Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.

Anthony Ajlouny is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Auto-Owners Insurance, IHS Markit, BJ's Brewhouse, D&D Bicycles, and Michigan State University. 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 portfolio management.

Richard Kurjian is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Kurjian is chairperson of the investment advisory committee and the investment fund at Saint Johns Armenian Church, where he manages portfolio reviews and asset acquisition and disposal for the church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management. The firm’s services include investment policy statement reviews, investment recommendations, performance reporting, and participant education, with a broad product offering that includes insurance-related vehicles and bank deposit sweep options.

Ariel Alexis is a Financial Consultant currently working at Fidelity Investments since 2025. Ariel has held positions at Fidelity Investments as an Investment Consultant from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Prior to joining Fidelity, Ariel worked as a Financial Representative at TD Ameritrade from 2021 to 2022. In their role, Ariel approaches client relationships with a focus on understanding clients' lives beyond financial data to provide personalized and practical financial guidance. Ariel positions themselves as a financial advocate committed to crafting tailored advice that meets individual client needs.

Courtenay Lyons is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Capital Analysts and Lincoln Investment. Lyons is a co-owner of Lyons Financial Group and also owns Vivco Publishing, a business focused on toys and a children's book, though it is currently inactive. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robin Stack is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He worked at Morgan Stanley for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2018. Stack is also employed as a registered assistant at Family Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside municipal and public-finance services.

Christopher Pugh is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory role, he serves as president of the Winans Woods Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 credential and has previously worked at Michigan Financial Companies and The Home Depot. Outside of his advisory role, he is involved in sales and marketing of securities, investment advisory, and fixed insurance products through Elite Wealth Strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and third-party solutions, managing accounts on both discretionary and non-discretionary bases.

Tre Walton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Glen Milligan Jr. is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for eight years. He also acts in a fiduciary capacity in various roles such as trustee and personal representative. 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, institutional clients, and municipalities—and offers tailored financial planning and investment consulting through its Wealth Advisory Services Program.

Traver Tremblay Goodrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and is based in South Lyon, Michigan. Outside of his advisory role, he is involved with Children's Toy Closet, Inc., an online retail business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Craig Brass is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Brass is a freelance writer and serves on the board of directors for the Great Lakes Golf Academy, which focuses on developing junior golfers for collegiate competition. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to deliver tailored financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Wesley Ho is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes roles at Securities America Advisors and Pruco Securities. He holds an active life insurance license and provides notary services to clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across multiple asset classes.

Ryan Porter is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on educating and working with clients to help them achieve their long-term goals through disciplined investing and financial planning. His professional experience centers on providing investment consulting services. Outside of his professional role, Ryan engages in various personal interests including family activities, football, movies, parenthood, reading, and traveling.

Kevin Kneip is a financial advisor with OSAIC in Southfield, MI, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including 13 years with Signator Investors/John Hancock before joining OSAIC in 2018. Outside of his advisory role, he is a minority shareholder and vice president involved in sales and marketing at Michigan Financial Companies, where he also works as an insurance agent. OSAIC serves a diverse clientele including retail and institutional investors by offering brokerage and advisory services, retirement plan consulting, and access to various managed account platforms. The firm utilizes proprietary tools and third-party solutions to construct diversified investment portfolios tailored to client risk profiles and preferences.

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 worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank beginning in 2003. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Samson Park 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 J.P. Morgan Securities since 2012, alongside his ongoing tenure at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm offers customized solutions through its Institutional Consulting Services program on a non-discretionary basis.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Gabriel Barish is a financial advisor with LPL Financial and holds the Series 66 designation. He has two years of industry experience, including prior roles at The Investment Center, Inc. and work unrelated to finance before entering the advisory field. Barish is also involved in tax preparation and accounting through Rosen & Assoc. PC and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by both proprietary research and third-party resources.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.