Joseph Mc Allister is a financial advisor at Oppenheimer with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Sterling Wealth Management, Inc. and Hantz Financial Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, with a mix of discretionary and non-discretionary management.

Fabrizio Giacona is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His previous roles include positions at Triad Hybrid Solutions, Triad Advisors, Cetera Advisors LLC, SageView Advisory Group, and First Allied Advisory Services. He is the owner of G&P Financial LLC, where he provides comprehensive financial advisory services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Daniel Schutz is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 65 and Series 66 credentials. Prior to his current role, he worked at Secure Asset Management, L.L.C., Secure Financial Group, and Nepc, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Michael Hatten is a financial advisor with J.P. Morgan Securities in Detroit, MI, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. Outside of his advisory work, he is the owner of Spikedmind LLC, a business focused on handmade art products and retail sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Stacey De Ridder is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

John Brennan is a financial advisor with Merrill in Grosse Pointe, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2020, he was employed at George Kouieter Jewelers for 19 years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Hinkson is a CFP®-designated financial advisor with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 20 years at Commonwealth Financial Network before joining Raymond James in 2025. Outside of his advisory role, he manages an office building through a personal real estate business. Raymond James Financial Services Advisors, Inc. provides non-discretionary financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm employs risk profiling and analytical modeling tools to tailor recommendations and supports its clients through advisory programs and institutional consulting services.

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Paul Treder is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory programs with broad retail and institutional offerings.

James Rinella is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the owner of Airliner, a bar and restaurant in Iowa City, IA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Keessen also writes fixed annuity and life insurance business with several insurance companies. 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 plan consulting, utilizing both discretionary and non-discretionary management and supporting diversified strategies with research from multiple sources.

Mark Carrabbio is a Senior Financial Advisor at Merrill Lynch Wealth Management. He partners with clients through The BRC Group to develop personalized financial strategies aimed at meeting their unique lifestyle, retirement, family, and multi-generational goals. Mark integrates customized investment solutions with insights from BofA Global Research and Merrill’s resources to address each client’s comprehensive financial picture. He also emphasizes a fiduciary approach, adhering to a commitment to place clients' interests first. Mark's expertise encompasses executive compensation, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and ESG investing, special needs planning, women and wealth, and tax minimization. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His education includes an MBA from Lawrence Technological University, a bachelor's degree from the University of Michigan, and accredited certificate programs from the College for Financial Planning and Yale University. Outside of his professional work, Mark participates in community activities with organizations such as Detroit Public TV and the Leukemia Lymphoma Society. His personal interests include photography, tennis, and traveling.

Julia Rahman is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management and Ulta Beauty. Rahman has also been involved with the Michigan State University Multicultural Business Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Jack Chartier is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. Prior to joining the firm, his work history includes roles at Skymint Brands and various positions in retail and hospitality. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at GLP Financial Group and Friedman Commercial Real Estate, as well as work at Wayne State University and ownership of Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Bradley Bastion is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Stifel Financial Corp, and Comerica Securities/Comerica Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jason Steele is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2015 after previously working as a Financial Representative with Northwestern Mutual. Jason develops and provides customized strategies for complex financial situations, using an institutional approach to investment and risk management combined with a commitment to personal service. His expertise includes retirement income strategies, wealth transfer, trust and estate planning, philanthropic planning, and access to banking and lending solutions through Bank of America. Jason focuses on serving families, corporate executives, and small business owners, offering services such as corporate retirement plans and lending to small and mid-sized companies. His client specialties include college education planning, personal retirement planning, tax minimization, and managing concentrated stock positions. He holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason earned a Bachelor of Business Administration in Finance from Western Michigan University. Outside of his professional work, Jason resides in New Baltimore with his two children, Brayden and Christian, and is active in coaching their hockey teams. His personal interests include baseball, boating, cooking, golfing, ice hockey, and spending time with his family. He is also engaged in volunteering with community organizations in line with Merrill’s tradition of community participation.

James Standish is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Nina Jackson is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining J.P. Morgan in 2020, she worked at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including co-owning BoxxBaby, a subscription-based infant and toddler clothing business, and ProperGirl, a digital lifestyle guide for women. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Charles Rutan Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and has owned and managed St. Clair Investment Advisors, LLC since 2005. Additionally, he is engaged in selling fixed insurance products including disability, annuities, life, prepaid legal, health, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and consulting through a multi-manager platform that includes both affiliated and third-party investment options.