Mitchell Benson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Troy, MI since 2020. He previously worked within Ameriprise Financial Services, Inc. for 11 years. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Zink is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Raymond James in 2019. Outside his advisory role, he is an associate and wealth advisor at Birmingham Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools for non-discretionary planning and supports municipal and public finance work through unique affiliations.

Carleton Crimmins is a financial advisor with UBS Financial Services in Bingham Farms, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

Lucia Kaddouh is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2020, previously working at RBC Wealth Management from 2001 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring strategies to clients’ individual risk profiles.

Michael Welch is a financial advisor with Robert Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Robert Baird & Co. since 1997 and with Ohio Co. since 1985. Outside of his advisory role, he is a part owner of Gearhead Garage. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management. The group offers a range of services including discretionary and non-discretionary management, separately managed accounts, and strategies spanning traditional and non-traditional asset classes.

Julia Rahman is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management and Ulta Beauty. Rahman has also been involved with the Michigan State University Multicultural Business Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

Jack Chartier is a Series 66-registered financial advisor with Equitable Advisors, based in Troy, MI, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, he held roles at Skymint Brands and has additional work experience in hospitality and retail sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory solutions, including model portfolios and discretionary management, delivered through a network of investment adviser representatives.

Thomas Oswald is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 1993, currently serving in Lyon Township, MI. Outside of his advisory role, he is involved with Greenspring Leasing LLC, which leases office space for Ameriprise Financial franchise practices. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Eric Walby is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he partners with clients to understand their unique financial needs and assists in building financial plans tailored to their short and long-term goals. He emphasizes forming strong partnerships based on trust and education, maintaining open communication to adapt strategies as clients' lives change. Eric's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2024 to 2026, a Relationship Manager and Central Relationship Manager at Fidelity Investments between 2022 and 2024, as well as roles at Equitable Advisors and PFS Investments earlier in his career. Outside of his professional work, Eric has interests in gardening, golf, pets, skiing, and volunteering.

Angelique Ames is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a planning process that utilizes firm-approved tools and models to support client financial goals.

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.

Ann Maile is a financial advisor at UBS Financial Services with 45 years of industry experience. She has been with UBS since 1989. Maile holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and the distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

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.