Donald Nurkala III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment planning and advice to corporate executives, entrepreneurs, and affluent families. Donald is a qualified Portfolio Manager who builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis through the firm's Investment Advisory Program when applicable. Donald joined Merrill Lynch in 2000. He holds a master's degree from Wayne State University and a bachelor's degree from Michigan Technological University. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. In addition to his advisory role, he serves as a board member for the Huron Valley Chamber of Commerce and is a Graduate of Leadership Oakland.

Jameson Cavanaugh is a financial advisor at LPL Financial with a Series 66 credential and six years of industry experience. His prior work includes roles at CFV & Associates, Inc., Plante Moran Trust Bank, and Friend & Associates. Outside of advising, he is involved in tax preparation and accounting services. LPL Financial serves 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 brokerage services utilizing both discretionary and non-discretionary management supported by internal and third-party research.

John Friday is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2025. He also has a long-term association with DFCU Financial Credit Union and CUSO Financial Services, L.P., both since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Andrew Bageris is a financial advisor with Raymond James & Associates in Northville, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1994. Outside of his advisory work, he is a partner and business owner of Lucky Dog Luxury Daycare & Boarding. 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, institutions, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and proprietary research.

Kelly Hart is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of his advisory role, Hart is involved in animal photography and breeds one litter of puppies annually. 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.

John Manwiller is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Scottrade and has been with Edward Jones since 2017. Outside of his advisory role, Manwiller facilitates a team meeting biweekly for Caerusnet, a business development organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Beilfuss is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC for four years. Outside of his advisory role, he recently wrote a children's book that he plans to publish. 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 for a range of clients, including individuals, high-net-worth clients, and institutions.

Stacy Paulino is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials with 14 years of industry experience. She has worked at Wells Fargo Clearing since 2015, with a brief tenure at LPL Financial from 2021 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Brent Hemker is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, INC. for 14 years. Hemker is a principal at Midwest Pension Actuaries, Inc., where he focuses on pension administration and consulting, and volunteers on the investment committee of MyMichigan Health, a nonprofit medical system. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Sean Whalen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to his financial services career, he worked at Cottage Inn Taverna from 2016 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Alban Londo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2016, following a decade at JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Nicole Domitrovich is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2013. Domitrovich serves as a board member and chair for the Howell Area Chamber of Commerce and its foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, while offering a broad range of investment and advisory solutions.

Daniel Schloff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including prior roles at JPMorgan Chase Bank, N.A. from 2007 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Robin Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining Schwab, Spencer worked at TD Ameritrade, Fidelity Brokerage Services, PRUCO Securities, and Comerica Securities, among other firms. Spencer also serves on the board of the K Foundation, a nonprofit organization focused on education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary guidance and access to affiliated discretionary separately managed accounts.

Alex Acs is an Investment Consultant at Fidelity Investments, a role held since 2025. In this position, Alex partners with clients to develop customized financial plans aimed at achieving both short and long-term financial goals. Prior to this role, Alex gained experience at Fidelity Investments as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Alex is dedicated to providing service that builds strong client relationships based on trust, compassion, and understanding. By leveraging the resources and tools available at Fidelity, Alex supports clients in maximizing their financial opportunities. Outside of work, Alex has interests in baseball, cooking and baking, family activities, social events with friends, movies, and traveling.

Thomas Marzonie is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1994. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and input from its Global Investment Committee.

Richard Gurchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked from 2009 to 2022. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shannon Craggs is a financial advisor at Morgan Stanley in Farmington Hills, MI, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley in 2022, Shannon was involved with Shorewood Installations LLC for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional services.

Nua Dushaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with seven years of industry experience. Dushaj has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to that, Dushaj worked at Great Oaks Country Club from 2016 to 2018. J.P. Morgan Securities LLC 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 its recommendations.

Eric Wolf is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera Advisors LLC, Cetera Investment Advisers, First Allied Securities, Inc., and Valic Investment Services Company. Outside of his advisory role, he is involved in insurance as an agent and operates his own insurance agency, Eric Wolf Insurance. 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, and brokerage services, supported by research and diverse portfolio management options.