Hannah Lange is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Her prior experience includes roles at the Richard DeVos Graduate School, Gavin & Associates–Raymond James, and Northwood University. Outside of finance, she worked briefly at StreamSide Restaurant. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristina Mc Grath is a financial advisor with Edward Jones in Bloomfield Hills, MI. She holds a Series 66 designation and has been working at Edward Jones since 2023. Prior to entering the financial industry, she gained experience in hospitality and retail sectors, including roles at J. Alexander's and Great Harvest Bread Company. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Amanda Deveaux is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Morgan Stanley since 2023 and was previously with Ameriprise for eight years. Outside of her advisory role, she is involved with two Michigan-based businesses focused on event planning and staffing services. Morgan Stanley Wealth Management serves individuals and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including scenario modeling, to support its services.

Daniel Cetnar is a CFP® professional with 17 years of experience at LPL Financial in Troy, MI, where he has worked since 2009. He is also involved in teaching, serving as faculty in the Personal Financial Planning Program at Oakland University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Dominic Polidori is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Morgan Stanley and J.P. Morgan in various capacities. He also serves as an advisor for the Alliance of M&A Advisors in Detroit, providing networking and content support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and analysis.

Connor Brannagan is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 license and three years of industry experience. Prior to joining Raymond James, he worked at EOTECH INC and has served as a Marine Corps Reservist since 2017. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edward Walterhouse is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Walterhouse serves on the Finance Committee of Our Lady of Lebanon Church. Ameriprise provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samikka Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She is recognized as a Personal Investment Advisor (PIA) and focuses on creating customized financial plans designed to grow with her clients. Her expertise includes areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Managing New Wealth, Personal Retirement Planning, Special Needs Planning Strategies, Women and Wealth, Sports & Entertainment, and both Individual and Corporate Investment Strategy. Ms. Cannon holds a High School Diploma/GED from Pontiac Northern High School and an Associate's Degree from Oakland Community College. She is actively involved in professional and community organizations, including Moms To Moms and Trinity Church. Her community involvement extends to contributions with the American Red Cross and Habitat for Humanity. Beyond her professional work, Samikka is a dedicated wife and mother of four. She enjoys activities such as baseball, basketball, boating, camping, football, golfing, hiking, music, reading, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families to create strategies that pursue their financial goals.

Ryan Coryell is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 24 years of industry experience, including a long tenure at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Michael Kohler is a financial advisor with Ameriprise in Commerce, MI, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Cetera Advisor Networks LLC. He is also involved with Genisys Credit Union, where he has served since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Joseph Tenbusch is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jacob Princinsky is a financial advisor with Morgan Stanley, holding a Series 66 credential and one year of industry experience. His background includes roles at Morgan Stanley Smith Barney LLC and entrepreneurial activities with Great Harvest Bread Co. He has also worked in various customer service positions and participated in business education at Grand Valley State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured tools and modeling techniques.

Patrick Hillman is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Jackson National Life Distributors. He is also involved with Vibe Credit Union in a wealth management capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Sarah Moore is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2016, following a brief tenure at LPL Financial. 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, and various institutional investors.

R. Trudeau is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a subcommittee member providing financial advice to Mariners Church and is a board member of the Mariners Church Foundation, overseeing the management of its assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Zachary Anderson is a financial advisor at UBS Financial Services with 25 years of industry experience, including 19 years at UBS and prior work at Mcdonald Investments Inc. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joy Barthlow is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based strategies to tailor client plans.