David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal investment management team and access to third-party managers.

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.

Matthew Dombrowski is a CFP® with 31 years of experience in the financial industry. He has worked exclusively at Ameriprise and its affiliated entities since 2009. 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 written recommendation reports and ongoing annual retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

Rebecca Phalen is a financial advisor with Charles Schwab in Troy, MI, holding Series 63 and Series 66 licenses and 34 years of industry experience. She has worked at Charles Schwab since 1992, including Charles Schwab Bank since 2005, and had a brief tenure at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by ongoing research and alternative investment options.

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.

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 Series 66-registered financial advisor with Equitable Advisors, based in Troy, MI, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, he held roles at Skymint Brands and has additional work experience in hospitality and retail sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory solutions, including model portfolios and discretionary management, delivered through a network of investment adviser representatives.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at GLP Financial Group, Friedman Commercial Real Estate, and Wayne State University. Outside of advising, she has experience in the food industry, having worked for six years at Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Bradley Bastion is a CFP® with 12 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. His prior roles include positions at Stifel Financial Corp and Comerica Securities/Comerica Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Standish is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, CitiGroup Global Markets, and Merrill before joining Stifel in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.