Colin Haffey is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His background includes roles at Morgan Stanley Private Bank, N.A., where he has worked since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market scenario modeling.

Ryan Jones is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with high net worth clients on various wealth planning topics to align them with their long-term goals. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Relationship Manager, Financial Consultant, Vice President, Financial Consultant, and currently Vice President, Wealth Planner. This extensive experience at Fidelity Investments has provided him with a comprehensive understanding of financial consulting and wealth planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

William Ashwell is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. Based in Rochester, MI, he also holds Series 63 and Series 66 licenses. Ashwell is involved in the sale of fixed insurance products, including life and annuity. 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 range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Melvin Rutkoske is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he teaches biblical entrepreneurship classes through Nehemiah Project International Ministries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and research.

Paul Zajciw is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes 28 years at Comerica Securities and three years at Ameriprise before joining Raymond James. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

Jonathan Quigley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan entities since 2015 and is involved in entrepreneurial ventures, including ownership of Prolific Industries, LLC, which sells books and t-shirts, and partial ownership of CQ Items, LLC, a housewares business operating on Amazon. J.P. Morgan Securities 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 brokerage and investment management capabilities.

Ronald Walton is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ridgedale Financial Advisors since 2012. Outside of his advisory role, he operates Ronald Walton Doterra Oils, a business focused on selling and organizing sales of pure therapeutic oils. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Matthew Boley is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has previously worked at MassMutual Life Insurance Company, Mass Mutual Investors Services, Bank of America, and Merrill. He holds Series 65 and Series 63 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition planning and special-needs analysis.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

Lau Ryn Williams is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. Williams has 16 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. Outside of advisory work, Williams serves as President of the Board for the NBMBAA Detroit Chapter and is involved in several business ventures including development of decision-making software and affordable housing projects. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Joan Boncher is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley. Joan also manages a personal revocable living trust established to oversee and protect trust property for the benefit of its beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Alex Nader is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Ameriprise Financial Services, LLC, Comerica Securities, Inc., and Jag Trading, LLC. Outside of his role at Morgan Stanley, he manages an advisory business through Comerica Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.

William Burke is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Jason Drumheller is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and having 21 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Travis Smith and Waddell & Reed, Inc. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chaunceey Johnson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, Johnson worked at Thrivent Investment Management, J.P. Morgan Securities, and Apple. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is noted for its formal advisory roles with registered investment companies and its use of AI and algorithmic methods in portfolio management.

Chene Wainwright is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, Wainwright worked in various roles including at Encore Commercial Products and Paradise Park. Outside of advisory work, Wainwright operates a sole proprietorship in baking. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent tenure with AXA Advisors, LLC through 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Susan Bookmyer is a Series 66-credentialed financial advisor with six years at RBC Capital Markets and a total of 18 years in the industry, including 12 years at Stonebridge Financial Partners. She is based in Bloomfield Hills, MI. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies utilizing both in-house and third-party managers.