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 CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2012. She holds the Series 63 and Series 65 licenses and is based in Wyandotte, MI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Marc Ganop is a financial advisor with OSAIC in Riverview, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years each. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various advisory platforms and asset-allocation tools, offering discretionary and non-discretionary portfolio management options.

Honesty Clark is a Series 66-licensed financial advisor with Edward Jones, bringing experience from over a decade in the corporate sector, including roles at Tenneco Inc. and Yazaki North America Inc. Clark has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Isaiah Bross is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He previously worked at Commonwealth Financial Network and has held roles at Mini Mittens Pediatric Therapy and several other firms. Outside of advising, he is involved with Wilderness Wealth, a business he owns to manage advisory income separately for tax and liability purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports a broad network of advisors with specialized programs and targeted marketing initiatives.

Joanne Hardin is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is involved in ownership of multiple non-investment-related real estate properties in Ludington, Michigan. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with advisors, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

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 in Grosse Ile, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2017, including its predecessor entity, and previously spent seven years with AXA Advisors. Hartwig operates a separate business for tracking business expenses. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to generate personalized retirement recommendations.

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.

Kyle Ciotti is a financial advisor at Fidelity with Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at Experior Financial Group, The Leaders Group Inc., and several other financial services and investment firms. Fidelity’s Strategic Advisers LLC, where Mr. Ciotti is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Ali Saab is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors, he worked at the University of Michigan Dearborn and has experience in community roles including coaching soccer for the Dearborn Soccer Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored and endorsed platforms.

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.