Bryan Mcnamara is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his work in finance, he is involved with Synod Residential Services, an organization he has been connected to since 2011. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to assist clients in developing financial plans.

Samson Park is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012, alongside his ongoing tenure at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm offers customized solutions through its Institutional Consulting Services program on a non-discretionary basis.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Kallapiran Ramanujam is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kohl's and SIZIGI, as well as time spent pursuing studies at Wayne State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Ramzi Bahu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Angelo Grant is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked at CDW for four years and Kelly Services for five years. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Chad Nyitray is a financial advisor at Ameriprise with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2020, he worked at Equitable Advisors and AXA Advisors for over two decades. He is also involved in independent insurance brokering, including fixed annuity and life insurance products. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sean Wallace is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative II. Prior to Fidelity, he worked as a Registered Service Associate at Raymond James from 2012 to 2015. In his current role, Sean focuses on empowering clients to pursue their financial goals by providing clear guidance tailored to individual circumstances. He works to help clients navigate industry terminology and develop personalized financial plans designed to address various personal and market events. Outside of his professional work, Sean's personal interests include biking, board games, gardening, movies, parenthood, and traveling.

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Matthew Ostach is a financial advisor at Edward Jones in Plymouth, MI, with eight years of industry experience. He holds a Series 66 designation and previously worked at Chemtool and operated Ostach Enterprises LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages a broad range of advisory programs and invests approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Matthew Twomey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and also has work experience at Floor & Decor and CANYOUHANDLEBAR.COM. Outside of his advisory role, he is involved in sales for non-investment related home security and automation products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Kevin Ackroyd is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and changing market conditions. His client focus areas include college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Spring Arbor University. Committed to serving his community, he actively volunteers with local organizations. Outside of work, Kevin enjoys baseball, football, hiking, skiing, and volleyball.

Nicholas Hawk is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise and National Planning Corporation. Outside of his advisory work, he serves as a caregiver in a part-time capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services.

Jason Wirgau is a financial advisor with Edward Jones in Canton, MI. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at Audacy (WWJ Newsradio 950). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Nicole Phifer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and fundamental research-based approach to portfolio construction and oversight.

Rex Stanczak is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Stifel Nicolaus & Co. Inc. for 21 years before joining Wells Fargo in 2026. Outside of his advisory role, he serves as the head basketball coach at Father Gabriel Richard High School. 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 from Wells Fargo Investment Institute and third-party databases.

Nancy Pashnik is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with LPL Financial since 2014 and also works with the Bank of Ann Arbor, where she has served since 2010. Outside of her advisory role, she acts as successor trustee for the Lorraine Pashnik Living Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Jeanne Baldwin is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has worked within the Edelman Financial Engines network since 2011 through its various affiliated entities. Outside of her advisory role, Baldwin is a motivational and inspirational speaker and has been invited to present on planned giving strategies to nonprofit donors. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and account types.

Ryan Cohen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at several firms including Avantax and MIP Advisors, and is involved in coordinating tax services through a partnership at a tax planning center. Cohen also maintains a role as an insurance agent, focusing on fixed annuities and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.