Gary Copi is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with LPL Financial since 2007 and also operates Independent Financial Advisors, providing financial plans and hourly fee consulting. Additionally, he owns a CPA firm offering tax preparation and accounting 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. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Hernandez is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked with CUSO Financial Services, LP, and DFCU Financial. Outside of his advisory roles, he operated a business called Motorcitysolez from 2020 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services through a national network of investment adviser representatives.

Danielle Holmes is a financial advisor with LPL Financial in Canton, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been affiliated with LPL Financial since 2009 and also works as a certified group fitness instructor at LifeTime Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by various model portfolios, third-party subadvisors, and research.

Damali Hall Mc Guire is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley and Bank of America, N.A. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Noonan is a ChFC® credentialed financial advisor with 34 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Brighton, MI office. In addition to his advisory role, Noonan is involved in independent insurance brokering with Prudential, specializing in whole life insurance. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Marilyn Woodman is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1985, she has developed extensive experience in retirement and investment planning, guiding clients through a comprehensive process that includes evaluating current financial situations, setting goals, assessing risk tolerance, and creating personalized strategies to support their long-term lifestyle objectives. Marilyn is licensed in insurance and can offer clients access to a full range of insurance and annuity products when appropriate. Her client focus areas include college education planning, divorce transition planning, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Marilyn holds a Bachelor's degree in Business from Michigan State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Marilyn is actively involved in her community through volunteering and maintains a strong personal commitment to her family. She resides in Canton with her husband, Ken, and dedicates much of her time outside of work to supporting her three grown children and six grandchildren. Her personal interests include cooking, swimming, traveling, and spending time with family.

Nick Singh is a financial advisor with LPL Financial in Southfield, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been affiliated with Commonwealth Financial since 1993, Executive Wealth Management since 2006, and INVEST Financial Corp. since 2009. His current tenure with LPL Financial began in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Thomas Wloch is a financial advisor with Osaic Wealth, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Osaic in 2022, he worked at Hantz Financial Services for 12 years. Outside of his advisory role, he is involved in managing tax planning and investment-related activities through his own entities, including Redsky Financial LLC and Redsky Tax LLC, and serves as a trustee and financial power of attorney for his parents. Osaic Wealth, Inc. serves a diverse set of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment products.

Sean Lehman is a financial advisor with Charles Schwab & Co., Inc. in Detroit, Michigan, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Griffin Claw Brewing Company and the United States Postal Service. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm employs a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and uses multi-asset model portfolios supported by extensive research and due diligence.

James Thorpe is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He is the sole owner of Jim Thorpe LLC, a business managing cash flow and expenses. Thorpe holds leadership roles in local organizations, including Vice President of the Dearborn Library Foundation and President Elect of the Rotary Club of Dearborn, and contributes to the Dearborn Area Chamber of Commerce Finance Committee. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Carrie Barr is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2006. Outside of her advisory role, she owns and operates Churchyard Bodywork LLC, a massage therapy business in Oak Park, MI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Robert McMahon III is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at DFCU Financial, CUSO Financial Services, and several other firms. He operates out of Novi, MI. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs utilizing model portfolios, third-party research, and various management options.

Andrew Baldwin is a Series 66-credentialed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, he worked at Voya Financial Advisors for three years and has operated Baldwin Capital Management since 2016. Outside of his advisory role, he is involved with Fora Travel, a home-based non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Erik Bloomfield is a financial advisor with OSAIC in Dearborn, MI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at Advisor Group and MassMutual Investors Services. Outside of his advisory role, he manages Impact Arms, LLC, which facilitates NICS background checks and firearm transactions in compliance with federal law. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Julius Porter is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has held roles at Avantax, Edward Jones, and Ohio National Life Insurance Company, among others. Porter also provides tax preparation and accounting services through his own firm, J.R. Financial Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Atrasz is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 17 years of industry experience. His prior roles include positions at Mainstay Capital Management and Mariner Wealth Advisors, as well as being self-employed for several years. Outside of his advisory work, he is employed by Corewell Health and teaches at Schoolcraft College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Allen Droste is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Raymond James, he worked at Nationwide Investment Services Corporation and Fidelity Investments, among other firms. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services that utilize analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lindsay Corneille is a CFP® professional at Raymond James Financial with 19 years of industry experience. She has worked at Raymond James since 2018 and held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Corneille is the owner of Family Legacy Wealth Partners, a support company based in Plymouth, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Justin Maidlow is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Premier Financial Planning. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.