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.

Jeffrey Core is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Huntington Investment Company, Infinex Investments, Flagstar Bank, and Fifth Third Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Rinella owns a bar and restaurant in Iowa City, Iowa, which he manages with minimal time commitment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a broad range of investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to support its investment approach and facilitates various financial products through affiliated banks and insurance entities.

Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 registrations and 26 years of industry experience. He has been with LPL Financial since 2009. His other business activities include writing fixed annuity and life insurance products through various companies. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.

Jennifer Sordyl is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that align with clients’ long-term financial goals. She works closely with clients across various focus areas including college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and women and wealth initiatives. Jennifer employs a goals-based wealth management process to develop, implement, and review retirement planning strategies tailored to individual client needs. Jennifer joined Merrill in 2009 following her graduation from Central Michigan University, where she earned a bachelor's degree in accounting and finance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She values community involvement and volunteers with local organizations, embracing the Merrill tradition of community participation. Outside of work, Jennifer enjoys hiking, traveling, practicing yoga, and spending time with her family. She resides in downtown Detroit, where she explores the city and its dining scene.

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.

Michael Yaekle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Comcast and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in commodity pool operations, advisory services to registered investment companies, and the application of algorithmic methods and AI in portfolio management.

Samson Maxbauer is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 credential and bringing 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Maxbauer is involved with S.A.M. Advisory LLC, a business entity reported as not investment related. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicole Norris is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She guides clients through comprehensive wealth management strategies that begin with understanding their financial goals. Utilizing the investment insights of Merrill and the banking services of Bank of America, she assists clients in addressing various aspects of their financial lives. Nicole began her career at Merrill in 1993 after earning a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a qualified Portfolio Manager who can manage personalized strategies on a discretionary basis. In addition to her professional pursuits, Nicole is actively involved in the community, volunteering with organizations such as the Girl Scouts of Southeast Michigan. Her personal interests include antiquing, bowling, cooking, gardening, genealogy, pickleball, skiing, spending time with her family, tennis, and traveling.

Shannon Lipp is a Financial Consultant currently working at Fidelity Investments. In this role, Shannon partners with clients and their families to understand their financial goals, develop comprehensive financial plans, and provide guidance in creating personalized investment strategies. Shannon has been with Fidelity Investments since 2021, initially serving as a Central Relationship Manager before transitioning to the role of Financial Consultant in 2022. Prior to joining Fidelity, Shannon worked as a Financial Consultant at HD Vest from 2015 to 2019.

Cameron Slicker is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. He previously worked at LPL Financial LLC and has a background including roles at MAHLE Behr USA and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Bradley Bastion is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Stifel Financial Corp and Comerica Securities. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

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.

Mark Sutherland is a CFP® professional with 43 years of industry experience, currently serving as an advisor at LPL Financial since 2017. He previously worked at Ameriprise Financial Services, Inc. and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

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.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a proud member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. Angela and her team serve a select group of families, retirees, corporate executives, and business owners across the country, focusing on simplifying and clarifying their financial affairs through a team approach and educational support. With over 16 years of experience in the financial services industry since joining Merrill in 2007, Angela specializes in assisting multi-generational, high net worth families and business owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports and entertainment. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 from the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. She earned an Associate's degree in Business from Henry Ford College. Angela is active in her community, volunteering with organizations such as the Dearborn Rotary Club and In Place of War, a global organization that fosters positive change through creativity in conflict-impacted areas. She is also involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and is affiliated with professional organizations including In Place of War USA and Tec-Troit.

Eugene Valentine is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. Based in the Dearborn, Michigan office, he assists individuals, corporate executives, endowments, foundations, and non-profits with strategies related to investment management, tax minimization, retirement income, and philanthropic planning. His approach emphasizes aligning financial planning with clients’ personal goals, including education funding, retirement lifestyle security, and long-term family objectives. Gene holds both a bachelor's and a master's degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. Throughout his 38-year career, he has focused on simplifying complex investment concepts to help clients effectively manage their wealth. Outside of his professional role, Gene is active in charitable work, including seven years of involvement with the Ovarian Cancer Research Fund. He resides in Bloomfield Village, Michigan, and is a father of four children. His personal interests include cooking, music, and traveling.

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.