Reagan Hamilton is a financial advisor at OSAIC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., Securities America Advisors, and The Firm Advisors. He also works as an independent contractor providing fixed insurance referrals and serves as a financial consultant involved in sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Paige Mason is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and totaling 10 years of industry experience. She has been with Merrill since 2017 and previously worked at Hennes & Mauritz (H&M) for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Arnott is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Carson Mamo is a financial advisor at Thrivent Investment Management in Detroit, MI, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Thrivent, he worked at Financial Architects, Inc. for six years and operated a landscaping business, Mamo's Landscape Solutions, for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Jacob Short is a financial advisor at Charles Schwab in Troy, MI, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Tiaa, as well as entrepreneurial ventures such as Shade Cloth Store LLC and Modern Media Tech. He also has a background in full-time education spanning a decade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Victor Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp and NYLIFE Securities LLC. Outside of financial services, he was involved with Aqua Tots Swim Schools for four years. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Frank Migliazzo is a Private Wealth Advisor and the Chairman of MKG & Associates, a private wealth management team. He provides strategic direction and investment policy for the team, which consists of 14 wealth management professionals. With a career at Merrill starting in 1979, Frank has experienced various market cycles and economic conditions, allowing him to apply knowledge and judgment in creating investment portfolios responsive to differing market environments. Frank holds a bachelor's degree from Western Michigan University and an MBA from the University of Detroit Mercy. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Certified Investment Management Analyst® designation sponsored by the Investments & Wealth Institute™ at the Wharton School. He is also a member of Kingdom Advisors and among a select group of advisors nationally designated as Merrill Institutional Consultants. Beyond his professional work, Frank serves on the boards of the Boys & Girls Club of Southeastern Michigan, Manresa Jesuit Retreat House, the Catholic Foundation of Michigan, and the Pope Francis Center. He resides in Bloomfield Hills, Michigan with his wife Gail and their three children Katie, Joey, and Lauren. His personal interests include golfing, running, and spending time with his family.

Paul Schmidt is a financial advisor with LPL Financial based in Livonia, MI. He holds the CFP® designation and has 27 years of industry experience. His prior roles include positions at Fidelity Investments and Cetera Advisor Networks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology tools and oversight of over $819 billion in discretionary assets.

Jeramey Lynch is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank since 2008. Outside of his advisory role, Lynch is the sole proprietor and investor of TINPB LLC, a multi-family residential real estate business managed by a third party. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Lee Schaeffer Jr. is a CFP® and Series 63 credentialed advisor at LPL Financial with 35 years of industry experience. He has been with LPL Financial since 2004. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of strategies and technology tools to support its network of investment adviser representatives.

Kevin Pieschke is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Members First Credit Union, and Axa Advisors. He serves as a board member of Hopevale Church, where he participates in doctrinal discussions and budget voting. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Narkus is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and leads Nicole Faith Financial Services LLC, focusing on financial planning, investment management, retirement, and insurance planning. Prior to joining Raymond James, she worked at Edward Jones for seven years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

Marygrace Voss is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Michigan Financial Companies, UHY, Walsh College, BKD, and Xavier University. She is also involved as a financial planner and partner advisor in related financial and insurance activities at Michigan Financial Companies and Fathom Financial Partners. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supported by a complex network of affiliates and a platform notable for its scale and consolidation.

Daniel Paulson is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co., Inc. since 2001. Outside of his advisory role, he serves as a board member on the Schoolcraft Foundation Board of Governors, participating on the Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The team provides tailored consulting and portfolio services, employing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Glen Young is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Birmingham, Michigan. He previously led Ashton Young, Inc. for 37 years before joining Morgan Stanley in 2020. Outside of his advisory role, he maintains involvement as an officer in Ashton Young, Inc. and owns LSG Financial LLC, an insurance-related business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes an advisory role, with a broad array of retail and institutional investment services.

Ross Ainley is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved with Ainley Financial Group, where he offers and services fixed insurance products and premium financing. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of discretionary and third-party strategies.

Bryon Knuth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securian Financial Services, and Wealth Strategies Financial Group, where he continues to serve clients. Outside of finance, he is the owner of an apparel website operated by his sons and assists in real estate activities with his wife. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through various program structures.

John Nori is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. His prior work includes 13 years at Sagepoint Financial, Inc. and three years at Merrill. Outside of advising, he serves on the board of the McLaren Macomb Healthcare Foundation and owns a card trading business incorporated for his two sons. OSAIC Wealth serves a wide range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management.

Christina Wright Sutton is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jordan Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, following a tenure at Axa Advisors, LLC, and also serves in a health insurance advisory role at Cornerstone Benefit Plans, Inc. outside of his primary advisory work. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers ERISA fiduciary services to qualified plans.