Cody Mc Cullough is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Equitable Advisors and Mass Mutual Great Lakes and has a background that includes roles in financial services and education. Outside of advisory work, he is employed with J.D. Quality Painting in the construction sector. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Robert McMahon III is a CFP® certificant with 13 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously held roles at DFCU Financial, CUSO Financial Services, and several other firms. McMahon operates out of Novi, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Andrew Baldwin is a financial advisor with LPL Financial in Northville, MI, holding the Series 66 designation and nine years of industry experience. He previously worked at Voya Financial Advisors and has operated Baldwin Capital Management for ten years. Outside of his advisory work, Baldwin is involved with Fora Travel, a home-based non-investment related business. LPL Financial provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by various advisor tools and a broad platform of non-advisory financial services.

Brandon Slater is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His prior experience includes a role at CitiGroup Global Markets INC beginning in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Michael King is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Ameriprise Financial Services in various capacities from 2009 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Ford is a CFP® with 43 years of industry experience and has been with Cambridge Investment Research Advisors since 2008. He serves as a board member of Dearborn Federal Savings Bank and Dearborn Country Club. Ford also owns and operates Premier Financial Advisors, providing tax and legal liability services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Anthony Atrasz is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2023, and has previously worked at Mariner Wealth Advisors, Mainstay Capital Management, Fidelity, and Ferris, Baker Watts. In addition to his advisory role, he has outside employment with Corewell Health and Schoolcraft College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by technology tools to aid advisors.

Krystal Burns is a Series 66-licensed financial advisor with 15 years of industry experience. She is associated with Merrill and has held roles at Bank of America, N.A. since 2015 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. 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 range of clients including individuals, high-net-worth clients, and institutional investors.

Sierra Ford is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Sierra worked at Bank of America and JP Morgan Chase. Outside of professional activities, Sierra serves as assistant treasurer and a finance committee member for the Seventh-Day Adventist Church in Ypsilanti, Michigan. 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, and institutional investors.

Derek Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over 17 years with Cambridge Investment Research Advisors. Outside of finance, he serves as a part-time shipping director for Fluff & Tuff. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

William Douglas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked across multiple Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple investment funds.

Lindsay Corneille is a CFP® professional at Raymond James Financial with 19 years of industry experience. She has worked at Raymond James since 2018 and held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Corneille is the owner of Family Legacy Wealth Partners, a support company based in Plymouth, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Ronald Breaugh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leverages his diverse professional background, which includes experience as a CPA and CFO, to provide clients with comprehensive wealth management strategies tailored to their unique financial goals. Ronald emphasizes a personalized approach, working one-on-one with clients to develop flexible strategies that address changing market conditions and help them pursue long-term success. His expertise covers a wide range of client focus areas such as college education planning, divorce transition planning, retirement income, tax minimization, and small business strategies. Ronald holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Master’s Degree from Walsh College and a Bachelor’s Degree from Albion College. Ronald is committed to community involvement, reflecting the Merrill tradition of service, and dedicates time to volunteering with local organizations. Outside of his professional work, he enjoys a variety of personal interests including baseball, basketball, biking, football, golfing, running, skiing, and swimming.

Justin Blair is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2018 and has been associated with Lake Trust Credit Union since 2016. 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 portfolio programs, and institutional platforms.

Carly Pickel is a Wealth Management Advisor at Merrill Lynch Wealth Management and a key member of the Sanfield Wealth Management Team based in Farmington Hills, Michigan. The team, established in 2015, combines decades of experience to provide tailored financial strategies focused on clients' primary goals and priorities. Their approach incorporates aspects such as social responsibility, sustainable, and values-based investing, including Environmental, Social, and Governance (ESG) considerations. With over a decade of personal experience complemented by the team's collective expertise, Carly specializes in helping high-achieving individuals, families, and business owners navigate complex financial decisions. Her areas of focus include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. She emphasizes education and clarity to empower clients in making informed decisions. Carly holds a Bachelor's Degree in Economics, Psychology, and Sociology with a minor in French from the University of Michigan. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Carly enjoys cooking, reading, traveling, and engages with her community through volunteering and fundraising activities, particularly with the ORT Michigan Region.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Michael Dempsey is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2024. Prior to joining Raymond James, he worked for eight years at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Renee Roberts is a financial advisor at Ameriprise with 39 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1989. Outside of her advisory work, she owns a tax preparation business called The Tax Lady and serves on the board of directors for the Rotary Club of West Bloomfield. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal advice. The firm employs a collaborative, nondiscretionary approach and integrates proprietary research and third-party data in its planning.

Steven Subelsky is a financial advisor with Cetera who holds the PFS™ designation and has 25 years of industry experience. He has worked at Cetera and affiliated entities since 2004 and is also a CPA with a tax and accounting practice at Frank, Hirsch, Subelsky & Freedman, P.C. since 2024. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party strategies.

Joshua Mulder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Raymond James since 2016 and previously spent six years with Ameriprise. Mulder is associated with Mulder Financial Group, a partnership name used for business purposes, with all client activity conducted through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers a range of programs, including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.