Nivjola Lamani is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is a sole proprietor of a real estate and property rental business, with minimal personal involvement in day-to-day management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Amber Atkins is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Comerica Bank and The Darren Findling Law Firm, PLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Chase Meulebrouck is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2025, he worked at Merrill from 2022 to 2025. His background includes various roles outside finance, including positions in the restaurant and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Timothy Tenbusch II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been associated with JP Morgan Chase Bank since 2014. Outside of finance, he is involved in a construction business, Tenbusch Construction and Equipment Leasing LLC, where he serves as an owner and partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Robert Parks is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Madalena Piedmonte is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Huntington Private Bank, and spent time at Universal Cleaners and Michigan State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Hall Jr. is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2007 to 2019 before joining Wells Fargo in 2019. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Clark is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. He previously worked at Royal Alliance from 2015 to 2021. Outside of his advisory role, Clark is involved in managing Blumark Financial Advisors, a practice management entity, and is a partner in Blumark Tax Advisors, a tax preparation firm. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, supported by a centralized consulting team.

Steven Kus is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has served as owner and branch manager of Birmingham Wealth Partners since 2019 and previously worked at Hilliard Lyons for 16 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs.

Ross Haffey is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Rocket Mortgage and Chemical Bank. Outside of finance, he is a part-time baseball coach at Origin Athletics, a baseball training facility. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of advisory programs and investment strategies.

Corey Doyle is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and totaling seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Tractor Supply Company from 2010 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and includes derivatives and commodities capabilities.

Paul Toby is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes fiduciary financial planning, principal trading, and affiliated banking programs.

Ryan Caraway is a financial advisor with Merrill in Oxford, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Merrill during multiple periods since 2015 and has been with Bank of America, N.A. since 2019. 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.

Neil Bitzer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with LPL Financial since 2020 and previously spent 15 years at Royal Alliance Associates, Inc. Bitzer also operates BBCM Financial Services, LLC and has managed the Professional Affiliation Program since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Eric Birch is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with LPL Financial. He previously worked at JP Morgan Securities from 2013 to 2020. Birch is involved with Capstone Tax Services, LLC, where he provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Richard Tropea is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he serves as Chairman of the Board for the Birmingham Bloomfield Symphony Orchestra. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Karen May is a financial advisor with Mass Mutual Investors Services in Clarkston, MI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Mass Mutual Investors Services since 2011 and has been associated with MassMutual Life Insurance Company since 2010. In addition to her advisory role, she is a licensed health and life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process and offers a range of programs including estate-settlement and employer-sponsored planning.

Dominic Oddo is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. His career includes roles at Greystone Golf Club and Banquet Center, Walsh College, and Macomb Community College. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Brandon Love is a CFP® with 22 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. He previously worked at J.P. Morgan Securities for 13 years and was involved with the Troy Sting and Troy Hornets from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and research.