Sandra Mcconnell is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been associated with Bank of America and Merrill since 2012. Outside of her advisory role, she is a 50% owner and member of an LLC managing a future rental property investment. 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 model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Chandler is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate agreements.

Brady Morrison is a CFP® and holds a Series 66 license with 13 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Marcia Moore is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that use analytical models such as Monte Carlo simulations.

Kay Durow is a financial advisor with Wells Fargo Clearing in Troy, Michigan, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for his spouse and as a standby guardian for his brother. Wells Fargo Advisors provides investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by research from Wells Fargo Investment Institute and a range of brokerage and advisory solutions.

Rose Bryant is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes a long tenure at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Daniel Sakalian is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 employs a structured financial planning process supported by firm-approved tools and offers planning services that integrate market-based modeling techniques.

Marie Vanerian is a Wealth Management Advisor specializing in institutional investment consulting and advisory services at Merrill Lynch Wealth Management. She provides services to a diverse group of clients, including foundations, endowments, religious organizations, pension plans, Taft-Hartley funds, 401(k)/403(b) plans, and multi-generation private family offices. Her expertise encompasses fiduciary oversight, due diligence, portfolio construction, and educating plan sponsors and employees. Throughout her career, Marie has focused on wealth accumulation, preservation, and growth by helping clients understand their investment options and make informed decisions within their risk tolerance. She holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Certified Plan Fiduciary Advisor (CPFA), and is committed to lifelong professional learning to stay current with the investment landscape. Marie earned a bachelor's degree in Economics from Michigan State University. Her community involvement includes support for organizations such as The Detroit Symphony Orchestra, Lions Clubs International, Special Olympics, Samaritas, Vista Maria, The War Memorial, and the Armenian Church Endowment Fund. She also engages in activities with St Johns Church, Special Olympics, and Habitat for Humanity. Her personal interests include music, reading, traveling, and writing.

Marco Pasquali is a financial advisor with J.P. Morgan Securities in Oxford, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Merrill and JPMorgan Chase Bank, N.A., as well as prior experience at Hewlett Packard Enterprise / DXC Technology. 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 supported by both quantitative and qualitative research.

Michael Lienert is an advisor with LPL Enterprise holding a Series 66 designation. He has zero years of industry experience and previously worked in the sports and entertainment sectors, including roles at Ilitch Sports & Entertainment and Chicago Fire FC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services including trust custody and insurance products.

Ryan Paschen is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2008 to 2019. He is also the owner of Paschen Enterprises LLC, a non-investment-related business established to understand client LLC filing processes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipalities. The firm offers financial planning and investment consulting through non-discretionary relationships, supported by a range of portfolio management strategies and affiliated research.

George Zobian is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for five years and spent nine years at Questar Asset Management and Questar Capital Corporation. In addition to advisory work, he is an insurance agent involved in selling approved insurance products and annuities. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various strategies including discretionary UMA and third-party manager options.

Charles Snyder is a financial advisor with LPL Financial, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, United Securities Alliance, Inc., and Cambridge Investment Research, Inc. Since 2023, he has been affiliated with LPL Financial and also operates Vigilant Financial Services, an investment-related business connected to his LPL practice. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Buckles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes nine years at Raymond James & Associates and prior roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Charles Craves is a financial advisor with LPL Financial in Clarkston, MI, holding the Series 63 and Series 65 registrations and possessing 41 years of industry experience. His prior experience includes roles at Royal Alliance Associates, BBCM Financial Services, and VOYA Financial Advisors, Inc. Outside of his advisory work, he is involved in community theater as a part-time actor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on combining extensive resources and technology to support its network of over 22,800 advisors.

Jill Nester is a financial advisor with UBS Financial Services in Birmingham, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2000. 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 plans based on clients’ goals and risk tolerances.

Elliott Hurford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Fifth Third Bank NA for nine years before joining LPL Financial in 2020. Outside of his advisory role, he is a commissioned notary and operates a consulting business for tax and investment purposes. 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 and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Christopher Ohlert is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. He is also involved in several financial services ventures, including ownership roles in United Planning Group and UPG Financial, and holds a position as president of COHLERT LLC. Additionally, he sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary investment authorities.

Sara Uh is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Troy, MI. She has been with the firm and its predecessors since 2016, including Financial Engines Advisors L.L.C. from 2018 to the present. 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 a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Stephen Burke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Stephen earned both his Bachelor's Degree and Master's Degree from Purdue University, with his graduate studies completed at the Krannert School of Management.