Kenneth Demps is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. In addition to his advisory work, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice based on asset allocation, tax-aware withdrawal strategies, and Social Security claiming options.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Stephanie Kennedy is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having previously worked at JPMorgan Chase Bank. 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 within a non-discretionary program. The firm’s advisory process incorporates centralized due diligence and may include ESG eligibility criteria.

Graham Garrison is a Series 66-licensed financial advisor with five years of industry experience, currently serving at J.P. Morgan Securities. His prior work includes roles at JPMorgan Chase Bank, Planet Fitness, PNC Financial Services, and Michigan State University. Outside of advising, he is an investor in Tasley AI, a technology company that provides an AI-powered guest messaging platform for the hospitality industry. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Teresa Watson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney, Stifel Nicolaus, Wells Fargo Clearing, and RBC Capital Markets. Additionally, she is a commissioned notary in the State of Michigan. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning through both direct and corporate agreements.

Carol Ann Wake is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for two years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services supported by proprietary research and model-based asset allocations.

Jesse Moore is a CFP® professional with 36 years of industry experience, currently serving at Cetera since 2013. He holds a Series 63 license and has a background in tax preparation and fixed insurance sales as a CPA. Outside of his advisory role, he participates in the finance leadership team of the East Michigan Conference of the Free Methodist Church. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a vast network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, managing over $256 billion in assets.

Erin Dorland is a financial advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. Prior to joining RBC, Erin held roles at Coopers Hawk, J Alexanders, Comerica Bank, Bar Louie, and Citizens Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for customization such as tax management and responsible investing.

Hilary Goodman is a financial advisor with J.P. Morgan Securities in Troy, MI, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Comerica Securities/Ameriprise Financial Services LLC, Massachusetts Mutual Life Insurance Co, and Neiman Marcus. 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’s advisory process incorporates centralized due diligence and uses both quantitative and qualitative analysis to develop model asset allocations.

James Smith is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at CJSJ Strategy Advisors, McLaren Medical Group, Beaumont Health, and is currently involved with Grand Blanc Community Schools. 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 consulting services supported by a range of portfolio management styles and firm research.

Michael W. Lau is a financial advisor with UBS Financial Services in Troy, MI. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 39 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through 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 financial plans and provides a broad range of capital markets services.

Susan Reck is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. In her role, she works with successful individuals, families, business owners, and non-profits to develop personalized financial strategies that address their full financial picture. Susan manages client portfolios on a discretionary basis, incorporating a range of investment options such as individual stocks and bonds, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives. With extensive experience since joining Merrill in 1972, Susan’s expertise spans wealth preservation, retirement planning, estate transfer strategies, tax minimization, and philanthropic planning. She emphasizes a disciplined, long-term investment approach tailored to each client’s risk tolerance and goals. Her client focus areas include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, and corporate investment strategies. Susan holds a Bachelor’s Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. She describes herself as thoughtful, thorough, and patient when working with clients. Outside of her professional activities, Susan enjoys golfing, reading, tennis, traveling, and watching movies.

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 industry experience, currently affiliated with LPL Financial since 2009. Prior to that, he worked at Investment Advisors International, Inc. for one year. In addition to his advisory role, he serves as a faculty member teaching in the Personal Financial Planning Program at Oakland University. 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 financial planning and investment management services delivered through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies.

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.

Ryan Coryell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria within eligible strategies.