Bethany Curtiss Phyle is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Julie Rieseck is currently a Market Leader at Fidelity, where she leads a Market of Investor Centers and partners with Branch Leaders and their teams to deliver on the company's Standards of Care. In her role, she focuses on managing and supporting branch operations to ensure effective service delivery. Julie has held several positions at Fidelity, including Vice President and Branch Leader from 2022 to 2025, and Regional Coaching Consultant from 2021 to 2023. Her experience reflects a progression through leadership and coaching roles within the organization, contributing to her expertise in branch management and team development.

Leslie Robison is a financial advisor at Morgan Stanley with 31 years of industry experience. Robison previously worked at Merrill for 30 years and Bank of America for three years before joining Morgan Stanley Smith Barney LLC. Robison holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis in its advisory process.

Dianne Gonzalez is a financial advisor at Merrill with seven years of industry experience. She has held her current role since 2018 and worked for nearly two decades at CRS Commercial Real Estate Services prior to joining Merrill. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Biddinger is a Private Wealth Advisor and a partner of The Locniskar Pursel Biddinger Nienberg Rochow Group within Merrill Private Wealth Management. He works closely with a select group of business owners, corporate executives, family wealth, and high wage earning professionals across multiple generations nationwide. His team is structured to provide continuity and connectivity across life stages and priorities, helping client families streamline the complexities of significant wealth through customized advice and guidance. Matthew specializes in multi-generational family wealth management, education planning, liquidity management, retirement and philanthropic planning, portfolio and investment strategy, tax minimization, and managing new wealth. He has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2022 to 2026 and on the "Top Next-Generation Wealth Advisors" list from 2017 to 2019. He earned a bachelor's degree in economics and mathematics from Eastern Michigan University and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Matthew enjoys spending time with his family at their home in Bloomfield Hills, Michigan, and has interests including baseball, hiking, music, reading, and traveling.

Laura Sullivan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Allesandro Dutta is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 credential and has worked at Fisher Investments since 2018, following prior roles at Plante Moran Financial Advisors and a brief period of unemployment. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis and provides services such as sub‑advisory and retirement plan management.

John Stelman is a CFP®-credentialed financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2021 and previously from 2009 to 2018. Prior to that, he was with Acorn Wealth Advisors for three years. Stelman also operates an independent insurance agency and other related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a range of portfolio management approaches and platform arrangements.

David Miazgowicz is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill and Bank of America, NA since 2009 and previously worked at Banc Of America Investment Services, Inc. and LaSalle Financial Services, Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

Arthur Fader is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the church treasurer for the Baptist Church of Hadley, dedicating 30-40 hours per month. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with personalized wealth management and research-driven portfolio strategies.

Donnel Dickerson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 53 years of industry experience. His career includes prior roles at Securities America and its affiliates, as well as long-term involvement with The Dickerson Group Inc., which he continues to operate as an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with services tailored to client objectives.

Jeffrey Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and has managed his own firm, the Petrillo Group, since 2005. Outside of his advisory roles, he is involved as a partner in Diamond Building LLC, a business related to real estate management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs, with a notable focus on municipal and public finance services and innovative employer advisory offerings.

Stephen Huber is a CFP® professional with 22 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of financial advising, he is involved in tax planning and preparation as an enrolled agent and participates in youth coaching for soccer and math games. Osaic Wealth, Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, providing a wide range of advisory and brokerage services. The firm employs firm-provided asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Jacob Rashty is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he held positions at Tamarack Camps, Cardinal Group Management, and the University of Michigan. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Kimberlyn Schattler is a Series 66-licensed financial advisor with Morgan Stanley in Bloomfield Hills, MI, currently in her second year at the firm. She has over a decade of industry experience, having previously worked at LPL Financial, Ameriprise Financial Services, and Comerica Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and utilizes advanced modeling tools, managing approximately $2.74 trillion in client assets.

Christopher Whitmore is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016, including nine years at Morgan Stanley Private Bank, N.A. Whitmore serves on the booster board for United Farmington Girls Lacrosse in Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Aiden Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding individuals, families, professionals, and business owners toward lasting financial security through comprehensive planning and behavioral coaching. Aiden builds lasting relationships rooted in trust and personalized guidance, aiming to help clients make confident financial decisions. He became a Financial Advisor because he believes everyone deserves a clear financial plan and a trusted partner to navigate life's opportunities and challenges. He holds a Bachelor's Degree from Grand Valley State University and is a Personal Investment Advisor (PIA).

David Kuzner is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2010, following four years at UBS Financial Services. 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 charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Jeffrey Davies is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Raymond James & Associates, where he has served since 2019. Outside of his advisory role, he owns a rental property in Marco Island, Florida. 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 pension plans, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Ross Leonard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Wealth Strategies Financial Group and Minnesota Life Insurance Co, among others. Leonard is also a member of BNI, a networking group that facilitates business referrals among members. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement plan services. The firm operates as a multi-manager platform, providing access to both affiliated and third-party investment strategies across various program structures.