Marc Van Solkema is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns a rental property in White Lake, Michigan, managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Craig Felhandler is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 66 credentials and 30 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for five years and has two separate tenures at LPL Financial totaling 11 years. Felhandler Financial, his personal business, focuses on non-variable insurance related to his investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios, third-party research, and various institutional programs.

Eric Jonas is a financial advisor at Morgan Stanley with seven years of industry experience and holds his Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and has prior experience at Clayton & McKervey. Outside of his financial advisory work, he is involved with Atlas Studio Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to inform financial plans.

Daniel Yutzy is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and Baldwin Capital Management since 2020. Outside of his advisory role, Yutzy is involved with Baldwin Capital Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services incorporating both discretionary and non-discretionary management, supported by research, model portfolios, and various investment strategies.

David Senatore is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and advanced modeling tools.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and its role in advisory services for multiple registered investment companies and fund-of-funds.

Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Walter Schram is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise since 2017, following an 11-year tenure at UBS Financial Services. Schram holds the Series 63 and Series 65 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Erik Robertson is a financial advisor at Edward Jones in Livonia, MI, holding a Series 66 designation. He has prior experience at Rocket Companies from 2017 to 2026 and served in the United States Marine Corps from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Dmitry Arshansky is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with LPL Financial since 2009. He is based in Farmington Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Vanessa Thomas is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jeff Probst is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2005. From 2019 to 2020, he was involved with Beach House Apartments, LLC. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ahmed Siaje is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he serves as Vice-Chairman of the Board for United Way of Southeastern Michigan and is active on several other nonprofit boards in the Detroit area, including the Detroit Economic Club, Business Leaders for Michigan, the Detroit Regional Chamber, and the Detroit Institute of Arts. 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 strategies to individuals, high-net-worth clients, and various institutional investors.

Zakary Keasey is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley in 2019, he worked at Canaccord Genuity from 2013 to 2017 and had brief roles at Amazon and Lowes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sean Hetherton is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and 2019 respectively. Outside of his advisory role, he operates several businesses including a motorsport parts company, a mobile DJ service, and a handmade writing utensil and goods retailer. J.P. Morgan Securities 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 investment recommendations.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 credentials and has worked with various J.P. Morgan entities since 2004. 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 investment recommendations.

Jonathan Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at Edward Jones from 2016 to 2019. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Arun Suri is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 34 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 27 years at Signator Investors, Inc. He is also licensed as a health insurance agent and has been involved in the sales and marketing of securities, investment advisory, and insurance products. 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 provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing tools such as asset-allocation frameworks and automated rebalancing to manage portfolios across a range of asset classes.