David Long Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Thomas Warner is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and five years of industry experience. He has previously worked at Equitable Advisors, AXA Advisors, and operated InvestWise Wealth Management, INC., an independent advisory brand affiliated with Caitlin John, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement plan, institutional, and charitable clients through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services with both discretionary and non-discretionary management options.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She previously worked at INVEST Financial Corporation before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Jennifer Walker is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked with Lee E. Holland, CPA, CFP, from 2015 to 2017. Outside of her advisory role, she is a licensed notary public and owns businesses providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Ashley Hinson is a financial advisor at Ameriprise with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Alight Financial Solutions, First Citizen Investor Services, and First Citizens Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Doeren Mayhew Insurance Group, where he heads the life insurance division and works in employee benefits and business development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing research from internal and external sources and employing both discretionary and non-discretionary management strategies.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.

Carrie Fielder is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Susan Merrick is a financial advisor with LPL Financial in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2003. Merrick is also involved in selling fixed annuities, health, and fixed life insurance products. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios, third-party subadvisors, and technology-driven strategies.

Kyle Adams is a CFP® with two years of industry experience, currently with Cetera. Prior to joining Cetera, he worked at Michigan Financial Companies and has experience in financial planning and securities sales. He has also held positions outside finance, including work in landscaping and at a golf club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Jacob Newman is a Series 66 licensed financial advisor with Equitable Advisors, located in Plymouth, MI. He has one year of industry experience and previously worked at Fidelity Investments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary advisory solutions.

Bradford Newsome is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with OSAIC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Wasserman Wealth Management, and Merrill Lynch. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various asset classes.

Rachel Meekhof is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to her financial services career, she held positions at several companies including Memphis Pizza Cafe and Bayer CropScience. Charles Schwab & Co., Inc. serves a primarily high- and ultra-high-net-worth client base 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 SMAs and provides integrated brokerage, custody, and cash-sweep services.

Michael Ajlouny is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. 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 leverages proprietary research and model-based asset allocations to tailor client strategies.

Ernest Hughes is a CFP®-credentialed financial advisor with Raymond James Financial in Plymouth, Michigan, bringing 49 years of industry experience. He has been with Raymond James Financial Services since 1999 and has served as a joint executor for his mother since 2018. Outside of advising, he owns a support company, First Financial Strategies, Inc. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Christian Rebottaro is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has prior experience at Merrill Lynch and Bank of America. His earlier work includes roles at Michigan State University and a staffing startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies along with affiliated mutual funds and tax-efficient services.