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.

Mackenzie Mertz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She is also involved in coaching volleyball, serving as lead trainer and tournament director for The Victors Volleyball Club LLC and as an assistant volleyball coach at the University of Michigan - Dearborn. Outside of advising, she works at Fern Hill Golf Club in a customer service role. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors, serving a diverse 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 options spanning automated allocations to customized strategies.

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.

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.

Brent Deuel is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 22 years of industry experience. He spent 12 years at Woodbury Financial Services before joining Osaic in 2024. He is also a partner at Deuel Financial Group, where he is involved in sales and service of group, life, health, AD&D, and long-term care insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party resources to manage portfolios that include a broad array of asset types.

Michael Gulawsky is a financial advisor at LPL Enterprise with a Series 66 credential and under one year of industry experience. His prior work experience includes roles at Lululemon Athletica and MPM Companies LP. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and sales services.

Andrew Meyer is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at the Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, Meyer is the owner of AMG LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers planning solutions supported by proprietary tools and research, operating primarily in an advisory capacity.

Patrick Malzone is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jennifer Connor is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and advisory programs that incorporate in-house and third-party investment managers, tax management, and responsible investing options.

Elizabeta Ljuljduraj is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and at Bank of America, N.A. since 2025. Prior to her advisory roles, she was employed at Henry Ford Macomb Hospital and Plaza Ivana. 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 a variety of client types including individuals, high-net-worth clients, and charitable organizations.

Dan Keith is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, initially serving as an Investment Consultant before advancing to his current role, where he provides financial consulting services. Dan's professional experience encompasses working with a diverse range of clients, focusing on financial planning and helping high-net-worth families evaluate and make informed financial decisions tailored to their individual goals and circumstances. Prior to joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2014 to 2015 and began his career as an Insurance Representative at Allied Financial from 2013 to 2014. Outside of his professional work, Dan has interests in boating, comedy, concerts, golf, and movies.

Stephen Bratta is a financial advisor with Ameriprise in Oakland, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its predecessor firms since 2006 and is also a co-owner of a consulting business, Advisor Legacy, and owner of Bedrock Acquisitions, LLC, which is used for practice acquisitions. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kimberly Melletat is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Mary Crummey is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with UBS since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Anthony Bucci is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 designation and 23 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for eight years each. Outside of his advisory role, Bucci is an author who writes a blog and serves as an assistant lacrosse coach at Notre Dame Prep High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of advisory programs, research-supported model portfolios, and technology-enhanced portfolio management solutions.

Jason Braun is a financial advisor with UBS Financial Services in Troy, MI, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Gelineau is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2016. 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.

Christopher Beauvais is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He previously worked at Lincoln Financial Advisors for 13 years and had shorter tenures at OSAIC and DeRoy & Devereaux before joining Ameriprise in 2026. Ameriprise Financial Services is a large 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 income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and investment recommendations influenced by an affiliated product ecosystem and distribution arrangements.