Deborah Alice is a financial advisor at Stifel with 26 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. She is also the owner of a small appliance services business outside of her advisory work. Stifel serves a diverse client base that includes individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

William Grombala Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 35 years of experience in the financial services industry. He joined Merrill Lynch in 1997 and has also served as Resident Director from 2003 to 2015. William applies his extensive knowledge and experience to help clients develop comprehensive wealth management strategies tailored to their individual needs. His areas of expertise include college education planning, corporate benefits, employee financial health, liquidity management, personal retirement planning, and portfolio management services. William is supported by an experienced team and aims to provide clients with a sense of comfort and security beyond their financial matters. William holds a Bachelor's Degree from Hillsdale College and the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations such as the Knights of Columbus, That Man is You, St. Joseph's Church in Mapleton, and Old Mission Peninsula. Additionally, he volunteers with the YMCA and advocates for the Carmelite Monastery. Outside of work, William enjoys outdoor activities with his family including biking, boating, football, golfing, hiking, music, swimming, watching movies, and yoga.

Tod Taylor is a ChFC®-designated financial advisor with LPL Financial in Traverse City, MI, and has 32 years of industry experience. He previously worked at Advanced Financial Group, Inc. for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by model portfolios, third-party research, and technology-driven solutions.

Nicholas Tucker is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Ameriprise and its related entities since 2006. Outside of his advisory role, Tucker is managing partner of Bedrock Acquisitions, LLC, a business involved in practice acquisitions, and serves as Vice-President and Dock & Beach Director on the board of the Hidden Ridge HomeOwners Condo Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written retirement recommendations supported by a centralized consulting team.

Keri Sabatini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Adam Creighton is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2012, he has focused on providing investment guidance and developing financial solutions tailored to individuals, families, and businesses. Adam’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, portfolio management, retirement planning, tax minimization, and small business strategies. Adam began his career in financial services in 2005 after earning a bachelor’s degree in finance from Coastal Carolina University. He worked in investment brokerage for two years before serving as an investment analyst for Hamilton Point Investment Advisors in Chapel Hill, North Carolina, for five years. Adam holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He and his wife, Lauren, live in Traverse City with their two children. Outside of his professional work, Adam enjoys a variety of sports including baseball, basketball, football, boxing, golfing, and hiking. He values spending time with his family and traveling.

Michael Benoit is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Principal Securities Inc. and Transamerica Retirement Solutions. Outside of advising, he hosts a program called Swing Theory. 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 range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.