Jaue Hwa Huang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1991 and serves clients across 26 states, including national and global companies, small and medium-sized businesses, as well as individuals. Her approach to wealth management focuses on listening to clients' needs and developing personalized financial strategies aligned with their long-term goals. Utilizing investment insights from Merrill and banking services from Bank of America, she addresses various aspects of clients' financial lives. Jaue Hwa holds a Bachelor of Science degree from Clemson University and master's degrees from Rutgers University and Central Michigan University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Jaue Hwa is involved in community service, serving on the boards of the Dearborn Symphony Orchestra and the Salvation Army Great Lakes Division Executive and Advisory Boards. Her personal interests include music, spending time with family, and traveling.

Bruce Baja is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior experience at RFC Financial Planners and various other roles including work at Bloomfield Hills Country Club and Michigan State University. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad advisory network and a range of portfolio management styles.

Benjamin Cobb is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked five years at Equitable Financial/Equitable Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Richard Maas is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Berry & Maas Consulting, Inc. and Genesis Financial Partners, and owns Maas & Associates Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Scot Pardo is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including fee-based 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 financial plans.

Teddie Eisenberg is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Eisenberg worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and demographics. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rachel Mc Govern is a financial advisor at Edward Jones in Belleville, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked at Romulus Athletic Center and with the Kelley Family. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Lienert is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. His prior work includes roles with Chicago Fire FC, Ilitch Sports & Entertainment, Legends Hospitality, and Los Angeles Football Club. He is also involved with Brandt Real Estate. LPL Enterprise, LLC serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a comprehensive platform that integrates investment advice with other financial products.

Anne Schimmel Beck is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior experience includes roles at Avantax Advisory Services and Cetera Wealth Services. Outside of advising, she teaches yoga classes and serves as president of the Reach Out Children's Fund, a nonprofit focused on improving conditions for children in Peru. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to various model portfolios and research.

Pamela Leist is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her work history includes roles at Matheson Heating & Air Conditioning and Master Craft Carpets, Inc. Outside of financial advising, she is involved with Help Me Carry, LLC, providing firearms training in White Lake, MI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

Kazuma Bals is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in mortgage lending at USA Mortgage and Highlands Residential Mortgage. He also has experience in educational roles at Northwood University and at the high school level. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a formal advisory role for multiple registered investment companies.

Steven Case is a Certified Financial Planner® with 36 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities Corp and National Planning Corporation. Outside of his advisory work, he owns a digital marketing company and leads ReallyMake, a digital asset app development business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Holly Duthie is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 26 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Peter Nielsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth families to help them avoid unnecessary taxes and take defined risks, ensuring personalized financial strategies without delegation to associates. His expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter manages discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Peter holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Bloomfield Hills Andover High School. Outside of his professional role, Peter enjoys dancing, singing, and spending time with his family.

Bryan Foster is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gabrielle Mccarthy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Prior to this, she was involved with 105AD LLC and BDM Contractors, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. Their approach incorporates an ESG eligibility framework and focuses on non-discretionary advice, with clients retaining final decision-making authority.

Scott Jasman is a financial advisor with LPL Financial based in Plymouth, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has been with LPL Financial since 2011. Outside of his advisory role, he is a business owner of a local pizza restaurant. LPL Financial serves individuals, retirement plans, banks, credit unions, 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 services supported by research and model portfolios from internal and third-party sources.

David McMillin is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios and Ambassador Advisors, LLC. Outside of his advisory role, he serves as a church elder at Grace Church of Taylor. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a variety of investment options across discretionary and non-discretionary accounts.

Donald Nurkala III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment planning and advice to corporate executives, entrepreneurs, and affluent families. Donald is a qualified Portfolio Manager who builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis through the firm's Investment Advisory Program when applicable. Donald joined Merrill Lynch in 2000. He holds a master's degree from Wayne State University and a bachelor's degree from Michigan Technological University. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. In addition to his advisory role, he serves as a board member for the Huron Valley Chamber of Commerce and is a Graduate of Leadership Oakland.

Raymond Rondy II is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, while offering both retail and institutional investment solutions.