Kenneth Harb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Livonia Brownfield Redevelopment Authority, where he participates in meetings and reviews tax credit issuances for underutilized real estate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Grant Sutter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2022. Prior to this role, he has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Hillary Ziemba is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she works closely with clients and Financial Consultants to develop personalized financial strategies that align with clients' specific goals and needs. Hillary's experience at Fidelity Investments spans multiple roles, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and Investor Center Intern in 2022. Through these positions, she has developed a comprehensive understanding of client relationship management and financial planning processes.

Michael Hudzik is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he serves as a director for the Michigan Council on Economic Education, contributing to efforts to educate teachers about economic systems and participating in organizational fundraising. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles, firm research, and affiliated sub-advisers.

Mark Holowicki is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Since beginning his career in 1988, he has guided affluent families, professionals, and business owners through multiple market cycles by delivering personalized, goals-based wealth management strategies. Mark collaborates closely with clients to define their financial priorities and creates tailored plans that address their unique circumstances and stages of life. His areas of focus include college education planning, executive compensation, family wealth management, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, and personal retirement planning. Mark holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Michigan University and a Master's Degree from Wayne State University. Outside of his professional work, Mark is involved with community organizations such as the Salvation Army, Purple Heart, United Way, Detroit Catholic Central, and the Boys and Girls Clubs of Southeast Michigan. His personal interests include biking, golfing, and yoga.

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 at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Auto-Owners Insurance, IHS Markit, BJ's Brewhouse, D&D Bicycles, and Michigan State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Richard Kurjian is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Kurjian is chairperson of the investment advisory committee and the investment fund at Saint Johns Armenian Church, where he manages portfolio reviews and asset acquisition and disposal for the church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management. The firm’s services include investment policy statement reviews, investment recommendations, performance reporting, and participant education, with a broad product offering that includes insurance-related vehicles and bank deposit sweep options.

James Steele is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Meccom Corporation for twelve years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Robin Stack is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He worked at Morgan Stanley for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2018. Stack is also employed as a registered assistant at Family Legacy Wealth Partners. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside municipal and public-finance services.

Christopher Pugh is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory role, he serves as president of the Winans Woods Homeowners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 credential and has previously worked at Michigan Financial Companies and The Home Depot. Outside of his advisory role, he is involved in sales and marketing of securities, investment advisory, and fixed insurance products through Elite Wealth Strategies. 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 offers integrated brokerage and advisory services with a range of investment options and third-party solutions, managing accounts on both discretionary and non-discretionary bases.

Tre Walton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. 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 recommendations.

Theresa Sherman is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. Her work history includes roles at PART Financial, Minnesota Life Insurance Company, and Securian Financial Services. She is also the secretary of Troy Family Daze, a community volunteer group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

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.

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® with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes roles at Securities America Advisors and Pruco Securities. He holds an active life insurance license and provides notary services to clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across multiple asset classes.

Amy Dennis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Amy has been with Raymond James since 2016 and has also worked at Ben Griffith Financial Services. She is currently involved as an associate at Bison Wealth Planners, where she engages in client service and transaction activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports specialized municipal and public finance work.

Kevin Kneip is a financial advisor with OSAIC in Southfield, MI, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including 13 years with Signator Investors/John Hancock before joining OSAIC in 2018. Outside of his advisory role, he is a minority shareholder and vice president involved in sales and marketing at Michigan Financial Companies, where he also works as an insurance agent. OSAIC serves a diverse clientele including retail and institutional investors by offering brokerage and advisory services, retirement plan consulting, and access to various managed account platforms. The firm utilizes proprietary tools and third-party solutions to construct diversified investment portfolios tailored to client risk profiles and preferences.