David McMillin is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios and Ambassador Advisors, LLC. Outside of his advisory role, he serves as a church elder at Grace Church of Taylor. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a variety of investment options across discretionary and non-discretionary accounts.

John Friday is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2025. He also has a long-term association with DFCU Financial Credit Union and CUSO Financial Services, L.P., both since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

David Scaramucci is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Mercer. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Andrew Bageris is a financial advisor with Raymond James & Associates in Northville, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1994. Outside of his advisory work, he is a partner and business owner of Lucky Dog Luxury Daycare & Boarding. 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, institutions, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and proprietary research.

Danny Lis is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Lis previously operated LMR Advisors, LLC, an investment and retirement planning business, from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with customizable investment solutions across multiple program structures.

Bruce Chism is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he operates a farmland leasing business as the sole member of Chism Acres, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement models, select third-party managers, or create custom strategies.

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.

Thomas Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He worked at LPL Financial for 12 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Landis serves as president of the Belleville Lakefront Condominium Association, where he leads board meetings and manages communications with residents and vendors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, leveraging Wells Fargo’s research and tools to develop tailored client recommendations.

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.

Jay Murray is a financial advisor with Ameriprise in Lake Orion, MI, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured program that integrates algorithmic automation and oversight to provide customized retirement recommendations.

Daniel Schloff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including prior roles at JPMorgan Chase Bank, N.A. from 2007 to 2016. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Ralph Vidusic is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Crown Capital Securities, L.P. for over two decades prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research support.

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 Clements is a financial advisor at Edward Jones in Canton, MI, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Brian Gorman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2013. In addition to his advisory role, Gorman is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Amy Majeske is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and data analytics.

Richard Welsh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Novi, MI. He has worked with the firm and its predecessors since 2012, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach across various account types.

Kevin Krym is a financial advisor with Raymond James Financial in Livonia, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2002, including 17 years at its current incarnation, and also owns Krym Investment Services, LLC. Outside of his advisory role, Krym serves as an agent for GBU Financial Life, which promotes German cultural activities and community involvement while offering fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and specialized programs.

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.

Nicholas Bonn is a CFP® with 23 years of experience in the financial industry and has been with Raymond James Financial since 2010. He is the owner and officer of multiple businesses, including Bonn Capital, Inc. and Center Street Wealth Strategies, and is also a partner in CSWS Realty LLC, which manages the building housing his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, leveraging analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.