Jordan Burton is a Series 66-licensed financial advisor at Merrill with approximately one year of experience. His career includes roles at Bank of America and Merrill, as well as involvement in entrepreneurial activities such as operating JMB Lawn Care. 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.

Stephen Hartwig is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years with Axa Advisors, LLC. Hartwig also operates a personal business for tracking business expenses outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

John Loveland is a financial advisor with Ameriprise in Plymouth, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he co-owns Clarity Tax Professionals, LLC, a tax preparation business, and provides consulting services to another financial advisor’s practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Anthony Fiore is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Southfield, MI, where he has worked for 14 years. He also holds sales agent roles related to individual and group life and health insurance through Business Benefits Resource LLC and independently. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning supported by proprietary software and offers specialized programs such as divorce planning and employer-sponsored planning.

Amy Siu is a financial advisor with Primerica Advisors in Farmington Hills, MI. She holds Series 65 and Series 63 credentials and has 11 years of industry experience. Her prior work includes a one-year tenure at CliftonLarsonAllen LLP and ongoing roles with Primerica Advisors, Primerica Financial Services, and Accuworks, LLC. In addition to her advisory duties, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven strategies through a large network of advisors and offers discretionary portfolio management with support from third-party asset managers and custodians.

Daniel Yuhn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradley Bocketti is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at Butler Business Consulting Group and attended Butler University. Bocketti serves as an alumni board member for the Detroit Catholic Central Finance Club, where he supports the education of high school students in finance and investing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Gary Wales is a CFP® professional with 43 years of experience in the financial services industry. He is currently an advisor at OSAIC and has previously worked at Sagepoint Financial, Inc. In addition to his advisory role, he is president of Spectrum Financial Services, where he is involved in tax preparation and insurance sales. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with various advisory and brokerage services, leveraging a large multi-advisor platform and multiple affiliated entities.

Joseph Baran III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 2011. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Robert Rosin is a financial advisor at Merrill in Farmington Hills, MI, holding a Series 66 designation with 17 years of industry experience. He has been with Bank of America and Merrill Lynch since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 65 designations. She has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Mya Kilgore is a financial advisor at Merrill with a Series 66 designation and over three years of experience at the firm. Her prior work history includes roles at Bank of America, FCA Fiat Chrysler, Trinity Health, Credit Acceptance, and Paycor. She is also affiliated with Strayer University. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Vanhecke is a Certified Financial Planner (CFP®) with 25 years of industry experience. She has been with Morgan Stanley since 2009 in their Farmington Hills, MI office. Outside of her advisory role, she serves as a board member for Notre Dame Preparatory School in Pontiac, Michigan. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that include firm‑approved tools and modeling techniques.

Eric Messner is a financial advisor with LPL Financial based in Novi, Michigan. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with Cambridge Investment Research and 4 years with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Steven Nelson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current role. 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 and fund searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG frameworks and offering broader derivatives and commodities capabilities.

Austin Accettura is a financial advisor with LPL Financial based in Farmington, MI, holding Series 63 and Series 65 credentials. He has two years of industry experience and has also been involved with Accettura & Hurwitz as a law clerk since 2019. 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.

Katharine Maliga is a Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2018, progressing through various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked at Amegy Bank as a Financial Analyst from 2005 to 2017 and as a Sales Assistant from 1997 to 2005. Katharine brings over twenty years of experience in the financial services industry. Her expertise includes wealth accumulation, retirement planning, and addressing income needs. She emphasizes partnering with clients and their families to work towards their financial goals. Outside of her professional work, Katharine's personal interests include art, beach activities, cooking and baking, family activities, hiking, and traveling.

Joseph Anastasio is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with UBS Financial Services from 2010 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Danielle Workman is a financial advisor at Osaic Wealth with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Lincoln Financial Advisors, Fifth Third Bank, Fifth Third Securities, and Morgan Stanley. She serves as a board member of the German Professional Women's Association, where she plans events and manages membership activities. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization tools and supports a variety of client-directed and third-party managed strategies.

Theresa Pasquin is a financial advisor with Primerica Advisors in Wixom, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2011 and previously served at UAW-GM Legal Services Plan for over three decades. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs third-party asset managers vetted through independent due diligence and offers a tiered wrap-fee structure rather than fixed fees.