Cheryl McGown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. She previously worked at J.P. Morgan Securities for five years and has owned a trucking company since 2013. McGown is also involved as an independent insurance agent and serves as a committee member in a business networking organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

David Lenda is a ChFC® and Series 63 credentialed advisor with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also maintains roles with multiple financial and insurance-related firms. Lenda is a member of the HR PI Networking Group in Farmington Hills, MI. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a variety of investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

Brianna Goll is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Woodbury Financial Services and Clear Strategy, where she was involved in client account reviews and investment recommendations. Outside of her advisory role, she has experience running Brianna Lynn Studios, LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk assessment methods to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Meggison Mitchell is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, Mitchell held roles at Bank of America, Merrill, and Hantz Financial Services, and has experience in various sectors including hospitality with Luxe Bar & Grill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on structured financial planning supported by firm-approved tools and models.

Daniel Bolda is a CFP® professional with 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent ten years with Michigan Pension and Financial Inc. and Commonwealth Financial Network. Bolda is also the owner of Michigan Pension & Financial Inc., where he serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio strategies and platform arrangements.

David Paskievitch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with LPL Financial in two separate periods, most recently since 2023, and previously from 2010 to 2018, as well as with Spc and Sigma Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to LPL Research, third-party subadvisors, and various portfolio management tools.

Ellaina Dibenedetto is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is part of the Carmody-Turner Group, which provides customized wealth management and planning strategies to select clients, families, and organizations across the United States. The team focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them, offering personalized service combined with the investment insights of Merrill and banking convenience of Bank of America. Clients typically served include physicians, serial entrepreneurs, college coaches, small business owners, executives, and other high-net-worth individuals and their families. The group works with clients face-to-face or virtually, depending on geographical and time constraints, to develop individualized plans aimed at achieving clients' financial goals with an emphasis on balancing risk and long-term success. Ellaina holds a bachelor's degree and a Master of Business Administration from Western Illinois University. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation. She actively contributes to the community through involvement with the Western Illinois University Foundation Board, Father's and Families Support Center, and the United Way Charmaine Chapman Society, and coaches youth sports within the Parkway West and Parkway-Rockwood school districts.

William Burmeister is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Raymond James & Associates since 2021, following seven years at TIAA-CREF. Outside of his advisory role, he is a board member of the York Meadows Homeowner's Association. Raymond James & Associates is a 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 and investment consulting through a range of portfolio management strategies and institutional services.

Donald Nadeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1999 and also maintains a longstanding association with Roney & Co. since 1988. Outside of his advisory roles, he is a partner in Brothers 4 LLC, a limited liability company. 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 and advisory services with a range of portfolio management styles.

Ngufor Hilari is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America and Merrill for four years. Outside of his advisory role, he is an officer of Hailey Cameron LLC, a real estate business based in West Bloomfield, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and emphasizes advisory roles without providing individual security recommendations as part of standalone planning.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through independent Financial Professionals using both proprietary and third-party model strategies across various platform arrangements.

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Northwestern Mutual Investment Services LLC, Dominic Mirabella, Brad Seitzinger, and R Philip Sarnecki. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Fergerson is a financial advisor at Edward Jones holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at LPL Financial LLC and a sixteen-year tenure at Biomat USA/GRIFOLS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and also manages the Pettrillo Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs including municipal and public finance services.

Thomas Schulz is a financial advisor with LPL Financial in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1999 and also works as an independent insurance agent selling term life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research.

Maria Coates is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. Merrill, along 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 strategies for individuals, high-net-worth clients, and institutional investors.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

Kevin Latta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes extensive tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide advisor network and a range of portfolio management styles.

Julie Leenknegt is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its related entities since 2003. Outside of her advisory role, she is the president and owner of Dorbz World, LLC, a business involved in voice-over work, modeling, and bookkeeping. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual, customized Recommendation Reports through a centralized consulting team.