Daniel Milnamow is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he works as a paraplanner for Furlotte Consulting Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Edward Perez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James in various capacities since 1999. He also operates Laprad Perez & Associates LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementations through advisory programs or other providers.

Raymee Johnson is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and 65 licenses and with 24 years of industry experience. Since 2012, she has operated as an independent financial advisor affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Phillip Serra is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Serra Group, a team dedicated to assisting entrepreneurs and families with complex wealth, business, and planning challenges. The group focuses on business advisory and consulting for small and mid-size companies, retirement planning and income strategies, investment management, banking and lending through Bank of America N.A., cash management, life insurance and long-term care planning, trust and estate planning, wealth transfer and charitable giving. The group primarily serves business owners, affluent families, and corporate executives. Phillip has over 33 years of investment experience and works closely with clients' trusted advisors to provide comprehensive financial strategies. His areas of focus include college education planning, corporate executive services, family wealth management strategies, small business strategies, individual and corporate investment strategy, and tax minimization. He is a CERTIFIED FINANCIAL PLANNER (CFP) and holds a Bachelor's Degree in Business Administration with a major in Accounting from Oakland University. Additionally, he has earned the Uniform Certified Public Accountant (CPA) license and holds FINRA Series 7, 63, and 65 registrations. Outside of his professional role, Phillip resides in West Bloomfield, Michigan with his wife Chrissy. He is actively involved in the community, volunteering over 80 hours annually with organizations such as Better Money Habits as a mentor, Big Brothers/Big Sisters mentoring a high school student, and charities including Forgotten Harvest, Salvation Army, and Soup Capuchin. Phillip also has personal interests in baseball, golfing, and traveling.

Brandon La Carter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Quicken Loans. He previously operated LaCarter Worldwide from 2018 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elizabeth Deutch is a CFP® with 26 years of industry experience, currently advising clients at Ameriprise in Novi, MI. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns an online resale business and serves on the board of directors for Team Happy Feet. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income solutions.

Zalal Mello is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role with JPMorgan Chase Bank since 2005. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Jeremy Jones is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 2011. In his role, he focuses on understanding clients' financial needs and goals and helps implement plans to work toward those objectives. He assists high net-worth clients with investment, retirement, and income planning. Jeremy has over two decades of experience in the financial services industry. Prior to his current position, he held roles as Vice President of Retail Banking at The State Bank from 2007 to 2011, Branch Manager at Republic Bank from 2002 to 2007, and Branch Manager at Fifth Third Bank from 1999 to 2002. He is a Certified Financial Planner. Outside of his professional work, Jeremy enjoys family activities, social events with friends, golf, outdoor adventures, skiing, and traveling.

Gaurang Joshi is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Enterprise, he worked at Ameriprise and Bedrock Management Services and spent nine years at General Motors LLC. Outside of advisory work, he is co-owner of a non-franchise motel and a retail business, and he serves as CEO of his own RIA business, Able Strategies, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management arrangements, and access to various brokerage and insurance products via an integrated platform.

Maria Dimercurio is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and has also been affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Amanda Allie is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Matthew Oliver is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets with a nationwide adviser force. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a range of portfolio management styles and affiliated research.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan and its affiliated entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Joaquin Gouch II is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, wealth management, exit planning, and related financial strategies. Joaquin works with individuals, business owners, and organizations to develop strategies that align financial decisions with long-term goals and personal values. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Joaquin is also registered with Series 7 and 66 FINRA registrations and is registered in multiple states. He earned a Bachelor's Degree from Wayne State University and a Master of Business Administration (MBA) from Lynn University. A native to Metro Detroit, Joaquin supports multiple community-based organizations such as Focus: HOPE, Junior Achievement of Southeastern Michigan, Reaching Higher, and the Salvation Army. He has a passion for volunteerism and mentoring youth. Joaquin and his wife reside in Farmington Hills, where they enjoy spending time with family, watching movies, and staying physically active.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Scherer is a CFP®-certified financial advisor with 16 years of experience, currently working at Edward Jones since 2010. He holds the Series 66 designation and is based in Waterford, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Michael Lehman is a financial advisor at Ameriprise in Bloomfield Hills, MI, holding Series 65 and Series 66 credentials with 19 years of industry experience. His career includes roles at UBS Financial Services and Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, delivering tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of financial solutions through affiliated entities.

Glen Gheesling is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Beth Brooks is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Millennium Business Systems and Citizens Securities. Brooks is based in Farmington Hills, MI, and has been affiliated with Cambridge Investment Research in various capacities since 2019. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.