Nicole Norris is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She guides clients through comprehensive wealth management strategies that begin with understanding their financial goals. Utilizing the investment insights of Merrill and the banking services of Bank of America, she assists clients in addressing various aspects of their financial lives. Nicole began her career at Merrill in 1993 after earning a Bachelor of Arts degree in Economics from the University of Michigan Dearborn. She holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also a qualified Portfolio Manager who can manage personalized strategies on a discretionary basis. In addition to her professional pursuits, Nicole is actively involved in the community, volunteering with organizations such as the Girl Scouts of Southeast Michigan. Her personal interests include antiquing, bowling, cooking, gardening, genealogy, pickleball, skiing, spending time with her family, tennis, and traveling.

Jake Cain is an Investment Consultant currently working with Fidelity Investments since 2025. He collaborates with clients to develop personalized financial plans tailored to their individual goals. Prior to his current role, he was a Financial Advisor at UBS from 2022 to 2025. Jake focuses on building strong client relationships by simplifying complex financial decisions and demonstrating dedication to his clients' financial well-being. Outside of his professional career, he has interests in baseball, football, and golf.

Jennifer Hunter is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Vision Capital Partners and Triad Advisors, Inc. Her current role at Raymond James began in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and institutional clients. The firm uses tailored, non-discretionary consulting informed by analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Bruce Pickard is a financial advisor at Merrill based in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Merrill since 1982 and has also been with Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rob Martinez is a Financial Consultant at Fidelity Brokerage Services, LLC, where he assists individuals and families in pursuing their financial freedom through an individualized planning process. His work focuses on helping clients accumulate and protect their wealth by implementing sound investment strategies. Prior to his current role, Rob served as an Investment Consultant at Fidelity Brokerage Services from 2022 to 2024 and as a Financial Consultant at Equitable from 2021 to 2022. Rob's professional experience spans various aspects of financial consulting and investment advising, emphasizing personalized financial planning and wealth management. Outside of his professional pursuits, he engages in activities such as baseball, bowling, fitness, and golf.

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.

John Rolfes is a financial advisor with Ameriprise Financial Services in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016 and previously managed his own financial practice. Outside of advising, he serves as a basketball official for the Michigan High School Athletic Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Sean Cooney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a proud member of the Palmer Linder Group, a financial advisory team located in Metro Detroit. She has been with Merrill since 2007 and brings over 16 years of experience in the financial services industry. Angela focuses on serving multi-generational, high net worth families and business owners. Her approach emphasizes understanding clients' personal goals and priorities to create customized financial plans, with specialties including retirement planning, college education planning, family wealth management, and legacy planning. Angela holds an Associates in Business from Henry Ford College and earned the Chartered Retirement Planning Counselor (CRPC™) designation in 2014. She is also a Personal Investment Advisor (PIA). Angela is active in her community and volunteers with several organizations such as the Dearborn Rotary Club and In Place of War USA, an organization that uses creativity to foster positive change in areas affected by conflict. She is involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and is connected with professional organizations including In Place of War, USA and Tec-Troit. Her philosophy centers on understanding life priorities beyond markets and returns, aiming to collaborate with clients to develop plans tailored to their families, goals, and aspirations. Angela welcomes conversations with a range of clients including retirees, those undergoing life changes like divorce, business owners, and individuals seeking financial guidance. She can be reached via phone at (313) 594.9227 or email at [email protected].

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 and holds Series 63 and Series 65 designations. He has 35 years of industry experience, with prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Olender serves as a trustee for multiple family and friend trusts, several of which involve investment-related responsibilities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions across its offerings.

Paulette Miller is a Series 65-licensed financial advisor with 14 years of experience at Cambridge Investment Research Advisors. She has been with the firm since 2012 and also operates Miller & Associates, Pc, which she has been involved with since 1987. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

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.

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.

John Syverson is a financial advisor with Merrill based in Ann Arbor, MI. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. His career includes long-term tenures at Merrill since 1981 and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.