Ronald Stempin is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience advising individuals, families, businesses, and non-profit organizations. He works with clients nationwide, with a primary focus in the Metro Detroit area. Ron takes a personalized approach to client relationships, customizing strategies by leveraging the firm's resources to meet unique financial goals across various market cycles. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits, among others. Ron has held leadership roles such as Sales Manager for the Merrill Detroit Metro Complex and employs a variety of investment approaches to tailor advice. Ron earned a Bachelor of Arts in Economics with a Minor in Business Administration from the University of Michigan-Dearborn, where he also played college basketball. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved in his community as a basketball coach and participates in activities including baseball, basketball, boating, football, golfing, running, and spending time with his family. Ron and his wife Rhoda reside in Harrison Township with their three children.

F Keogh III is a financial advisor with Ameriprise in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 23 years at Raymond James & Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using research, modeling, and tax-efficiency analysis to support client planning, with a focus on assets held in Ameriprise-managed accounts.

Clifton Pope II serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their individual financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. Clifton provides guidance across areas such as general investing, retirement planning, and unexpected expenses, while also connecting clients with Bank of America specialists for services like banking, credit, home financing, and small business solutions. With a focus on personalized service, Clifton helps clients manage competing financial demands by defining goals and designing portfolio strategies to meet them. He offers ongoing advice and adjusts strategies as clients’ needs evolve. Clifton holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Michigan University. He is affiliated with the Kappa Alpha Psi Fraternity Inc.

Joseph Dimauro is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 25 years of investment experience to his role. He specializes in serving high net worth business owners, affluent families, corporations, and institutions, focusing on areas such as family wealth management strategies, executive compensation, and socially responsible investing. Since joining Merrill in 2017, Joseph has leveraged his extensive background from previous positions at Northern Trust, AllianceBernstein, and OppenheimerFunds to develop personalized financial strategies tailored to each client's unique goals. Joseph holds both an MBA and a Bachelor's degree in Economics from the University of Michigan. He is also an Adjunct Professor of Finance at Wayne State University's Mike Ilitch School of Business. His professional designation includes Personal Investment Advisor (PIA). Fluent in English and Italian, he engages with the community through his involvement with organizations such as the Children's Foundation of Michigan, Grosse Pointe Academy, and the Pope Francis Center. Committed to understanding client priorities and the complexities of their lives, Joseph focuses on building financial frameworks that help clients live the best life possible with the resources they have available today. Outside of his professional work, he enjoys cooking, golfing, running marathons, skiing, and practicing yoga.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.

Robert Jacob is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has held leadership roles in consulting and accounting businesses, including serving as CEO of Direct Consulting One, LLC and president of REJ's Accounting and Tax Services Inc. Additionally, he serves as a scribe for the Knights of Columbus 4th degree assembly in Lincoln Park, Michigan. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program structures and custodial relationships, managing over $256 billion in assets.

Nicholas Omicioli is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hantz Financial Services for seven years before joining Raymond James & Associates, where he has been since 2023. 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 and pension plans, and charitable organizations, offering a range of financial planning and investment consulting services.

Michael Lograsso is a ChFC® credentialed financial advisor with 49 years of industry experience. He is currently with OSAIC, having joined in 2025 after 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Lograsso is involved in offering fixed insurance products and senior settlement services through his own legal entity. OSAIC serves a broad mix of retail and institutional clients through an extensive network of financial advisers and advisory platforms, providing integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management options, supported by a complex corporate structure and multiple third-party service arrangements.

Alexander Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Infinex Investments and Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jay Blackburn is a financial advisor with Edward Jones in Bingham Farms, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Blackburn serves as a member of the Richland Township Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gregory Kateff is a financial advisor with LPL Financial in Bingham Farms, MI, holding the PFS™ and Series 63 designations and having 26 years of industry experience. He has been with LPL Financial and its predecessor since 2004. Outside of his advisory role, he is also a licensed CPA and operates a tax preparation and consulting business. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, access to model portfolios and research, and a variety of products including insurance and lending services.

Scott Mc Kinnie is a Certified Financial Planner® with 15 years of industry experience. He has been with Ameriprise since 2014, including his current role at Ameriprise since 2020. His prior experience includes positions at Royal Alliance Associates, PNC Investments, and Sii. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, primarily serving clients with Ameriprise-managed accounts.

Trent Fetters is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mass Mutual Investors Services since 2017, following prior roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. 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 ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools to support goal-based recommendations.

Kasey George is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2023, George spent six years at Lincoln Investment and seven years at Legend Equities Corporation. Outside of advising, George is involved as an independent insurance agent with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

Laurence Golden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his mother’s investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Lenhard is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding a Series 63 designation and 34 years of industry experience. He has worked with LPL Financial since 1997. Outside of his advisory work, he is involved in a business investment in a hospitality venture and holds a sales representative position with Zapp Charging. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Dmitri Knysh is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities Inc. from 2015 to 2017. Dmitri is also the owner of Knysh Financial Inc., an entity for processing investment advisory compensation. 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, wrap and money-manager programs, and educational seminars.

Panagiotis Gargasoulas is a Wealth Management Advisor serving as the Merrill Resident Director. He leads the Pollard Gargasoulas Group, advising business owners and families to deliver customized investment portfolios and wealth management strategies. His work focuses on providing tailored financial solutions aligned with each client's unique ambitions. With a background in financial services, Panagiotis and his team specialize in areas including family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. His expertise is supported by professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Panagiotis holds a Bachelor's Degree from Michigan State University. Beyond his professional role, he serves as Treasurer for the Grosse Pointe Artists Association and is involved with the Grosse Pointe Artists Association as well as the Grosse Pointe Farms / City Little League Baseball. His personal interests include baseball, basketball, boating, football, horseback riding, soccer, and spending time with his family.

Wayne Phillips is a financial advisor with Ameriprise in Detroit, MI, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Phillips serves on several nonprofit boards, including the MCOD Scholarship Foundation and the Omega Historic Preservation Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.