Bradley Bastion is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Comerica Securities and Stifel Financial Corp. He currently operates out of Huntington Woods, Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment recommendations.

Michael Husak II is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior positions include roles at OSAIC, FSC Securities Corp, and Next Financial Group Inc. He serves as treasurer of Feline Fund, a 501(c)(3) charity focused on supporting medical costs for feral cats. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Mark Sutherland is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked for Ameriprise Financial Services, Inc. from 2011 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations 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 alongside model portfolios and research from multiple sources.

Sean Cooney is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James & Associates since 1999. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She focuses on serving multi-generational, high net worth families and business owners, helping clients pursue personal goals such as college education planning, retirement strategy, legacy planning, and wealth management. Angela has over 16 years of experience in the financial services industry, having joined Merrill in 2007. She follows a disciplined process that involves understanding each client's specific needs and priorities, emphasizing open communication and family engagement in financial decision-making. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) credential. She has an Associates in Business from Henry Ford College. Outside of her professional role, Angela is active in her community and volunteers with several organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to foster positive change in conflict-affected areas. Her personal interests include cooking, genealogy, music, and photography.

Eugene Valentine is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. Based in the Dearborn, Michigan office, he assists individuals, corporate executives, endowments, foundations, and non-profits with strategies related to investment management, tax minimization, retirement income, and philanthropic planning. His approach emphasizes aligning financial planning with clients’ personal goals, including education funding, retirement lifestyle security, and long-term family objectives. Gene holds both a bachelor's and a master's degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. Throughout his 38-year career, he has focused on simplifying complex investment concepts to help clients effectively manage their wealth. Outside of his professional role, Gene is active in charitable work, including seven years of involvement with the Ovarian Cancer Research Fund. He resides in Bloomfield Village, Michigan, and is a father of four children. His personal interests include cooking, music, and traveling.

Devin Muylle is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles in retail and hospitality sectors such as Great Lakes Wine & Spirits and Rustic Chic Boutique. In addition to his advisory work, he is involved in the sale of home security and automation products through a co-located affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and provides custodial and trade execution services through Pershing.

Nick Nabors is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with clients to help them make financial decisions based on their priorities through a comprehensive financial planning approach that addresses long-term goals and identifies potential pitfalls. Nick has been with Fidelity Investments since 2018, serving in various positions including Wealth Planner, Financial Consultant, Investment Consultant, and Financial Representative. Prior to that, he was a Financial Advisor at Thrivent Financial from 2009 to 2017 and briefly held a position as an Internal Wholesaler at Raymond James in 2018. He holds a California Insurance License. Outside of his professional career, Nick's personal interests include family activities, fitness, golf, reading, running, and soccer.

Sarah Markeson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her professional background includes roles at JPMorgan Chase Bank, Ganz Group Inc, and other firms across several sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of approved funds and strategies on a non-discretionary basis.

Allen Olender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Olender serves as a trustee for multiple family and friends' investment-related trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Jeffrey Clements is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, LP and DFCU Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Scott Holmes is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Dearborn, Michigan. Since beginning his career in the financial services industry in 2006 following his graduation from the University of Detroit Mercy with a Bachelor of Science in Business Administration, Scott has specialized in providing tailored financial strategies to individuals, families, and business owners. He focuses on a goals-based wealth management approach, utilizing a disciplined process to develop investment strategies that manage risk while addressing clients’ unique circumstances. Scott is qualified as a Senior Portfolio Advisor and works with a team to coordinate comprehensive financial services that include portfolio management, retirement planning, and business strategies. Scott’s expertise encompasses education planning, family wealth management, liquidity management, retirement income, and services for endowments, foundations, and non-profits. He also collaborates with other professionals, including tax advisors, attorneys, insurance specialists, and a Wealth Management Lending Officer from Bank of America, N.A., to provide clients with a full range of financial solutions such as estate planning and home financing guidance. Scott is a Personal Investment Advisor (PIA) and holds NMLS ID 1332821. In addition to his professional commitments, Scott is involved in his community through Kiwanis International, specifically participating in the Kiwanis Club of Shorewood. Outside of work, he enjoys boating, golfing, hiking, music, traveling, and spending time with his family.

Raymee Johnson is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and 65 licenses and with 24 years of industry experience. Since 2012, she has operated as an independent financial advisor affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Kristen Dunn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, she owns Kristen Dunn and Associates, LLC, which operates for Primerica business purposes and involves sales of non-investment home-related products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Blake Karcher is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of industry experience and has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, Blake has been involved with Warriors Elite Lacrosse and operated Karcher Industries and Karcher Agency. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving 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 analyze client goals and deliver written recommendations.

Mary Lou Zangerle is a financial advisor at Merrill with Series 63 and Series 65 credentials and 53 years of industry experience. She has worked at Merrill since 1978 and has been with Bank of America, NA since 2009. Outside of her advisory role, she is involved with the Detroit Bird Alliance, a nonprofit focused on bird appreciation and environmental conservation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Phillip Serra is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Serra Group, a team dedicated to assisting entrepreneurs and families with complex wealth, business, and planning challenges. The group focuses on business advisory and consulting for small and mid-size companies, retirement planning and income strategies, investment management, banking and lending through Bank of America N.A., cash management, life insurance and long-term care planning, trust and estate planning, wealth transfer and charitable giving. The group primarily serves business owners, affluent families, and corporate executives. Phillip has over 33 years of investment experience and works closely with clients' trusted advisors to provide comprehensive financial strategies. His areas of focus include college education planning, corporate executive services, family wealth management strategies, small business strategies, individual and corporate investment strategy, and tax minimization. He is a CERTIFIED FINANCIAL PLANNER (CFP) and holds a Bachelor's Degree in Business Administration with a major in Accounting from Oakland University. Additionally, he has earned the Uniform Certified Public Accountant (CPA) license and holds FINRA Series 7, 63, and 65 registrations. Outside of his professional role, Phillip resides in West Bloomfield, Michigan with his wife Chrissy. He is actively involved in the community, volunteering over 80 hours annually with organizations such as Better Money Habits as a mentor, Big Brothers/Big Sisters mentoring a high school student, and charities including Forgotten Harvest, Salvation Army, and Soup Capuchin. Phillip also has personal interests in baseball, golfing, and traveling.

Victor Doherty is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial pictures to create strategies that adapt to changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide personalized wealth management strategies. Victor has spent his entire professional career in the financial services industry, gaining experience through various market cycles. He works with a diverse group of clients including business owners, medical professionals, corporate executives, and retirees. His approach involves guiding clients thoughtfully and collaboratively to help them pursue their financial goals. He holds a Bachelor's Degree from Michigan State University and is a CERTIFIED FINANCIAL PLANNER (CFP).

Joe Chapman III is a financial advisor with Primerica Advisors in Detroit, MI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and has worked with Primerica Financial Services since 2001. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Elizabeth Deutch is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she owns Sweet Finds Company, LLC, an online resale business that occasionally sells gluten-free and dairy-free baked goods, and serves on the board of directors for Team Happy Feet. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.