Michael Jennings is a financial advisor with Equitable Advisors in Royal Oak, MI, holding a Series 66 designation and 21 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors. Outside of his advisory role, he serves as Vice President of Development for Homes for Autism, where he oversees fundraising efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models and discretionary managers.

Ramzi Boyd is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he worked for over two decades. In addition to his advisory work, Boyd has ongoing involvement as a financial advisor with Comerica Financial Advisors. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020, following a 21-year tenure at Merrill. Outside of his advisory role, he served as a Michigan Soccer Referee from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, as well as ESG considerations, supported by centralized due diligence and a range of affiliated investment-management services.

Patrick Maher is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., VOYA Financial Advisors, Citizens Securities, and Charter One Securities. He has been associated with Cuso Financial Services and DFCU Financial since 2013. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by advisor-facing technology.

Nikolas Sellers is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His background includes roles at MassMutual Life Insurance Company and Northwestern Mutual entities from 2010 to present. Outside of advisory work, he is also engaged in life and health insurance sales as an agent. Mass Mutual Investors Services operates as 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, and educational seminars with a focus on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Rebecca Gieseking is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan affiliated firms since 2009. 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 combines quantitative and qualitative research in its investment process and offers access to a broad range of strategies, including those with ESG criteria.

Daniel Lezotte is a financial advisor at Ameriprise with 20 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of his advisory work, he serves as a brand ambassador for Plexus Worldwide, marketing nutritional supplements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Randall Cope is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. Outside of advising, he is involved as a partner and property manager at Nash Loop Property Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.

Derek Zachariah is a Series 66-licensed financial advisor with 20 years of industry experience, currently with LPL Financial since 2022. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2022. Outside of his advisory role, he is associated with DSZ Creations LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing advanced tools and a large network of investment adviser representatives.

Adam Walsh is a CFP® with 22 years of experience in the financial services industry. He has worked at Osaic since 2018 and previously spent 14 years with Signator Investors and John Hancock. Outside of his advisory role, he is a part-owner of a private garage at a race track used for personal purposes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, with an emphasis on asset allocation, portfolio optimization, and multiple managed account options.

Daniel Lajcaj is a financial advisor with J.P. Morgan Securities in Southfield, MI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2007. 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. Their advisory process integrates centralized due diligence with both quantitative and qualitative research, emphasizing model asset allocations and ESG considerations.

Christopher Armour is a CFA® charterholder and holds the Series 66 designation with 16 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and briefly worked at Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a FINRA arbitrator and is a commissioned Notary Public in Michigan. Stifel serves a diverse client base including individual and institutional investors, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance on asset allocation and financial planning that supports client-driven decision-making.

Raymond Trepanier Jr. is a CFP® professional with 20 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously spent 12 years with Signator Investors Inc. Outside of his advisory role, he maintains an active license used for personal projects that benefit from builder discounts. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by various investment programs and third-party money manager options.

Christopher Leone is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at MassMutual Life Insurance Company, CKL Global, and Quicken Loans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software to provide written planning recommendations, focusing on investment categories and strategies.

Brock Becker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2003, he has focused on helping clients and their families develop goal-oriented strategies tailored to their personal and financial objectives. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Brock holds a bachelor's degree from Madonna University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows Merrill’s tradition of community engagement, volunteering with local organizations. Outside of his professional work, Brock enjoys biking, golfing, and soccer, and he and his family actively participate in soccer through playing, coaching, and volunteering.

Jessica Pauly is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and Dale P. Robinson. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process is model-based and emphasizes asset allocation and portfolio optimization using various analytical tools and third-party managers.

William Mokma is a financial advisor with Ameriprise in Belmont, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes over two decades with Huntington National Bank and Huntington Investment Company prior to joining Ameriprise in 2026. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Joseph Banaszewski is a financial advisor with LPL Financial in Grosse Pointe Woods, MI, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2000. Outside of his advisory role, he serves as an assistant baseball coach at Grosse Pointe North High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Peter Buhl is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at supporting their long-term financial goals. He joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative and Investment Consultant. Throughout his tenure at Fidelity, Peter has gained experience in financial consultation and investment advising. His progression within the firm reflects his commitment to assisting clients in managing their financial portfolios. Outside of his professional responsibilities, Peter has interests in cars, fitness, football, golf, soccer, and traveling.