R. Trudeau is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a subcommittee member providing financial advice to Mariners Church and is a board member of the Mariners Church Foundation, overseeing the management of its assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 plans according to clients’ goals and risk tolerances.

Zachary Anderson is a financial advisor at UBS Financial Services with 25 years of industry experience, including 19 years at UBS and prior work at Mcdonald Investments Inc. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jeremy Schmidt is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing services.

Joseph Sarnecky is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he has served as president of the Lanse Creuse Public Schools Foundation and manages his son’s soccer team. 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 utilizes a range of advisory models delivered through in-house programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Merrifield is a financial advisor with Morgan Stanley in Troy, Michigan, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, following three years at Nordstrom. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategic investment insights.

Keegan Raleigh is a financial advisor with Ameriprise in Shelby Township, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at The Huntington Investment Company from 2008 to 2026 before joining Ameriprise in 2026. 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.

Molly Gardner is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm uses a centralized team, proprietary tools, and a defined investment universe that includes affiliated products.

Michael Simonds is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives using a range of investment strategies.

Reagan Paulina is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Reagan worked at PK Prospects and held positions at Wayne State University and Oakland University. Reagan serves as a second power of attorney for a family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs for individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to investment models and managers, using third-party and proprietary resources, and offering a range of investment products and ERISA fiduciary services.

Joy Barthlow is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based strategies to tailor client plans.

Tyler Wujczyk is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. His prior work includes a role at Renee Starr State Farm and time as a full-time college student. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a range of portfolio management styles.

Duncan Maceachern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Rachel Irwin is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Northwestern Mutual and Raj Shah. Outside of her advisory role, she assists with clerical duties at the family-owned Almo Manifold and Tool Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining non-discretionary and discretionary investment approaches with integrated brokerage, custody, and financial planning services.

Benjamin Labadie is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held roles within JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current position. Labadie holds the Series 63 and Series 65 credentials. 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. Their advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Jeffrey Diefenthaler is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2015 and JPMorgan Chase Bank, NA since 2016, with prior experience at TIAA-CREF and SPC. 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, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Aaron Busse is a financial advisor with LPL Financial based in Troy, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His background includes roles at Edward Jones and United States Steel Corporation. He is also involved with The Busse Group, LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Dominic Fazzolari is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of advising, he serves on the board of directors for Excel Networking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sehra Elyas is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2022, Elyas held roles at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Victoria Trudeau is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015 and previously worked with Vox Media Inc. as a freelance professional writer, contributing articles about Detroit restaurants. She also serves as a trustee of the Episcopal Diocese of Michigan, assisting in overseeing investment strategy and grant awarding. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Morgan Wolfe is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.