Mark Fuqua II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at Bank of America and Merrill. Outside of his advisory role, he is a silent owner of a physical therapy office, Michigan Orthopedic Rehabilitation, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Northwestern Mutual Investment Services LLC, Dominic Mirabella, Brad Seitzinger, and R Philip Sarnecki. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Robinson is a financial advisor with Wells Fargo Clearing in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors, LLC and has a diverse background that includes roles in marketing and corporate settings at firms such as Leo Burnett and Fiat Chrysler Automobiles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Mark Geraghty is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mark's approach to financial advising centers on working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's degree from Western Michigan University and has obtained the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Mark has been with Merrill since 2008, bringing extensive experience in wealth planning, advice and guidance, and portfolio construction. Outside of his professional role, Mark is involved with community organizations including St Regis Catholic School, Birmingham Little League Baseball, and USA Hockey. His personal interests include baseball, cooking, golfing, ice hockey, photography, reading, spending time with his family, and practicing yoga.

Robert Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and also manages the Pettrillo Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs including municipal and public finance services.

Ryan Crue is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research. He is also a presenter for White Glove Workshops, a seminar series based in Bloomfield Hills. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Mitchell Mccann is a financial advisor at LPL Financial with 38 years of industry experience. He previously worked at Ameriprise Financial Services and Raymond James Financial. Outside of his advisory role, he is an author of a book unrelated to investment. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Nancy Smith is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Raymond James & Associates in 2021. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Thomas Schulz is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Linsco/Private Ledger Corp. since 1999. Schulz is also an independent insurance agent selling term life and long-term care insurance with Penn Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a large network of representatives offering financial planning, portfolio programs, and institutional platforms.

Maria Coates is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Darrec Muraca is a financial advisor with Mass Mutual Investors Services in Southfield, MI. He holds the Series 66 designation and has three years of industry experience. His prior work includes positions at Continental Services and International Specialty Tube. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and delivers written recommendations without discretionary authority.

Michael Johnson is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Equitable Advisors since 1999, following his time at AXA Advisors. Outside of his advisory work, he serves as Treasurer of the Kappa Alpha Psi Southfield Alumni Foundation and works part-time as a gate agent at Detroit Metropolitan Airport. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, delivering advice primarily through a network of Investment Adviser Representatives who utilize third-party programs, discretionary models, and ERISA fiduciary services.

Courtney Bizzis is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS in 2021, she worked for six years at Ilitch Sports and Entertainment with the Detroit Tigers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisory work with proprietary research and model-based asset allocations.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

Rebecca Davis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her career includes roles at firms such as Fidelity Investments, J.P. Morgan Securities, and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a large network of investment adviser representatives.

Stephen Killop is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and the AAA Dave Brown Insurance Agency. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Divisha Kapur is a financial advisor with Ameriprise Financial Services, LLC, holding ChFC® and Series 63 credentials and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, Kapur spent 21 years at Hantz Financial Services, Inc. Outside of advisory work, Kapur serves as CEO of Kapur Enterprises LLC and is involved in tax preparation management through Ideal Tax Solutions, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations, supported by a centralized retirement-income consulting team.

Mary Lester is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and six years of industry experience. She has been affiliated with both Merrill and Bank of America since 2012. Outside of advisory work, she is involved with Silver Tree Creations LLC as a digital template designer and assists with social media promotion and account balancing for the business. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and various institutions.

Kevin Latta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes extensive tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide advisor network and a range of portfolio management styles.