Jonathon Krempa 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 Securities since 2016 and previously at Merrill from 2014 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach combines centralized due diligence, quantitative and qualitative research, and customized performance reporting to support client decision-making.

Richard Hueter is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following two years at Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jacob Bourassa is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has two years of industry experience and has previously worked at firms including Commonwealth Financial Network and Mann Financial Group. Bourassa is also associated with Southworth & Wilson, Inc. in a support role. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Hicks is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Empower Financial Services, LPL Financial, and Community Financial Credit Union. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by centralized custody and supervisory arrangements.

Elyssa Kozak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework, and offers broader derivatives and commodities capabilities through its regulatory registrations.

Steven Partyka is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliated entities since 2009. Partyka participates as a member of the Finance Committee at New City Presbyterian Church, where he assists with budget review and cost reduction proposals. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jennifer Delay is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise is an institutional firm providing retirement-income planning services primarily to individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing a range of advisory, brokerage, and insurance solutions.

Richard Nauer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that uses firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Brendan Clancy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with personalized financial advice and strategies aimed at securing their financial futures. Brendan specializes in areas such as education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Before becoming a financial advisor, Brendan gained experience as a seasonal client associate on an advisory team at Merrill, where he was involved in relationship management and deepening his understanding of the economy and investments from a wealth management perspective. Prior to that, he worked as a Production Unit Leader at Fiat Chrysler Automobiles, managing multiple lines of production and assembly in Warren, Michigan. Brendan holds a Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations including Dream Centers of Pontiac, Gleaner's Food Bank, and the Salvation Army. Brendan resides in Grosse Pointe Woods with his wife Meghan and their daughter Nora.

Adriana Henriquez is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. She holds a Series 66 designation and has previously worked at Credit Suisse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Eric Schreiner is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Hanlon Investment Management and Assetmark. Schreiner also operates Schreiner Financial LLC, a business entity for tax and investment purposes. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering diverse investment strategies and technology-supported tools.

Jayme Sosne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2022, Jayme worked at Morgan Stanley for five years and was involved with JP Lann Golf from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Adam Brunner is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014. Outside of his advisory role, he serves on the investment committee of Dollars For Scholars, a nonprofit that supports local students through scholarships and academic assistance. 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 screens and qualitative research, with an emphasis on eligible strategies and an ESG eligibility framework.

Trisia Gotham is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Infinex Investments, Inc. and Essex National Securities, LLC. She is also a branch manager and notary at Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with a range of non-advisory financial services.

Edward A. Sui is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at UBS since 2002 and was previously with Merrill from 1993 to 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Jonathan Merckens is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Donald M. Graham & Associates and Commonwealth Financial Network. Merckens serves as a board member for the Erie-Ottawa Regional Airport Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive research and technology tools.

Matthew Dzieciolowski is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 license with one year of industry experience. His prior work includes roles at MDVIP, Smith and Nephew, MDMD Sales, LLC, and Medacta USA. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with additional activities such as private funds and structured-product services.

Muhammad Qureshi is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2018 and previously worked at Brown Brothers Harriman and Michigan State University. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Angela Lanning is a financial advisor with UBS Financial Services in Birmingham, MI, holding a Series 63 designation and 25 years of industry experience. She has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nicholas Selca is a financial advisor with Charles Schwab in Troy, MI, holding a Series 66 designation and 15 years of industry experience. His prior work includes positions at Scottrade, Citizens Securities, Mangotree Capital, and Merrill. Outside of his advisory role, he is a member of Black Mountain Group LLC, an entity involved in investing in income-producing real estate. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and due diligence on alternative investments delivered through a centralized, integrated platform.