Gary Copi is a financial advisor with LPL Financial in Livonia, MI, holding the CFP® and Series 66 credentials. He has 18 years of industry experience and has been with LPL Financial since 2007. Copi also owns a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Danielle Holmes is a financial advisor with LPL Financial in Canton, MI, holding the Series 63 and Series 66 designations and bringing 17 years of industry experience. In addition to her advisory role, she has worked as a certified group fitness instructor at LifeTime Fitness since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a diverse array of non-advisory financial activities.

Marilyn Woodman is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1985, she has developed extensive experience in retirement and investment planning, guiding clients through a comprehensive process that includes evaluating current financial situations, setting goals, assessing risk tolerance, and creating personalized strategies to support their long-term lifestyle objectives. Marilyn is licensed in insurance and can offer clients access to a full range of insurance and annuity products when appropriate. Her client focus areas include college education planning, divorce transition planning, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Marilyn holds a Bachelor's degree in Business from Michigan State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Marilyn is actively involved in her community through volunteering and maintains a strong personal commitment to her family. She resides in Canton with her husband, Ken, and dedicates much of her time outside of work to supporting her three grown children and six grandchildren. Her personal interests include cooking, swimming, traveling, and spending time with family.

Thomas Wloch is a financial advisor at OSAIC with 15 years of industry experience. He previously worked at Hantz Financial Services for 12 years before joining OSAIC in 2022. Outside of his advisory role, he is involved in managing a tax credit firm and holds financial power of attorney and trustee responsibilities for his parents. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with customizable strategies and supports a wide range of financial planning and portfolio management programs.

Sean Lehman is a financial advisor with Charles Schwab & Co., Inc. in Detroit, Michigan, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Griffin Claw Brewing Company and the United States Postal Service. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm employs a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and uses multi-asset model portfolios supported by extensive research and due diligence.

James Thorpe is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He is the sole owner of Jim Thorpe LLC, a business managing cash flow and expenses. Thorpe holds leadership roles in local organizations, including Vice President of the Dearborn Library Foundation and President Elect of the Rotary Club of Dearborn, and contributes to the Dearborn Area Chamber of Commerce Finance Committee. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Erik Bloomfield is a financial advisor with OSAIC based in Dearborn, MI, holding the ChFC® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including prior roles at Advisor Group, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Thrivent Investment Management. Outside of his advisory work, Bloomfield manages a business that facilitates NICS background checks for firearm purchases and provides consulting on shareholder buyouts for small privately held businesses. OSAIC serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, featuring model-based asset allocation, portfolio optimization, and various managed account options supported by proprietary tools and third-party managers.

Julius Porter is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has held roles at Avantax, Edward Jones, and Ohio National Life Insurance Company, among others. Porter also provides tax preparation and accounting services through his own firm, J.R. Financial Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ronald Rippon is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Primerica, he worked in the automotive industry at Valeo and Visteon for over two decades. Outside of his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers a range of model-based investment strategies primarily delivered by its large network of financial advisors.

Lindsay Corneille is a CFP® professional at Raymond James Financial with 19 years of industry experience. She has worked at Raymond James since 2018 and held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Corneille is the owner of Family Legacy Wealth Partners, a support company based in Plymouth, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Justin Maidlow is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab, TD Ameritrade, and Premier Financial Planning. Outside of his advisory role, he is involved with Maidlow Pediatrics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research through a centralized due diligence team and incorporates ESG considerations within its investment recommendations.

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tiffany Long is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at Primerica Financial Services and PFS Investments Inc. Outside of advising, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. Outside of his advisory work, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, charities, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through third-party sponsors and delivers advice covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeanette Kowal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at DFCU Financial, CUSO Financial Services, Protective Life, ProEquities, and Sunamerica. 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, utilizing various investment strategies and technology tools to support its network of over 22,800 advisors.

Travis Smith is a financial advisor at LPL Financial with seven years of industry experience. He has previously worked at Ameriprise and The Huntington Investment Company, and holds Series 63 and Series 66 licenses. Outside of advising, he is also a commissioned notary in Livonia, 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 financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.

Nitish Kulkarni is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, Citizens Bank, and United Wholesale Mortgage. 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 selection, and customized performance reporting, with clients retaining final decision-making authority.

Kenneth Lundquist Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Royal Alliance Associates, Sii, CCO Investment Services Corp, PNC Wealth Management, Natcity Investments, and Signator Investors. Outside of his advisory work, he is involved with Allen Wealth Strategies, where he manages smaller death benefit insurance cases and fixed annuities. OSAIC serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account solutions supported by a complex affiliate network and multiple custodial and program arrangements.

Donald Andrysiak is a financial professional with Cetera, holding Series 66 and Series 63 designations and two years of industry experience. His background includes roles at Cetera Advisors LLC and Jackson National Life Distributors, LLC. Outside of his advisory work, he was previously employed in the landscaping and golf club industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors utilizing a multi-manager platform with both discretionary and non-discretionary options.