Mark Gugel is a financial advisor with Thrivent Investment Management in Shelby Township, MI. He holds Series 63 and Series 66 designations and has 24 years of experience. Since 2002, he has worked with Thrivent Financial for Lutherans, Thrivent Investment Management, and Walsh College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without including implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

Kristie Szejbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Reid is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. He previously worked at Royal Alliance & Associates for ten years and Leonard & Company for one year. Outside of his advisory role, he is involved in managing and training staff at Blumark Financial Advisors LLC and serves as a director and tax professional at Blumark Tax Advisors LLC, where he prepares and reviews income tax returns. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with tailored income planning advice based on proprietary research and algorithmic analysis.

Robert Frank III is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior experience includes roles at SPC, Sigma Financial Corporation, and Ameriprise Financial Services. He is involved with Producers Choice Network, a non-variable insurance business. 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 access, and institutional platforms, supporting a wide range of investment strategies and client needs.

Damoni Ealy is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to develop financial strategies tailored to their unique goals and circumstances. His approach emphasizes understanding what clients and their families value most, with the aim of helping them pursue their financial objectives. Damoni holds a Bachelor's Degree from Grand Valley State University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Through his role at Merrill Lynch, he facilitates access to global investment resources as well as credit, lending, and banking services offered by Bank of America.

John Downey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Grant Fodor is a financial advisor with Edward Jones in Lake Orion, MI, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he serves as president of Fodor Family Farm, LLC, a hobby farm and retail business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Leonard Brunkey is a financial advisor with Cambridge Investment Research Advisors in Rochester, MI. He holds the CFP® and ChFC® designations and has 37 years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2005 and with Keystone Financial Services since 1995. Outside of his advisory work, he provides services through Keystone Financial Services such as bookkeeping, estate planning preparation, and assisting with nursing home reviews. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms, custodians, third-party advisers, and proprietary model strategies.

William Schmidt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management for individuals and their families, assisting clients in pursuing their financial goals through personalized strategies. His approach integrates the investment insights of Merrill with the banking services of Bank of America to navigate today's complex markets. William's expertise encompasses areas such as college education planning, executive and equity compensation services, family wealth management, legacy planning, retirement income, and tax minimization. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Economics from Miami University, with minors in Management and Latin American Studies. William is involved in community activities such as Teach on the Beach and Racquet Up Detroit and is a member of the Detroit Athletic Club. He resides in Pleasant Ridge, MI with his wife, daughter, and two dogs, and enjoys cooking, fishing, and traveling in his free time.

David Krahn Jr. is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he held positions at several firms including Woodbury Financial Services and Bridgewise Financial Partners. Outside of advising, he works as a sports official for the Michigan High School Athletic Association, officiating football and basketball games. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across various programs such as comprehensive financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization to support a diverse client base that includes individual investors, retirement plans, charities, and corporate clients.

Alexander Sesi is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to joining J.P. Morgan, he was employed by Amazon and operated a business called Vegas Party Shoppe. Outside of his advisory role, he is involved as an owner and partner in RD Capital Group, LLC, a real estate venture focused on property acquisition and management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and utilizing derivatives and commodities capabilities.

Jeffrey Steele is a CFP® and ChFC® with 36 years of industry experience. He is currently with LPL Financial and previously worked at firms including Commonwealth Financial Network, Center for Wealth Management, Mass Mutual, and Metlife Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a large network of investment adviser representatives and provides a range of financial planning and asset management solutions.

Steven Miodonski is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill, Edward Jones, PNC Bank, and Caliber Home Loans. Outside of his advisory work, he is the sole owner of a farm used for deer hunting in Harbor Beach, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sarah Richards is a financial advisor at Ameriprise with 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2026, she worked at The Huntington Investment Company for 14 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their approach is supported by investment research, third-party data, and algorithmic tools, and includes restrictive enrollment criteria requiring a minimum level of investable assets.

Bradley Batur is a financial advisor with Morgan Stanley based in Rochester, MI, holding Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning approach supported by proprietary tools and market simulations.

Mark Lundquist is a CFP® and Series 66-registered financial advisor with Edward Jones, based in New Baltimore, MI. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Madison Scarpelli is a Series 66-licensed financial advisor at LPL Financial with six years of industry experience. Prior to joining LPL in 2024, she worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Her background also includes positions at BlackRock and the University of Michigan. 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 financial planning and investment management services through a large network of advisors using diverse strategies and operational tools.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Alan Mclellan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley and Cetera Advisors. He serves on the Board of Directors for the Rochester Rotary as Assistant Treasurer and is Vice President of the Irish Network Detroit. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized recommendation reports, leveraging proprietary research and third-party data.

Paul Okeefe is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience in investment management and has been with Merrill since 1991. Paul holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), Retirement Accredited Financial Advisor (RAFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Michigan State University prior to beginning his career at Merrill. Paul's expertise includes retirement planning for individuals and small businesses, wealth management, education planning, family wealth strategies, non-profit services, investment consulting for defined contribution plans, tax minimization, socially responsible investing, and small business strategies. His approach involves developing personalized financial strategies designed collaboratively with clients to help them pursue their life and financial goals. Outside of his professional role, Paul is involved in community organizations such as the American Red Cross and the American Cancer Society. He volunteers with groups including the Ovarian Cancer Research Alliance and the Red Cross. His personal interests include boating, fishing, football, gardening, ice hockey, music, reading, spending time with his family, table tennis, and traveling.