Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Daniel Bulgozdy is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research, including ESG considerations.

Mark Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Drawing on the investment insights of Merrill and the banking and lending solutions provided by Bank of America, he aims to support clients in pursuing their long-term financial objectives through comprehensive wealth management. Mark holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Michigan. In addition to his advisory role, he actively participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and with 25 years of industry experience. He has previously worked at Ohio National Financial Services and American United Life. Thierry is also involved with CORE Financial Group LLC, where he has ownership and agent roles related to fixed insurance. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple management platforms, access to third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary portfolio management.

Andrew Mussen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of investment programs and platforms supported by extensive operational tools and serves over 22,800 advisors nationwide.

Donald Vliet is a CFP®-certified financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its related entities since 2005, totaling 21 years in the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Phillip West is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2006. He has 20 years of industry experience and is based in Clarkston, MI. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Yvonne Cole is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Based in Farmington Hills, MI, her career is focused within Morgan Stanley’s wealth management division. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Mahadee Chowdhury is a financial advisor with J.P. Morgan Securities in West Bloomfield, MI, holding Series 63 and Series 66 credentials and seven years of industry experience. Chowdhury has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. 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, with a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Kimberly Scott is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Lawrence Stout is a financial advisor with Equitable Advisors in Clarkston, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Sigma Financial Corporation. Outside of his advisory work, he manages a family farm that has been owned since 1920. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by advanced asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Heather Bullion is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bruce Slater is a financial advisor at Osaic with the designations ChFC® and Series 63, and has 40 years of industry experience. He has worked at Intersecurities, Inc. since 1997 and was previously with Transamerica Financial Advisors, Inc. from 1997 to 2016. Outside of advising, he serves as an election inspector for the City of Northville and prepares taxes for a small number of disabled clients. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that includes asset allocation, portfolio optimization, and various managed account strategies.

Eric Jacobs is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Austin Wagley is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he served as a Financial Advisor at Ameriprise from 2018 to 2022. He focuses on collaborating with clients to clarify their financial goals and priorities, analyze and stress test their financial situations, and develop personalized strategies for financial planning. His approach emphasizes understanding what matters most to his clients to co-create plans that provide clarity and confidence. Outside of his professional work, Austin enjoys activities such as golfing, skiing, traveling, and exploring culinary interests.

Shaun Kosnik is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with high net worth individuals and families to develop customized financial strategies tailored to their specific goals. Leveraging in-depth analysis and the resources available through Merrill, Shaun aims to provide comprehensive wealth management solutions. Shaun holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Oakland University’s School of Business in 2011. Outside of his professional work, Shaun enjoys outdoor activities such as flying personal aircraft, golfing, skiing, traveling, and spending time with his wife and family.

Charles Patrello Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and operates at scale with thousands of advisors and billions in assets under management.

Laura Lleshaj is a Planning Consultant at Fidelity Investments. In this role, she collaborates with a Wealth Planner and a Vice President Financial Consultant to develop financial plans that clients can have full confidence in, while maintaining flexibility to adapt to clients' changing needs. She focuses on building strong relationships by understanding clients' needs and goals and maintaining open communication. Laura joined Fidelity Investments in 2021, progressing through roles as a Financial Representative and then as a Relationship Manager before becoming a Planning Consultant in 2023. Her experience within these roles has contributed to her expertise in financial planning and client relationship management. Outside of her professional work, Laura has interests in cooking and baking, family activities, food, music, reading, and traveling.

Richard Kidwell is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to generate personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.