Khalia Coleman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Sotheby's International Realty and held positions at Corewell Hospital, eXp Realty, Brookstone Realtors, and Chase Bank. She maintains an active real estate license in Michigan. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kerri Tuckey is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Merrill since 2014. 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, pension plans, corporations, and charitable organizations.

Zaman Ali is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2019. Outside of his advisory role, he creates videos on YouTube discussing human development and personal lifestyle in Arabic. 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. The firm’s advisory process incorporates both quantitative and qualitative research and may include an ESG eligibility framework.

Gary Van Allen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2016, including prior work at Merrill in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence integrating quantitative and qualitative research.

Ross Wingert is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions with Edward Jones, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of his advisory work, he coaches a high school wrestling team and volunteers for community fundraisers related to local school initiatives. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Javier Cuadrado Lopez is a financial advisor with Wells Fargo Advisors in Plymouth, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked in educational roles at several institutions, including Oakland Community College and Washtenaw Christian Academy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options such as retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Evan Bloom is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation. He has prior experience at Plante & Moran PLLC, Hantz Tax & Business, and Doeren Mayhew & Co., P.C. before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Michelle Oleszkowicz is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA since 2011. 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 integrates quantitative and qualitative research with a focus on Eligible Strategies and may incorporate an ESG eligibility framework.

Donna Bobak is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, following four years at Raymond James. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nu Tran is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise, he spent over 30 years at Ford Motor Credit Company. He also provides consulting services related to captive auto financing and supports financial advising activities through Furlotte Consulting Group. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeremy Witkowski is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Merrill, Banc of America Investment Services, and LaSalle Financial Services. Since 2010, he has been associated with J.P. Morgan in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a manager solutions team combining quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities.

Robert Hendrian is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Robert provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Robert earned his bachelor's degree from Wayne State University. Committed to community involvement, Robert follows Merrill’s tradition of participation and dedicates time volunteering with local organizations. His approach centers on working one-on-one with clients to pursue their long-term financial goals.

Allison Klein is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America since 2018. Outside of her advisory role, she serves on the advisory board and finance committee of Jewish Senior Life, a charitable organization focused on senior care. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Todd Holquist is a financial advisor with LPL Financial in Bingham Farms, MI, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, J.P. Morgan Securities Inc., and Banc One Securities Corporation. 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 offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a network of over 22,800 advisors.

Anthony Cook is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and previously with LaSalle Financial Services from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Kevin Markey is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Listrak, Graham Media Group, and Valassis. In addition to his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, managing over $256 billion in assets and supporting more than 10,000 advisors nationwide.

Landon Kelly is a financial advisor with Cetera and holds a Series 66 designation. He has two years of industry experience and previously worked in the construction sector before transitioning to financial services. Kelly is also affiliated with Wealth Strategies Financial Group as a financial advisor. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting a broad range of investment strategies and program structures.

Sleiman Ayoub is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and DTE Energy prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Jamilah Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at Retirement Plan Advisors, LLC, Cambridge Investment Research, Inc., and Nationwide Investment Advisors, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering access to insurance products and affiliated trust and lending services.

Jennifer Kreutzer is a CFP®-certified financial advisor with 28 years of industry experience. She has worked at LPL Financial since 2014 and previously spent 15 years at Merrill. Kreutzer operates under the DBA ClearPath Financial Group in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies.