Carl Meyers is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Raymond James & Associates since 1999 and previously worked at Focus Credit Union from 2016 to 2019. Outside of his advisory role, Meyers serves on the University of Michigan Board of Regents. 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, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

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 with UBS Financial Services in South Lyon, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining UBS in 2024, he worked at Auto-Owners Insurance and IHS Markit. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Richard Kurjian is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 30 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2010 to 2016. He serves as chairperson of the Investment Advisory Committee and Investment Fund for Saint Johns Armenian Church in Southfield, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

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 at Raymond James Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 10 years before joining Raymond James in 2018. Outside of his advisory role, he is an employee of Family Legacy Wealth Partners, where he serves as a registered assistant. 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 institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies and The Home Depot. Harris is involved in sales and marketing of fixed annuities, securities, investment advisory, and insurance products through Elite Wealth Strategies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory programs supported by model-based asset allocation and portfolio optimization tools.

Tre Walton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Southfield, MI, where he has worked since 2023. Prior to joining JPMS, he held roles at Bank of America and Merrill from 2020 to 2023. 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. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

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® professional at Osaic with eight years of industry experience. He previously worked at Securities America Advisors and Pruco Securities, LLC. His other activities include providing notary services to clients at no cost. Osaic Wealth serves a diverse client base ranging from individual investors to institutional clients, offering both brokerage and advisory services through various programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing, with access to multiple custodial arrangements and alternative investments.

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 ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 13 years at Signator Investors/John Hancock. He holds roles including vice president and agent in related financial enterprises focused on securities and insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and strategies.

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 been with J.P. Morgan Securities since 2012, having previously worked at JPMorgan Chase Bank. 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 within a non-discretionary program. The firm’s advisory process incorporates centralized due diligence and may include ESG eligibility criteria.

Samson Park is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a 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 with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG criteria where applicable.

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 Series 66-credentialed financial advisor with two years of industry experience, currently with LPL Financial in Farmington Hills, MI. Prior to joining LPL Financial in 2025, he worked at The Investment Center, Inc. from 2023 to 2025. Outside of advisory work, he is involved in tax preparation and accounting through Rosen & Assoc. PC and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms. The firm supports its advisors with research tools and offers a variety of discretionary and non-discretionary investment strategies.

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.