Vanessa Thomas is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service utilizes investment research and algorithmic tools to provide clients with written recommendations and ongoing advice.

Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeff Probst is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory work, he was involved with Beach House Apartments LLC for a year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Jillian Gallozi is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. She has previously worked at Morgan Stanley and Ameriprise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Richard Gilbertson is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party program sponsors to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elizabeth Ashley is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, she worked with Securities America Advisors and Securities America, Inc. from 2016 to 2024. Outside of her advisory work, she occasionally sells life insurance policies and assists clients with related applications and documentation. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Maxwell Hunt is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding Series 65 and Series 66 licenses with one year of industry experience. His prior roles include positions at Victory Capital Management, Schechter Investment Advisors, Hunt Capital Management LLC, and Neuberger Berman Group LLC. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Samantha White is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and previously worked at UWM for one year and Chili’s for five years. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Michael Kautz is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds the ChFC® designation and Series 63 license and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. In addition to his advisory role, he is an insurance agent involved in life and health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and maintains several outside business activities, including ownership of a motorsport parts design and retail company, a handmade writing utensils business, and a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and 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 non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Chukwuma Ehiwogwu is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 11 years of industry experience. He worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley in 2021. 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 conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 based in Canton, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Signator Investors, Inc. for 27 years before joining Royal Alliance Associates, Inc. in 2018. Outside of advising, he is also active as a health insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a model-based investment approach that supports discretionary and non-discretionary strategies, third-party manager selections, and alternative investments.

Jonathon Sermo is a financial advisor at Ameriprise in Novi, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with Clarity Tax Professionals, LLC, where he assists with tax preparation and administrative support. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, featuring a Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies, with a distinctive focus on clients meeting certain investable asset thresholds and utilizing affiliated investment products.

Amy Bolda is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service geared toward clients 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 in a centrally delivered, non-discretionary service that supports Ameriprise financial advisors.

Geoffrey Centner is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Michael Schlegel is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to his current role since 2019, he worked at Waddell & Reed, Inc., J.P. Morgan Securities, and Chase Investment Services Corp. He is also involved with Retirement & Wealth Strategies, operating under the RWS Financial Group. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various proprietary and third-party platforms.

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.