James Melstrom is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Raymond James since 2018 and previously spent 18 years at UBS Financial Services. Melstrom serves on the board of directors and acts as treasurer and head of fundraising for Islam Really Cares Corp, a nonprofit organization focused on charitable giving. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Michael Thorstad is a financial advisor with Robert W. Baird & Co. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning, portfolio management, and consulting services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary and non-discretionary management.

Ryan Davis is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including a prior role at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and third-party managers.

John Baxter III is a financial advisor at Merrill with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 1987, including 15 years with Bank of America, N.A. in Bloomfield Hills, MI. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Surman is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. He began his career as a Wealth Management Banker at Bank of America from 2003 to 2009, followed by roles as a Financial Advisor at Morgan Stanley and Merrill Lynch before joining Fidelity Investments as a Financial Consultant in 2013. Throughout his career, Bradley has worked with wealthy individuals and families to develop long-term financial plans and provide education to help clients avoid common financial mistakes. His approach emphasizes planning, honesty, education, collaboration, and diligence. Outside of his professional work, Bradley enjoys attending concerts, cooking and baking, playing golf, watching movies, listening to music, and going to the theater.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrew Bastian is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and Michigan Securities, Inc. Outside of his advisory role, Bastian is involved in tax preparation through his own firm and teaches classes on estate and tax planning. He is also licensed as a real estate agent, assisting clients with buying and selling homes. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutions, offering a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and multiple investment platforms to build customized portfolios, supporting both discretionary and non-discretionary management.

Jeffrey Smaka is a financial advisor with J.P. Morgan Securities in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a long tenure with JPMorgan Chase Bank and Bank One dating back to 1997. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Robert Garbutt is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill since 2005. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Hawker is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at several golf clubs and the University of Michigan, reflecting involvement in athletics and community settings. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes various LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Jessica Gibbs is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stifel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to deliver personalized, tax-aware recommendations.

Andrew Bryant is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Carnaghi Structural Consultants and Two Men And A Truck. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing 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 a broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Nicklaus Serafini is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Comerica Securities, Ameriprise Financial Services, PNC Investments, and Oppenheimer. Outside of his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC as a financial advisor. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Joshua Slayton is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Raymond James Financial Services and the Rochester Mills Beer Company. His background also includes academic positions at Grand Valley State University and consulting work with J5 Consulting and Construction Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

Susan Moore Bommarito is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has worked at Raymond James since 1999 and at Roney & Co. since 1992. She holds Series 63 and Series 65 licenses. 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting through a variety of portfolio management styles and affiliated research.

Nickolas LaLonde is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to understand their personal priorities, preferences, and values, providing coaching and strategies aligned with their financial goals. Prior to joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2019 to 2022 and completed an internship in wealth management at Merrill Lynch in 2018. Throughout his career, Nickolas has focused on delivering financial planning and wealth management services tailored to individual client needs. His professional experience spans several years in the financial advisory field, where he has developed expertise in client-focused financial strategies. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

David Aycock is a financial advisor at UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Marcotte is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a prior tenure at Hilliard Lyons beginning in 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dale White is a CFP®-designated financial advisor with Raymond James Financial in Troy, MI, bringing 23 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc. since 2010 and has been involved with McFawn Financial Holding Company, LLC, and McFawn Financial Services Group, LLC since 2008. Additionally, he is the owner of White CPA Group, PLLC. 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 clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public-finance work.

Michael Mcclintock is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors for seven years. Mcclintock is also involved with Nova Retirement and Wealth Solutions, a DBA related to his LPL business activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.