Danielle Vergona is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also has a concurrent role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment management entities.

Michele Verlinden is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 2000 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Mc Neil is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Northwestern Mutual from 2016 to 2018. He also works as a financial planner for Planned Financial Services, focusing on group short-term disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Edward Gennrich Jr. is a financial advisor with Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate asset bucketing, tax-efficiency, and probabilistic modeling, with an emphasis on managing assets within Ameriprise accounts.

David Browne IV is a Series 66 licensed financial advisor with Ameriprise in Novi, Michigan, and has four years of industry experience. His prior work includes roles at Colbert Hills Golf Course and The First Tee, as well as tax preparation support through Clarity Tax Professionals, LLC. He has been with Ameriprise and its related entities since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Robert Baidel is a CFP® and ChFC® with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, currently based in Brighton, MI. Outside of his advisory role, he owns and manages commercial real estate through Baidel Properties LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

Brian Kerber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that reflect clients' individual goals and adaptable market conditions. Drawing on investment insights from Merrill and the banking and lending services of Bank of America, he aims to help clients pursue their long-term financial objectives through tailored wealth management solutions. Kerber holds multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Master's Degree from Wayne State University and a Bachelor's Degree from Michigan State University. Committed to community involvement, Kerber follows the Merrill tradition of active participation and volunteers with organizations in the communities he serves. His approach emphasizes one-on-one collaboration to create financial strategies aligned with clients’ personal ambitions.

Nicholas Schneider is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. 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 network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools.

Michael Teller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank, he worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he coaches soccer with Coerver Coaching. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 11 years at Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Haller is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.

Michael Eilander is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has held various roles within Cetera and its predecessor firms since 2007. Eilander is also involved in outside business activities including Strategic Wealth Consulting Group and Alliance Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients through a large network of independent advisors. The firm offers multiple portfolio management and consulting services, utilizing a multi-manager platform that includes both affiliated and third-party investment strategies.

Rebecca Lamacchia is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles outside the financial sector at Panera Bread and Grand Valley State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Jeffrey Brindley is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors and related entities since 2017. Prior to that, he held roles with Waddell & Reed and other firms. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Benjamin Cobb is a financial advisor with J.P. Morgan Securities in Northville, MI, holding a Series 66 designation and five years of industry experience. Before joining J.P. Morgan Securities, he worked at Equitable Financial/Equitable Advisors for five years and has held various roles including positions at the University of Michigan Flint and several other companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates derivatives and commodities capabilities within its advisory offerings.

Richard Maas is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 27 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Maas is also involved with Berry & Maas Consulting, Inc., a business entity focused on tax and investment purposes, as well as Genesis Financial Partners and Maas & Associates Inc., which serve non-investment related functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management options, including model portfolios, third-party subadvisors, and institutional platforms, supported by advanced operational tools and a wide network of investment adviser representatives.

Teddie Eisenberg is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Based in Farmington Hills, MI, Eisenberg holds a Series 66 license and has spent a decade with Wells Fargo in advisory roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Pamela Leist is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her work history includes roles at Matheson Heating & Air Conditioning and Master Craft Carpets, Inc. Outside of financial advising, she is involved with Help Me Carry, LLC, providing firearms training in White Lake, MI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

Kazuma Bals is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in mortgage lending at USA Mortgage and Highlands Residential Mortgage. He also has experience in educational roles at Northwood University and at the high school level. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a formal advisory role for multiple registered investment companies.