Tory Mc Mullen

Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is an advisor at Saxony Capital Management, LLC with 30 years of industry experience. He has been with Saxony Securities since 2013 and holds Series 63 and Series 66 licenses. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors serving several hundred client relationships across multiple offices and uses a range of investment strategies including discretionary asset management, technical and fundamental analysis, and sub-advisor models.

Thomas Shelder is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &Partners since 2023. Prior to joining &Partners, he spent 12 years with Edward Jones. Outside of his advisory role, he is the owner of AEL Properties, LLC, a rental property business in Williamsburg, MI. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models within a technology-driven platform.

Cary Wieting is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Merrill and Bank of America since 2010. Outside of his advisory role, he serves as a committee member of WS Family LLC and acts as president and treasurer of the Bay Harbor Club Association, a neighborhood homeowners association. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring, offering diverse program strategies and tax-efficient investment solutions, supported by deep integration with Bank of America affiliates.

Gary Bice is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at UBS Financial Services Inc. Outside of his advisory role, he is involved with the Karmanos Cancer Institute, attending annual meetings to stay informed about the organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and advisory services, with clients generally maintaining discretion over implementation.