William Neef is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously worked at Berline from 2016 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Joy Ryan is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Ryan.

Dylan Furlong is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at L.M. Kohn & Company and Leads Generate Sales, and he spent nearly two decades at Grand Valley State University. Outside of his advisory role, Furlong is involved with Ann Arbor Pioneer High School. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Curry is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment services.

Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

Eric Eggen is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, with brief roles at Citizens Bank and Citizens Securities, Inc. in 2020. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Matthew Vermillion is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at DFCU Financial, CUSO Financial Services, Sigma Financial Corporation, and Axa Advisors. Outside of advisory work, he has experience associated with Owl's Nest Resort & Golf Club and Gooseworks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Philip Dubinski is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. In addition to his advisory role, he prepares financial plans for other advisors at his office. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anita Brooks Locey is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with various Fidelity entities since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Katherine Waltner is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Ameriprise and has previously worked at The Huntington Investment Company, Hornor, Townsend & Kent, PNC Investments, SPC, Parkland Securities, and Sigma Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to inform recommendations that address asset allocation, withdrawal strategies, and Social Security options.

Melissa Smith is a Series 66-licensed financial advisor with Edward Jones in Livonia, MI. She has eight years of experience at Edward Jones and two years prior experience at Modern Builders Supply Inc. 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.

John Ogrodnick is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 32 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, Cetera, and J P Turner & Company Capital Management. Outside of financial advising, he is active with the Detroit Red Wings Alumni Association, participating in charity hockey games and related appearances. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Samuel Maness is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial. He is the owner of McLaren Wealth Strategies LLC, where he plays an active role in managing and running the business. His prior experience includes roles at ValMark Advisers, Inc. and Valmark Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA advisory services.

Jordan Schultz is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked for five years at Agnew Construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Jackie Boesman is a financial advisor with Merrill in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2023. She has also worked at Quicken Loans and Dynamic BDC, and held positions at the University of Maryland Global Campus. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Mulvihill is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, she worked at WWK Investments and Centria Healthcare. Outside of advising, she owns Mauve Event Management, a business that plans and manages events. 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 advisory and brokerage services, including financial planning, model portfolio programs, access to third-party asset management, and institutional platforms.

Joann Price is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Advanced Wealth Strategies. Raymond James & Associates, Inc. is a 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, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Michael Collins is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since 2006, he has provided customized wealth management advice, focusing on understanding his clients’ individual priorities and delivering strategies that adapt to changing market conditions. His practice areas include college and education planning, family wealth management, legacy planning, liquidity management, retirement income, portfolio management, individual and corporate investment strategy, and tax minimization. He holds a Bachelor's Degree from the Eli Broad College of Business at Michigan State University. His 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). Michael resides in the Grosse Pointe area with his wife and three sons. He participates in community volunteer work consistent with Merrill’s tradition of community involvement. Outside of work, he enjoys golfing and spending time with his family.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he holds a 33% ownership interest in Daleview Construction, LLC, a new home construction business. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to support diversified investment solutions and offers both brokerage and advisory services.

Anthony Kallabat serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He leverages over 15 years of experience in financial advising, having worked with both institutional and personal clients across banks and brokerage houses. His approach involves understanding clients' individual circumstances and goals to develop personalized financial strategies. Anthony holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute at the Wharton School of Business and has the Personal Investment Advisor (PIA) designation. He earned his Bachelor's Degree from Davenport University. Anthony specializes in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He is recognized for combining his analytical skills with a client-focused approach to build customized portfolios tailored to individual needs and risk tolerances. Residing in Grosse Pointe Woods with his wife Vicky and their three children, Ben, Sophia, and Cole, Anthony is active in his community. He serves as a board member of the St. John Hospital Foundation and chairs the St. John Guild Golf Outing. His personal interests include cooking, golfing, ice hockey, music, spending time with family, and watching movies.