Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has worked at LPL Financial since 2021 and previously at Travis Smith and Waddell & Reed, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives offering diverse financial planning and investment management solutions.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at AXA Advisors, LLC for 10 years. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Morgan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Warner held positions at CWM Private Wealth, Commonwealth Financial Network, Center for Wealth Management, Raymond James & Associates Inc., Plante Moran, and other firms. Outside of finance, Warner has experience with Eastside Tennis and Fitness. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Michael Reed is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for ten years at E&J Gallo Winery. He is the president of a local business networking group in Clarkston, MI. 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, supported by a large nationwide network of financial advisors and branch offices.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 license and bringing two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. 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.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2015. She works as part of a team of financial advisors, aiming to help clients pursue their financial goals through personalized wealth management strategies tailored to their unique circumstances. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Rhylie holds a Bachelor's degree from Michigan State University and holds the professional designations Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of her professional work, Rhylie participates in community volunteering, including involvement with Big Brothers Big Sisters. In her personal time, she enjoys cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Kara Case is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Zackary Thalgott is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at multiple firms, including Securities America, Inc., Pacer Financial, Inc., and Producer's Choice Network. In addition to his advisory role, he assists with accounting and general business operations for a tax and accounting business. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process with portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through third-party platforms.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

Craig Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including prior service at Axa Advisors, LLC. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and is involved in property management and real estate through roles at Lok Properties LLC and AT Aspen LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advice process involves assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing various third-party advisory programs and services.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.

Robert Phillips is a financial advisor with J.P. Morgan Securities based in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2007. Phillips also has experience with Lifelong Advocacy Inc., where he worked from 2012 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

John Stelman is a CFP® with 32 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2021 and previously from 2009 to 2018. His prior roles include a position at Acorn Wealth Advisors from 2018 to 2021. Stelman also manages an independent insurance agency, Stelman & Associates, in Shelby Township, MI. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of account implementation platforms, access to third-party advisors, and proprietary model strategies under the Founders Gate Capital brand.

Michael Busse is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and two years of industry experience. He previously worked with Raymond James Financial Services Advisors, Inc. and Austin Peay State University. 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 investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Stephen Huber is a CFP® with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he is involved in tax preparation services and participates in a board game startup through a partnership in a content development and business planning venture. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm utilizes a model-based investment process with a focus on asset allocation and portfolio optimization and is notable for its scale and recent consolidation activity.

Kelly Tucker is a financial advisor at Osaic with seven years of industry experience. She holds the Series 65 and Series 63 credentials and has worked previously with Securities America, Inc., Securities America Advisors, CoreCap Advisors, and Hakim Financial. Tucker is also a licensed insurance agent and owns an advisory business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across a range of investment programs.