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.

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.

Jeffrey Hakes is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has held prior roles at First Command Advisory Services and Bankers Life. Outside of his advisory work, he is involved in selling fixed insurance products and providing health insurance advice through his own related businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Rachelle Hassan is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF for 11 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary solutions.

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.

Christian Odish is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience, including roles with JPMorgan Chase Bank, N.A. Outside of financial services, he works with two small businesses specializing in floral arrangements and event accessories, where he assists with setup and delivery. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

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.

Jacquelyn Kuhn is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 21 years. In addition to her advisory role, she is an insurance agent specializing in life, health, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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.

Jeffrey Fitzgerald is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured processes and firm-approved tools to model client outcomes.

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.

Sergio Guerra is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Michigan State University. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Michael Rumschlag is a financial advisor with Raymond James Financial Services Advisors, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 1997 and owns Rumschlag Realty LLC, a real estate investment business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized retirement plan advisory services.

Dimitri Hountalas is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera and JPMorgan Chase. 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, model portfolios, third-party asset management, and institutional platforms.

Susan Tower is a financial advisor with Ameriprise in Davison, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Mc Calla is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. 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.