Steven Case is a Certified Financial Planner® with 36 years of industry experience. He is currently with LPL Financial and has previously worked at FSC Securities Corp and National Planning Corporation. Outside of his advisory work, he owns a digital marketing company and leads ReallyMake, a digital asset app development business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Michael Ralston is a financial advisor with Fidelity, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked with various divisions within Fidelity since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios and serves as an advisor to registered investment companies and fund-of-funds, utilizing systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Perry is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2007, progressing through roles including Financial Consultant, Investment Consultant, Financial Representative, Full Trader, Equity Trader, and Client Service Associate. Throughout his career, Jeffrey has developed expertise in financial consulting and investment management, working closely with clients to understand their goals and create customized financial plans. His approach emphasizes building strong relationships with clients and their families to support their short and long-term financial objectives. Outside of his professional work, Jeffrey has interests in boating, fitness, football, traveling, and volunteering.

Michael Rosen is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked with Ic Advisory Services Inc, The Investment Center, Inc., and Rosen & Associates, P.C. In addition to his advisory role, Rosen operates a CPA firm focused on tax preparation and accounting. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Peter Nielsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth families to help them avoid unnecessary taxes and take defined risks, ensuring personalized financial strategies without delegation to associates. His expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter manages discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Peter holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Bloomfield Hills Andover High School. Outside of his professional role, Peter enjoys dancing, singing, and spending time with his family.

Donald Smeznik is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. In addition to his advisory role, he is involved with Furlotte Consulting Group LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary investment research and third-party data to provide tailored, tax-aware withdrawal strategies for clients approaching or in retirement.

Gabrielle Mccarthy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Prior to this, she was involved with 105AD LLC and BDM Contractors, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. Their approach incorporates an ESG eligibility framework and focuses on non-discretionary advice, with clients retaining final decision-making authority.

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.

Elizabeth Hough is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this capacity, she works closely with clients and their families to develop customized financial plans that address their current needs and future goals. Her approach involves identifying key objectives and building strategies to enhance financial outcomes while maintaining frequent communication to foster long-term, trusting relationships. Elizabeth has been with Fidelity Investments since 2017, progressing through various roles including Administrative Intern, Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This progression reflects her growing experience in financial planning and wealth management within the firm.

David Scaramucci is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Mercer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Danny Lis is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Lis previously operated LMR Advisors, LLC, an investment and retirement planning business, from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with customizable investment solutions across multiple program structures.

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.