Jaclyn Noble is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Private Client Services and Executive Wealth Management, LLC. Outside of her advisory work, she is a passive member of several family-owned commercial real estate LLCs. 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, pension plans, corporations, and charitable organizations.

Sara Bresnahan is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years. Outside of her advisory role, she serves as a board member and secretary on the Parks and Recreation Board for the Village of Beverly Hills, Michigan. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with specialized investment activities.

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Lisa Pallach is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Sarah Barish is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Edward Jones for one year. Outside of her advisory role, she is involved in a family business, Fifth Generation Communications LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of financial planning and portfolio management services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers diverse investment strategies and integrates operational tools, serving over 22,800 advisors and managing substantial discretionary assets.

Jill Mills is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Waterford Bank N.A. and Clarkston State Bank. Outside of her advisory role, she owns and operates Jill's Oven & Bakery LLC, a home bakery. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that utilizes firm-approved tools and specializes in both direct and corporate financial planning services.

Judith Mccammon is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and proprietary return estimates, to support its financial planning process.

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.

Lindsey Mason II is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Lindsey provides investment guidance and financial planning services to clients. As a Personal Investment Advisor (PIA), Lindsey specializes in personal investment strategies. Further details about Lindsey's experience, education, or personal interests are not provided.

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.

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.

Timothy Shebak is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding a Series 66 designation and bringing 14 years of industry experience. His career includes roles at J.P. Morgan Chase Bank, PNC Bank, Ameriprise, and various J.P. Morgan entities since 2009. 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 combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework.

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.