Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at GLP Financial Group, Friedman Commercial Real Estate, and Wayne State University. Outside of advising, she has experience in the food industry, having worked for six years at Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Mason Gorris is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., as well as a one-year tenure at General Motors. Outside of his advisory role, Mason is involved in public speaking and educational seminars related to investing. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a wide network of advisors, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Terry Roth is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nina Jackson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including BoxxBaby, a subscription-based platform for infant and toddler clothing, and ProperGirl, a digital lifestyle guide for women. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Cleaton Lindsey III is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009 and had a brief tenure with Mutual Service Corporation the same year. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management services, including access to third-party strategies and institutional platforms, supported by a large network of advisors and multiple operational tools.

Robert Grabiel is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has 13 years of industry experience, having worked with Mass Mutual Investors Services and Lau & Lau Associates since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative, annual engagements.

Robert Craun is a CFP® and PFS™ with 24 years of industry experience, currently serving at Cetera. His career includes 15 years at Avantax Advisory Services and ownership of Craun Freeman & Associates, PC, where he is vice president and treasurer. He is also a director of the Craun Freeman Charitable Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of program options and supervises over $256 billion in assets across more than 10,000 advisors.

Tyler Belanger is a financial advisor at Ameriprise in West Bloomfield, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Royal Alliance and Cerity Partners, as well as entrepreneurial activities with Makeshift LLC and Squeaky Shine Car Wash. He also has a background working with Michigan State University. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored recommendations primarily for assets managed within Ameriprise.

Peter Samurkas is a Series 66-licensed financial advisor with Morgan Stanley in Rochester, MI, where he has worked since 2022. He has four years of industry experience, including prior roles at Hantz Financial Services and positions at Oakland University and Michigan State University. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and modeling tools to support client decision-making, with an emphasis on advisory services rather than individual security recommendations.

Danielle Ligon is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2014. 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.

John Kozole is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following a tenure at JPMorgan Chase Bank, N.A. that began in 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

James Bochenek is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to that, he worked for over three decades at Scripter and Associates, Inc. In addition to his advisory work, he is a commissioned notary public serving clients. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Olivia Mc Gowan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2022, she worked at Stanley Black and Decker, Inc and held various positions in public sector roles and retail organizations. She has been involved with Color Street, a direct sales company, since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark O'Donnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. Since joining Merrill in 2000, he has concentrated on developing long-term relationships and assisting clients with various aspects of their financial lives. Mark provides a broad array of services, including portfolio development, 529 college investing plans, home mortgages, home equity lines of credit, securities-based loans, commercial loans, retirement plans, tax minimization strategies, and asset preservation with an emphasis on annuities to help secure retirement income. In his role as a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from Merrill model portfolios and third-party investment options. Mark holds a bachelor's degree in General Studies from the University of Michigan at Ann Arbor and an MBA with a concentration in finance from Wayne State University in Detroit. He has earned the Chartered Retirement Planning Counselor (CRPC) designation and holds Merrill’s internal titles of Wealth Management Advisor and Senior Portfolio Advisor. His professional credentials include Series 7 and 66 FINRA registrations, life insurance licensing, and mortgage loan originator licensing (NMLS ID 535537). Residing in Birmingham, Michigan, Mark lives with his wife Barbara and their sons, Connor and Liam. He participates in community activities such as volunteering and is involved with organizations including the Pierce Elementary PTA in Birmingham and local initiatives like the Boy Scouts and baseball.

Domenico Consiglio is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America, Ohio National, Cherokee Insurance, and Champs Sports. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate structure, and recent consolidation activities.

Mark Steinberg is a CFP® with 26 years of experience in the financial industry. He is currently with RBC Capital Markets and City National Bank, having previously spent 20 years at UBS. Steinberg serves on the board of directors for Huron Valley Sinai Hospital, participating in governance and policy decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Dorina Ziba is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served in various capacities at Fidelity Investments, including Planning Consultant from 2023 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. Before joining Fidelity, she worked as a Private Banker at Credit Union One from 2019 to 2020. In her work, Dorina focuses on understanding her clients' top priorities, preferences, and values to present options that align with their unique financial goals. She aims to ensure that each client gains clarity and confidence in their overall financial plan. Outside of her professional life, Dorina enjoys spending time at the beach, cooking and baking, engaging in fitness activities, and traveling.

Timothy Kopchick is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of KCO Financial Services, which provides tax planning and preparation, and serves as president of Kopchick & Company, P.C., a CPA firm with a focus on small business accounting and tax. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform with discretionary and non-discretionary options.