Austin Tackmann is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and four years of industry experience. His prior work includes roles at SHI International and TEKsystems, Inc. He is based in Southfield, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Michael Barnd is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2012. Outside of his advisory role, he serves as a director for Springbrook Ranch, an agricultural enterprise involved in alfalfa cultivation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a Green Committee Member at Meadowbrook Country Club. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Maki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, N.A., J.P. Morgan Private Bank, and First Merchant's Corporation. Outside of finance, he has experience managing a lawn care business and worked at Meadowbrook Country Club. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Douglas Clark is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, Llc. Clark holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.

Gerald Doran is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent with B&D Financial Group, where he engages in life insurance sales and service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships and offers specialized services such as divorce planning and estate-settlement programs.

Donovan Strong is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Quest Diagnostics prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Vincent Ashley Jr. is a CFP® professional with 46 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for a decade. He also operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of financial advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using various tools and third-party managers to construct and manage portfolios across multiple asset classes.

Carolynn Bridges is a financial advisor with LPL Financial in Plymouth, MI, holding CFP®, Series 65, and Series 63 designations. She has 14 years of industry experience and has worked with firms including Sagepoint Financial and City Center Financial. Outside of advising, she has worked as a data entry contractor in a remote capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management along with access to model portfolios and research.

Adam Albert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and service in the Michigan House of Representatives. Outside of finance, he has been involved with the Greater Canton Youth Baseball Association. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Leslie Lister is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Comerica Securities, Inc. Outside of advisory work, he is a member and co-owner of Carpe Diem BLMC, a real estate business in Huntington Woods, Michigan. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services, combining research, firm-sponsored wrap programs, and an extensive affiliate network to support comprehensive financial solutions.

Melissa Profitt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 27 years of industry experience. She previously worked at Comerica Securities for over three decades and spent time with Ameriprise before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and government entities. The firm offers wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by an extensive affiliate network and specialized services in municipal and public finance.

William Fay is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliates since 2018 and previously worked at Waddell & Reed. Outside of his advisory role, he is a co-owner of Fay-Hilbert Resort, LLC, an entity established for personal estate planning and liability purposes related to a vacation home. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals near or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research-driven modeling and tax-efficient strategies to deliver annual retirement income recommendations.

Adriana Shkreli is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has been employed at JPMorgan Chase Bank since 2013. In addition to her role at J.P. Morgan Securities, she is also an employee of JPMorgan Bank, where she offers certain banking products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Gary Copi is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with LPL Financial since 2007 and also operates Independent Financial Advisors, providing financial plans and hourly fee consulting. Additionally, he owns a CPA firm offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Hernandez is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked with CUSO Financial Services, LP, and DFCU Financial. Outside of his advisory roles, he operated a business called Motorcitysolez from 2020 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services through a national network of investment adviser representatives.

Danielle Holmes is a financial advisor with LPL Financial in Canton, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been affiliated with LPL Financial since 2009 and also works as a certified group fitness instructor at LifeTime Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by various model portfolios, third-party subadvisors, and research.

Renee Hof Lacey is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporations, charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with public-financing and municipal work.