Kevin Mcdevitt is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Troy, MI. He has been with UBS since 1987. In addition to his advisory role, he has acted as a trustee for a family trust for several years, overseeing its administration and asset distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Mark J. Sharkey is a financial advisor with UBS Financial Services in Livonia, MI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Christopher Leone is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at MassMutual Life Insurance Company, CKL Global, and Quicken Loans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software to provide written planning recommendations, focusing on investment categories and strategies.

Dennis Lavoy is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He has previously worked at FSC Securities Corporation and Michigan Financial Advisors, and he also operates Telos Financial, his own insurance and annuity business. Lavoy is a board member of the Community Foundation of Plymouth and serves on the Board of Directors for Community Financial Credit Union, where he holds the roles of Secretary and Treasurer. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a variety of tools and third-party services to construct and manage portfolios, accommodating both discretionary and non-discretionary accounts.

Brock Becker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2003, he has focused on helping clients and their families develop goal-oriented strategies tailored to their personal and financial objectives. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Brock holds a bachelor's degree from Madonna University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows Merrill’s tradition of community engagement, volunteering with local organizations. Outside of his professional work, Brock enjoys biking, golfing, and soccer, and he and his family actively participate in soccer through playing, coaching, and volunteering.

Jessica Pauly is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth since 2026. Her prior experience includes nine years at LPL Financial and eleven years at Auto Warehousing Company. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Patrick Ingram is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at RFC Financial Planners and has been with Raymond James & Associates since 2024. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Shane Moran is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2025 after spending four years at a national accounting firm, where he developed strong client service and relationship-building skills. Shane focuses on Divorce Transition Planning, Family Wealth Management Strategies, and Legacy Planning, assisting individuals and families in achieving their financial goals through personalized strategies and tactical guidance. He holds a Bachelor's degree in Accounting from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Prior to this, he attended Henry Ford College and Schoolcraft College without completing a degree, and graduated from Dearborn High School. Shane's experience includes a background in college basketball, reflecting his competitive spirit. Originally from Dearborn and now residing in Wyandotte, Shane is engaged in his local community as a member of his church. Outside of his professional work, he enjoys various sports such as basketball, golf, baseball, and football, along with cooking, fishing, traveling, and spending time with his wife, Tess.

Gary Meharg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Securities America Advisors, Inc. and Securities America, Inc., along with long-term involvement in insurance through Professional Insurance Management, Inc. and Financial Synergy Group, Ltd. He continues to own interests in these insurance and financial services businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various technology-driven solutions.

Joseph Pizzo is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Bank of America and Merrill since 2003. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Emma Goodman is a financial advisor at Thrivent Investment Management with Series 66 credentials and two years of industry experience. Before joining Thrivent, she worked at Comerica Bank for seven years. Outside of her advisory role, she serves as a tabulator for the Michigan Color Guard Circuit, an indoor color guard marching activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various planning topics. The firm combines planning with managed-account programs under the WealthPlan option while maintaining separate planning and investment services.

Mark Karcher is a financial advisor with Mass Mutual Investors Services in Dearborn, MI, holding Series 63 and Series 65 registrations with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2003 and has been associated with MassMutual Life Insurance Co since 1990. Outside of his advisory role, he owns and operates the Karcher Agency Inc., focusing on life, health, dental, and vision insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Ashley Gajda is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, and PNC Bank. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, and offers a range of financial planning and consulting services, including municipal advisory and institutional fiduciary solutions.

Kenneth Szczypka is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Cetera since 2021, following prior roles at VOYA Financial Advisors and M&S Financial. He is also a CPA and co-owner of Myler & Szczypka PC, an accounting and tax firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, supporting both discretionary and non-discretionary account management.

Mark Scofield II is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was with PNC Investments and PNC Bank from 2016 to 2017. Outside of his advisory role, he is involved with several family investment entities and occasionally participates in decision-making related to commercial property leasing. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Randa Dagher is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Frank Reid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2020 and previously spent a decade at First Allied Securities and Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Jonathan Solace is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020. Prior to joining UBS, he was with Ally Financial from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Brian Mell is a CFP® professional with 25 years of industry experience. He is currently with LPL Financial and has previously worked at DFCU Financial Federal Credit Union for over two decades and CUSO Financial Services, LP for 21 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Austin Carlson is a financial advisor with Ameriprise Financial Services LLC in Dearborn, MI. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2024. Prior to his advisory role, his work experience includes positions in retail and service industries and attendance at the University of North Dakota. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing investment research and algorithmic tools within a defined asset and product framework.