David Blake is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He also served as a Michigan Soccer Referee from 2019 to 2023. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joel Michalek is a financial advisor with LPL Financial in Northville, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He previously worked at Citizens Securities Inc. from 2015 to 2020. Outside of his advisory role, he has served as a precinct delegate for the Republican Committee State Convention. 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 representatives. The firm offers financial planning, various advisory programs, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. 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, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.

Patrick Maher is a CFP® professional with 30 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cuso Financial Services, LP and DFCU Financial, where he has been involved for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Jay Peitsch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Chase Bank and affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nikolas Sellers is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. His background includes roles at MassMutual Life Insurance Company and Northwestern Mutual entities from 2010 to present. Outside of advisory work, he is also engaged in life and health insurance sales as an agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships that utilize firm-approved analytical tools.

Nicholas Bageris is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

John Rogers is a Series 66-licensed financial advisor with Morgan Stanley, based in Farmington Hills, MI, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Robert Hinshon Jr. is a financial advisor with LPL Financial, holding CFP® and Series 63 designations and bringing 50 years of industry experience. He has been with LPL Financial since 2009 and has operated his own practice, Robert Cornelius Hinshon Jr., since 1975. Outside of advising, he is involved in non-variable insurance through Hinshon Financial Planning, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios, research from multiple sources, and various investment strategies.

Daniel Lezotte is a financial advisor at Ameriprise with 20 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of his advisory work, he serves as a brand ambassador for Plexus Worldwide, marketing nutritional supplements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jay Kempf is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc since 2004. He serves as a board member of Glen Eden Memorial Parks and is a director for WELS Lutherans for Life of Michigan, a pregnancy care center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers a planning service separate from portfolio management, emphasizing written recommendations without discretionary trading authority.

Randall Cope is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. Outside of advising, he is involved as a partner and property manager at Nash Loop Property Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Zachary Bensinger is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a role with Morgan Stanley Private Bank, N.A. Outside of his advisory work, he was formerly affiliated with Michigan State University. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone planning offerings.

Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.

Derek Zachariah is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2024. He also has a business entity, DSZ Creations LLC, used for tax and investment purposes. 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 and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Christopher Mc Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from the United States Air Force Academy and a Master's Degree from the University of West Florida. Christopher has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Christopher enjoys football, golfing, ice hockey, and spending time with his family.

Andrew Sawyer is a Series 66-licensed financial advisor with LPL Financial, based in Farmington, MI, and has six years of experience at the firm. Prior to joining LPL Financial, he worked at Wayne State University for five years. Outside of his advisory role, he serves as president and head coach of the Sawyer Development Institute, a hockey summer program in Trenton, MI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and a range of management options.

Adam Walsh is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to joining Osaic, he worked for 14 years at Signator Investors/John Hancock. Outside of his advisory role, Walsh is a co-owner of a private garage facility used for racing activities. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisors and employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage discretionary and non-discretionary portfolios across various investment vehicles.

Evan Onder is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Collin Allor is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he worked at Madonna University for six years and has experience in landscaping. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.