William Bynum is a financial advisor with Ameriprise based in Trenton, Michigan. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in real estate business ownership. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Vonda Grant is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including two years at Merrill and 14 years with her current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with an emphasis on tailored, non-discretionary advisory relationships.

Marc Ganop is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Honesty Clark is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Clark worked at Yazaki North America Inc. and spent 11 years at Tenneco Inc. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Isaiah Bross is a Series 66-licensed financial advisor with Raymond James Financial in Monroe, MI, and has three years of industry experience. Prior to joining Raymond James, he worked at Commonwealth Financial Network and other firms. Outside of advising, he is involved in life insurance sales through Ash Brokerage and participates in team discussions at Village Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining specialized services such as municipal advisory and SIMPLE IRA consulting.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

Stephen Hartwig is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years with Axa Advisors, LLC. Hartwig also operates a personal business for tracking business expenses outside of his advisory work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored retirement income planning with a focus on tax-aware withdrawal strategies and dependable income sources.

Bradley Bocketti is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to UBS, he worked at Butler Business Consulting Group and attended Butler University. Bocketti serves as an alumni board member for the Detroit Catholic Central Finance Club, where he supports the education of high school students in finance and investing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Mya Kilgore is a financial advisor at Merrill with a Series 66 designation and over three years of experience at the firm. Her prior work history includes roles at Bank of America, FCA Fiat Chrysler, Trinity Health, Credit Acceptance, and Paycor. She is also affiliated with Strayer University. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Ciotti is a financial advisor at Fidelity with Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at several firms such as Experior Financial Group, The Leaders Group Inc, and Artista Investments LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has diverse work background including roles at Bubbleology and Taystee Burgers. Outside of his advisory role, he coaches soccer for the Dearborn Soccer Club. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management via a network of Investment Adviser Representatives and third-party asset managers.

Donald Andrysiak is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and the Series 63 license. He has worked with Cetera Advisors LLC since 2013 and owns Economic Financial Services LLC, a financial services firm established in 1999. Outside of advisory work, he is also an agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Ian Mc Guire is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized strategies that address their short-, mid-, and long-term financial goals. He provides guidance on various aspects of investing, retirement planning, and saving for unexpected events, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ian's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Olivet Nazarene University. Outside of his professional work, Ian is involved in the Northline Church community. His personal interests include billiards, bowling, chess, music, painting, reading, spending time with his family, and swimming.

Steven Schweickart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that manages the finances of individuals, families, and business owners throughout Southeastern Michigan and across the United States. Steven provides personalized wealth management strategies tailored to clients’ unique financial goals and changing market conditions. He helps clients consider factors such as risk tolerance, time horizon, and liquidity needs in developing their financial plans. Steven specializes in family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. He and his team build, implement, and review investment strategies, collaborating with specialists when clients require more complex expertise. Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor's degree from Michigan State University. Outside of his professional work, Steven is involved with the Grosse Ile Nature and Land Conservancy. His personal interests include hiking, reading, spending time with his family, playing tennis, and traveling.

Kingshook Ghosh is a CFA® charterholder with 16 years of industry experience. He is the owner and Chief Investment Officer of UsaWorld Capital LLC, where he has worked since 2009. The firm provides portfolio management and financial advisory services to individual and institutional clients. UsaWorld Capital manages approximately $5.87 million in assets and combines a solo-practitioner structure with the capacity to handle institutional portfolios, serving a small and specialized client base.

Daniel Dobbins is the principal of Dobbins Capital Management in Taylor, MI, with 14 years of experience in financial advising. He is also an active attorney specializing in estate planning, trusts, and corporate law, and has been an independent insurance agent since 1975. Prior to founding his advisory firm in 2013, he maintained a legal practice and insurance agency. Dobbins Capital Management primarily serves individual clients, trusts, estates, and small retirement plans, focusing on portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control through individualized asset allocation and often works with third-party advisers in a non-discretionary capacity.