Murphy Salgat is a financial advisor with Ameriprise Financial, holding a Series 66 designation and based in Ann Arbor, MI. He has one year of experience in the financial industry, previously working at Farm Bureau Insurance and several companies outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kayla Edwards is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked for the State of Michigan for eleven years before joining Merrill in 2022. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Christopher Rueger is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior positions include roles at L.M. Kohn & Company, Edward Jones, and National Planning Corporation. Outside of his advisory work, he is involved with Pilot Wealth Management as part of his business activities. 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 financial planning and investment services, utilizing various models and third-party subadvisors, and supports its network of over 22,800 advisors with technology and operational tools.

Jacob Prince is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He has held positions at several firms including Axtella and Bas Rouge prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. Its investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

Brian Schrag is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Northern Trust Securities, Inc. for seven years. He is based in Ann Arbor, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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.

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.

Matthew Parker is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Noodle Partners, PBC and Michigan Medicine in roles outside the financial advisory field. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

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.

Roman Kisz is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Dymatize Enterprises, Slammin Salmon Inc, and TK Engineered Plastics. 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 customized retirement income planning through written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

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.