Joseph Dallo is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 license and bringing eight years of industry experience. In addition to his advisory role since 2018, he is an attorney providing estate planning services through his own firm, Dallo Estate Planning, PLLC, and works as a patent examiner with the United States Patent and Trademark Office. He also engages in legal advising and ghostwriting activities outside of his financial advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by advanced operational and research tools.

Paul Monacelli is a Series 66-licensed financial advisor with UBS Financial Services in Lake Orion, MI, where he has worked since 2009. He has 20 years of industry experience. Outside of his advisory role, he manages family-related business entities involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Michael Lau is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Sageview Advisory Group and Bloomfield Hills Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory work, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, charities, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through third-party sponsors and delivers advice covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Camden Quenneville is a financial advisor with Osaic who holds a Series 66 designation and has six years of industry experience. Prior to joining Osaic in 2020, he worked at PFS Investments Inc. and held various roles outside the financial sector, including positions in culinary services and window cleaning. He is also involved with Michigan Financial Companies—Elite Wealth Strategies as a financial planner. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering a range of brokerage and advisory services through a large multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization with access to multiple custodial and third-party platforms.

Nicole Fellhauer is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In her current role, she coaches advisors on planning processes and practice management, while also leading the branch to uphold standards of care. Her professional experience includes several roles at Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Vice President and Wealth Planner from 2018 to 2022, Financial Consultant from 2012 to 2015, Investment Consultant from 2010 to 2012, and Financial Representative from 2008 to 2010. She also worked as a Client Advisor at J.P. Morgan from 2015 to 2018. No information about her education, credentials, personal interests, or community involvement was provided.

Jessica Brannan is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following five years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Lynn is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of advising, he is involved in business ownership of Coolidge Imaging, an MRI imaging company, and EV Mode, a technology assistance enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of investment strategies and operational tools supported by machine learning, alongside a broad non-advisory financial services platform.

Kelly Hyatt is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various delivery models, including direct individual plans and Corporate Financial Planning agreements.

Sidney Polk is a Financial Consultant at Fidelity Investments, a position held since 2020. Sidney works with clients to develop comprehensive financial plans, utilizing Fidelity's resources and recommendations to create strategies aligned with client goals while fostering relationships based on trust, reliability, and integrity. Prior to this role, Sidney served as an Investment Consultant from 2018 to 2020 and as a Financial Representative from 2017 to 2018, all within Fidelity Investments. Sidney's approach emphasizes partnership with clients to understand their individual and family financial objectives and to build lasting relationships. Outside of professional responsibilities, Sidney engages in family activities, fitness, golf, caring for pets, and reading.

Taal Ashmann is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he has worked as an independent contractor for Market Force, performing mystery shopper assignments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers various retail and institutional investment options.

Robert Amboian is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of St. John Armenian Church in Southfield, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and utilizes tools such as Monte Carlo simulations for modeling outcomes.

Nicholas Jallos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Holliday III is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Brett Jackson is a CFP® with 18 years of industry experience, currently serving at OSAIC Wealth, Inc. He previously worked at firms including PNC Investments LLC, LPL Financial LLC, and Parkland Securities. In addition to his advisory role, he acts as a Senior Regulatory Analyst for MARKET SHARE INC., assisting financial professionals with compliance and regulatory requirements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Hannah Lakian is a Financial Consultant at Fidelity Investments, a position she has held since 2026. Prior to this role, she worked as a High Net Worth Financial Advisor at Vanguard from 2022 to 2026. Hannah focuses on building trusted relationships with her clients, emphasizing empathetic listening and collaborative dialogue to support their unique financial goals. In her approach, she prioritizes understanding individual client priorities and promotes informed decision-making through thoughtful conversations. Outside of her professional responsibilities, Hannah enjoys activities such as spending time at the beach, boating, participating in social events with friends, playing softball, and traveling.

Meghan Gazzola is a Series 66-credentialed financial advisor at Fidelity with 14 years of industry experience. She has been with Fidelity in various capacities since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.

Jacob Rose is a financial advisor with Mass Mutual Investors Services in Belmont, MI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Rose has been with MassMutual Financial Group and MML Investors Services since 2007 and is also involved with Take A Label, Inc., where he has been active since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships with clients.

Joseph Toth is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at LPL Financial, OSAIC Wealth Inc, and Equitable Advisors LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stacy Moskowitz is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Emerson (ASCO, L.P.) for a total of six years with a brief period of unemployment in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms, supported by technology tools to assist advisors.