Peter Singler Sr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is president of Financial Accounting Services Inc., where he prepares tax returns and financial statements for clients. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Ralph Bryant Jr. is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Bryant is also the owner of Bryant Management, LTD, a business through which he managed his practice and received rent from other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

David Gasper is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midnight Golf, a nonprofit after-school program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Matthew Suszan is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He holds the Series 66 designation and is based in Bloomfield Hills, MI. Outside of his advisory role, he owns a support company established for tax purposes. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm primarily offers non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Joseph Youngblood is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Grosse Pointe, MI, he specializes in personalized wealth management strategies that address client priorities such as divorce transition planning, personal retirement planning, portfolio management services, and retirement income. Joseph integrates market insights from Merrill and banking and lending solutions from Bank of America to help clients pursue their financial goals. Joseph brings a diverse professional background, including six years of active duty service in the United States Air Force. During his military service, he earned a bachelor's degree in finance and later completed a Master of Business Administration (MBA) at the University of Detroit Mercy. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Continuing a family legacy in finance, Joseph and his father operate the family business, following his grandfather’s start with Merrill in 1968. In addition to his advisory work, Joseph is involved in community initiatives such as Adopt a Highway, Pope Francis Warming Center, Gleaners Food Bank, and the Grosse Pointe Animal Adoption Society. He enjoys outdoor activities including camping, hunting, photography, scuba diving, skiing, and woodworking. Joseph lives in Grosse Pointe with his wife and two dogs and values spending time with family and clients in both professional and personal settings.

Austin Tackmann is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and four years of industry experience. His prior work includes roles at SHI International and TEKsystems, Inc. He is based in Southfield, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a Green Committee Member at Meadowbrook Country Club. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Maki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, N.A., J.P. Morgan Private Bank, and First Merchant's Corporation. Outside of finance, he has experience managing a lawn care business and worked at Meadowbrook Country Club. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Logan Collins is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in education and various roles including at Varsity Tutors LLC and Artistic Design LLC. He also manages an advisory business through Summit Marketing & Planning, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gerald Doran is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent with B&D Financial Group, where he engages in life insurance sales and service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships and offers specialized services such as divorce planning and estate-settlement programs.

Gregory Sheldon is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has been with Morgan Stanley since 2016 and has also served with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he acts as a successor trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools aimed at modeling financial outcomes.

Donovan Strong is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial and Quest Diagnostics prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Terri Rowe is a Series 66-licensed financial advisor with 29 years of industry experience. She joined LPL Financial in 2024 after 15 years at Ameriprise Financial Services, Inc. Outside of her advisory work, Rowe is a licensed notary in Michigan and owns Splattered Paint Marketing, LLC. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various technology-driven investment solutions.

Vincent Ashley Jr. is a CFP® professional with 46 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for a decade. He also operates a sole proprietorship as an insurance agent. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of financial advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using various tools and third-party managers to construct and manage portfolios across multiple asset classes.

Adam Albert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and service in the Michigan House of Representatives. Outside of finance, he has been involved with the Greater Canton Youth Baseball Association. J.P. Morgan Securities LLC 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 delivers these services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Shaun Hampton is a CFP® and ChFC® with 24 years of industry experience, currently advising at Ameriprise in Gross Pointe, MI. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Hampton is involved in coaching girls' lacrosse and golf at the high school level and serves on the board of directors for the Lochmoor Club. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Leslie Lister is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Comerica Securities, Inc. Outside of advisory work, he is a member and co-owner of Carpe Diem BLMC, a real estate business in Huntington Woods, Michigan. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services, combining research, firm-sponsored wrap programs, and an extensive affiliate network to support comprehensive financial solutions.

Nabil Shurafa is a CFA® charterholder and financial advisor with UBS Financial Services, bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Hantz Financial. Outside of advising, he volunteers with the SIFMA Foundation to teach children about finance and serves on the board of directors for Friends of Detroit Rowing, a charitable foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to proprietary research. The firm combines wealth management with institutional trading capabilities and a broad range of capital markets services.