Anthony Van Arsdale is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Hantz Financial Services, and Computershare. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kody Seibold is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Michigan School and Government Credit Union and LPL Financial since 2013. 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 advisers. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Carson Mamo is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Financial Architects, Inc. and operated a landscaping business, Mamo's Landscape Solutions, from 2023 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic reviews and the option to combine planning with managed accounts through its WealthPlan program.

Jacob Short is a financial advisor at Charles Schwab in Troy, MI, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Tiaa, as well as entrepreneurial ventures such as Shade Cloth Store LLC and Modern Media Tech. He also has a background in full-time education spanning a decade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Bridget Bergeron is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has been with Merrill Lynch since 2008. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lee Schaeffer Jr. is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2004. He holds a Series 63 registration and practices out of Warren, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of model portfolios and research.

Sherri Koch is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked at Raymond James & Associates for 26 years before joining Merrill in 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Narkus is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and leads Nicole Faith Financial Services LLC, focusing on financial planning, investment management, retirement, and insurance planning. Prior to joining Raymond James, she worked at Edward Jones for seven years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

John Nori is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at Sagepoint Financial, Inc. for 13 years prior to joining OSAIC in 2023. Outside of his advisory role, he serves on the board of the McLaren Macomb Healthcare Foundation and owns a card trading business operated by his two sons. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessment methodologies, and automated rebalancing to build diversified portfolios across multiple asset classes.

Jordan Ciaramitaro is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2009, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved with Cornerstone Benefit Plans, Inc., where he provides health insurance and benefit advisory services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Dan Mihaescu is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Mihaescu serves on the Board of Directors for Tuesday Musicale of Detroit and performs as an opera singer. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement planning through a centralized consulting team.

Todd Schuster is a financial advisor with LPL Financial based in Utica, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including over a decade at LPL Financial since 2014. In addition to his advisory role, he operates QOLity Tax, providing tax preparation and related administrative services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Cintas and Northwood University and also has experience at Meadowbrook Country Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Lori Swatsworth is a Series 66 licensed financial advisor with Ameriprise in Grosse Pointe, MI, possessing 10 years of industry experience. She has worked at Ameriprise since 2019 and previously spent seven years at Hantz Financial Services. Outside of advising, she serves as an office administrator for the Ameriprise Financial Planning Office. 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 through written recommendations and annual advice, utilizing proprietary research and tools within a framework that includes specific enrollment criteria and affiliations with various fund firms.

Jacob Smolarek is a CFP® certified financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Wells Fargo Clearing Services and Jackson National. He also served in the U.S. Army National Guard from 2015 to 2021. 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 various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from multiple sources.

Alexander Macgregor is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and was previously with Pruco Securities, LLC. since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of other financial products.

Kevin Ott is a financial advisor with Edward Jones in Macomb, MI, holding the ChFC® designation and Series 66 license, with six years of industry experience. Prior to joining Edward Jones in 2019, he served six years at the US Coast Guard Air Station Detroit. Outside of his advisory role, Ott is involved in coaching amateur swim and water polo teams and owns an RV rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices.

Joshua Rajewski is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has held his current position since 2005. Rajewski holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Andrew Howard is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Colleen Schueneman is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at National Life Group, Equity Services, Inc., and MML Investors Services LLC. Schueneman serves as an executive board member of the Rags Remembered Foundation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios on both discretionary and non-discretionary bases.