Daniel Yutzy is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and Baldwin Capital Management since 2020. Outside of his advisory role, Yutzy is involved with Baldwin Capital Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, and brokerage services incorporating both discretionary and non-discretionary management, supported by research, model portfolios, and various investment strategies.

David Senatore is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and advanced modeling tools.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its role in advisory services for multiple registered investment companies and fund-of-funds.

Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Walter Schram is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise since 2017, following an 11-year tenure at UBS Financial Services. Schram holds the Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Erik Robertson is a financial advisor at Edward Jones in Livonia, MI, holding a Series 66 designation. He has prior experience at Rocket Companies from 2017 to 2026 and served in the United States Marine Corps from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Brawn is a financial advisor with Edward Jones in Ypsilanti, MI, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of America for six years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dmitry Arshansky is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial since 2009. He is based in Farmington Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Vanessa Thomas is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jeff Probst is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2005. From 2019 to 2020, he was involved with Beach House Apartments, LLC. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Zakary Keasey is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley in 2019, he worked at Canaccord Genuity from 2013 to 2017 and had brief roles at Amazon and Lowes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and 2019 respectively. Outside of his advisory role, he operates several businesses including a motorsport parts company, a mobile DJ service, and a handmade writing utensil and goods retailer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 credentials and has worked with various J.P. Morgan entities since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jonathan Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at Edward Jones from 2016 to 2019. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Arun Suri is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 34 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 27 years at Signator Investors, Inc. He is also licensed as a health insurance agent and has been involved in the sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing tools such as asset-allocation frameworks and automated rebalancing to manage portfolios across a range of asset classes.

Jonathon Sermo is a financial advisor with Ameriprise in Livonia, MI, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of his advisory role, he is involved with Clarity Tax Professionals, LLC, assisting with tax preparation and document management. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports and combining research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Amy Bolda is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service geared toward clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centrally delivered, non-discretionary service that supports Ameriprise financial advisors.

Michael Schlegel is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2019, following six years at Waddell & Reed. In addition to his advisory role, he is involved with various insurance carriers through W&R Insurance Agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Fernando Leon is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Encore Service Group LLC, Employbridge, Moore Nelson Routes, Coralogix, Looker, Inc., and HubSpot, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.