Anthony Van Arsdale is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Hantz Financial Services, and Computershare. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Freyre is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Northville, MI, and has five years of industry experience. Her prior roles include positions at Wells Fargo Bank, Key Bank, and a background in higher education. Outside of her advisory work, she has experience as a property owner and manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated services.

Angela Braswell is a financial advisor with Primerica Advisors in Southfield, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Austin Mallery is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. He has held positions at Secure Financial Corp, Ventura Oaks Ventures, and UTR Management. In addition to his advisory role, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Lawrence Stack is a CFP® and ChFC® with 43 years of industry experience. He has worked at OSAIC since 2018 and previously spent 14 years at JHFN Signator Inv Inc. He also holds a Vice President role in financial planning at Michigan Financial Companies, focusing on sales and marketing of securities and insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party management strategies.

Reagan Hamilton is a financial advisor at OSAIC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Royal Alliance, Securian Financial Services Inc., Minnesota Life, Wealth Strategies Financial Group, Securities America Inc., Securities America Advisors, and The Firm Advisors. He also works as an independent contractor providing fixed insurance referrals and serves as a financial consultant involved in sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Michelle Hugmeyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria in its recommendations.

Carson Mamo is a financial advisor at Thrivent Investment Management in Detroit, MI, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Thrivent, he worked at Financial Architects, Inc. for six years and operated a landscaping business, Mamo's Landscape Solutions, for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

David Roberge is a financial advisor with Merrill based in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Merrill since 1983 and with Bank of America since 2009. He serves as an officer on the board of the Milford Heritage Hill Association, a homeowners association. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Victor Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp and NYLIFE Securities LLC. Outside of financial services, he was involved with Aqua Tots Swim Schools for four years. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Thomas Valade III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Orchards Architectural Review Committee, a neighborhood committee that reviews exterior modification plans. 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 written retirement-income recommendation reports and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Bridget Bergeron is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2008. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Travis Childs Melton is a financial advisor at Merrill with a Series 66 designation and experience spanning roles at Merrill Lynch, Comerica Bank, Banner Bank, and Wells Fargo Bank. He has been with Merrill since 2021. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Schmidt is a financial advisor with LPL Financial based in Livonia, MI. He holds the CFP® designation and has 27 years of industry experience. His prior roles include positions at Fidelity Investments and Cetera Advisor Networks. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology tools and oversight of over $819 billion in discretionary assets.

Todd Perttula is a financial advisor with Charles Schwab in Novi, Michigan, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at TIAA-CREF, J.P. Morgan Securities, AE Wealth Management, and multiple positions within Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advisory options supported by multi-asset model portfolios and integrated brokerage, custody, and advisory services.

Sherri Koch is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 26 years. She has been with Merrill since 2022. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Husak is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including OSAIC, FSC Securities Corp, Next Financial Group, and Invest Financial Corporation. In addition to his advisory role, he is a partner in The Wealth Advantage Group, where he manages client accounts and trading activities. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and proprietary tools.

Marygrace Voss is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Michigan Financial Companies, UHY, Walsh College, BKD, and Xavier University. She is also involved as a financial planner and partner advisor in related financial and insurance activities at Michigan Financial Companies and Fathom Financial Partners. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supported by a complex network of affiliates and a platform notable for its scale and consolidation.

Ross Ainley is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved with Ainley Financial Group, where he offers and services fixed insurance products and premium financing. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of discretionary and third-party strategies.

Bryon Knuth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securian Financial Services, and Wealth Strategies Financial Group, where he continues to serve clients. Outside of finance, he is the owner of an apparel website operated by his sons and assists in real estate activities with his wife. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through various program structures.