and marketing of securities and insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management strategies.

Reagan Hamilton is a financial advisor at OSAIC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., Securities America Advisors, and The Firm Advisors. He also works as an independent contractor providing fixed insurance referrals and serves as a financial consultant involved in sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Michelle Hugmeyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria in its recommendations.

Paige Mason is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. She has been with Merrill since 2017 and previously worked at Hennes & Mauritz (H&M) for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Arnott is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.