Alexander Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Infinex Investments, Flagstar Bank, and C.J. Barrymore's. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools for operational and research support.

Scott Mc Kinnie is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2019, following prior roles at Royal Alliance Associates, Sii, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Panagiotis Gargasoulas is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads the Pollard Gargasoulas Group, advising business owners and families to deliver customized investment portfolios and wealth management strategies. His role involves connecting clients to suitable people, plans, and processes tailored to their unique ambitions. He has experience as a financial advisor at Merrill Lynch since June 2021 and previously served as a Senior Portfolio Manager at Fifth Third Wealth Management Group from March 2007 to June 2021. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Panagiotis holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Michigan State University. In his community, Panagiotis serves as Treasurer for the Grosse Pointe Artists Association and participates in the Grosse Pointe Farms / City Little League Baseball. His personal interests include baseball, basketball, boating, football, horseback riding, soccer, and spending time with his family.

Wayne Phillips is a financial advisor with Ameriprise in Detroit, MI, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Phillips serves on several nonprofit boards, including the MCOD Scholarship Foundation and the Omega Historic Preservation Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Graham is a CFP®-designated financial advisor with J.P. Morgan Securities in Detroit, MI, bringing 15 years of industry experience. His prior roles include positions at Merrill and Fifth Third Securities. Outside of his advisory work, he is involved in a real estate rental business through Prolific Life Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence, integrating an ESG eligibility framework where applicable.

Douglas Householder is a financial advisor at Merrill with three years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Bank of America, N.A. and Merrill, where he has been since 2000. Merrill, along 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.

Zaman Ali is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2019. Outside of his advisory role, he creates videos on YouTube discussing human development and personal lifestyle in Arabic. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include an ESG eligibility framework.

Jeremy Witkowski is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Merrill, Banc of America Investment Services, and LaSalle Financial Services. Since 2010, he has been associated with J.P. Morgan in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a manager solutions team combining quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities.

Fernando Aguirre De La Rosa is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Agia, Valic Financial Advisors, and Hantz Financial Services. Outside of advising, he is involved in non-securities insurance product activities through his role at Agia. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and firm-sponsored advisory platforms.

Adam Holinski Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Scott Oostdyk is a financial advisor with Edward Jones in Flat Rock, Michigan, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Guaranteed Rate, Broker Solutions, Inc., and Flagstar Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Harris is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he served in the US Army for 22 years. Outside of his advisory role, he has been involved in several business ventures, including a minority ownership in a pizza franchise, acting as a trustee for a family-owned shirt company, and assisting with a digital application company owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a broad network of financial advisors and branch offices across the United States.

Lawrence Kearney Jr. is a financial advisor with Raymond James Financial in Trenton, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2010 and previously at Oleson Financial and Riverside Financial Advisors. He also owns Kearney Financial Services, LLC, a business established to facilitate payroll for his assistant. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients, offering tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Riccardo Selva is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc., as well as teaching and performing music since 1994. He is also engaged as a music performer and teacher for churches and schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to different client needs.

Allen Rosin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1979 and currently assists clients by helping them build wealth management strategies tailored to their individual needs. Allen emphasizes a comprehensive approach to managing wealth, focusing on listening to clients and supporting informed decision-making throughout the development of their financial strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Allen earned a Bachelor's Degree from Michigan State University. His approach includes offering contrarian fixed income portfolio management through the Merrill One Investment Advisory Program.

Daniel Dickhudt is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as President of DLPROPERTIES LLC, a company involved in managing rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. She joined Merrill in 2014 and is part of the Huntsman Ludlow group. In her role, Karen manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She provides services such as portfolio management, retirement planning, education planning, legacy planning, and wealth management strategies. Karen earned a Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, graduating magna cum laude as a member of Phi Beta Kappa. She became a financial advisor in 2015 and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2019. Additionally, she holds the Personal Investment Advisor (PIA) designation. Outside of her professional responsibilities, Karen's personal interests include music, running, and tennis. She resides in Grosse Pointe with her husband, Keith, and their son, Jack.

Daniel Pason is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at The Accounting Office, Inc. and The Hantz Group. Outside of his advisory role, he is a partner in several businesses, including REDSKY TAX LLC, which provides tax planning and preparation services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Michael Ceaser Jr. is a CFP® professional with 50 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and has also been involved with Ceaser Capital Management since 2013. Cetera Investment Advisers LLC is an SEC-registered firm 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, integrating both discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Brian Maxson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial industry on October 19, 1987, the date of the stock market crash, which influenced his approach to understanding market fundamentals and helping clients avoid emotional decision-making. Brian's expertise includes advising ambitious clients such as automotive, medical, and private equity executives, engineers, business owners, attorneys, and physicians. He focuses on structuring practical, tactical, and timely strategies for areas including retirement planning, portfolio management, legacy planning, and family wealth management strategies. Brian also serves as a Portfolio Manager, managing discretionary Personalized or Defined Strategies that may consist of individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds a Bachelor of Business Administration degree in Finance from Eastern Michigan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Brian supports organizations such as the Junior Diabetes Research Foundation, American Diabetes Foundation, Faustman Labs, Eversight, The Humane Society, and his alma mater. He enjoys antiquing, golfing, music, and spending time with his family.