Tari Saylor is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1983. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Thomas Bellos II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. Bellos is involved with the nonprofit organization Empty Bowls Detroit, participating in planning and event preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Troy Yaldoo is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. Prior to joining Baird, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, tax-management strategies, and municipal advisory services, supported by internal research and the use of artificial intelligence in client advice.

Sarah Riedel is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2020. Her early career includes multiple roles at the University of Michigan and positions in financial services and law firms. 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.

Linton Banwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. His prior roles include positions at National Planning Corporation and General American, and he has been involved with North American Pension Services LLC since 1970. Outside of advising, he operates North American Pension Services as a sole proprietor administering retirement plans and serves as a licensed real estate agent for his own purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Strong is a financial advisor at UBS Financial Services in Troy, MI, holding a Series 66 designation and possessing 20 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

James Cross is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages conflicts when providing fee-based advisory services.

Robert Krut is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked in various capacities at Wells Fargo entities since 2015. Outside of advising, he serves as a co-trustee of a family trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines advisory services with other financial products and referral channels through a network of over 4,000 advisors.

Jonathan Stano is a CFP®-designated financial advisor with LPL Financial, bringing 13 years of industry experience. He has worked with Alliance Catholic Credit Union and FinTrust Brokerage Services, LLC prior to joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Tricia Fitzsimons is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Corey Townsend Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he held roles at Bank of America, Consumer Advancement, and Rocket Mortgage. Outside of his advisory work, he serves as a program coordinator for Consumer Advancement, an assisted living facility, where he manages financial billing and supply inventory. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Conor Walters is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hantz Financial Services and work related to golf club operations and university employment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party resources.

Danielle James is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. In addition to her advisory role, Danielle has been affiliated with Wayne State University since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market models with research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Andrew Dafoe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Joe's Quality Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and provides services that extend from direct individual plans to corporate financial planning agreements.

Zachary Hueter is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Nolan Transportation Group, Sportsman's Warehouse, and multiple academic positions at Davenport University, Michigan State University, and Northwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Cummins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, he is the owner and consultant of Future Reflections International Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, consulting, and municipal advisory services through a variety of portfolio management styles and proprietary research.

Patrick McGrath is a CFP®-certified financial advisor with 28 years of industry experience. He has been with LPL Financial since 2009 and previously worked at the Center For Wealth Planning, Inc. for 12 years. He operates a financial services DBA, Diversified Financial Services, Inc., in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Daniel Totonchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career since 1997. He provides comprehensive wealth and portfolio management services tailored to high-net-worth individuals, corporations, and endowments. Daniel develops customized strategies that reflect clients' needs, objectives, and risk tolerances, aiming to help them achieve their long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified Portfolio Manager, he manages personalized and defined strategies on a discretionary basis. Daniel's expertise encompasses a broad range of client focus areas such as college education planning, family wealth management, services for endowments and foundations, and both defined benefit and defined contribution plan consulting. He is recognized for a comprehensive outcome-based wealth management approach that addresses clients’ personal priorities across health, family, home, work, giving, leisure, and finances. Daniel has been named to the Forbes “Best-in-State Wealth Advisors” list consistently from 2018 through 2025 and to the Forbes “Best-in-State Wealth Management Teams” list as part of the Tyranski, Totonchi, and Girdler Group from 2023 to 2025. Daniel holds a bachelor's degree from Central Michigan University. Outside of work, he resides in Bloomfield Hills, Michigan, with his wife Amy and their sons, Brian and Jack. He enjoys spending time with family and friends and engages in activities such as golfing, boating, snowmobiling, hunting, and shooting sporting clays. He volunteers as a board member for the Great Lakes Boat Building School and the Les Cheneaux Islands Association.

Minting Huang is a Financial Advisor specializing in comprehensive wealth management solutions tailored to individual client needs. Working within Merrill Lynch Wealth Management, Minting supports clients in areas such as family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Minting assists clients in building personal financial strategies that reflect their values and long-term goals, planning for retirement or exit strategies, and introducing unique financial opportunities and strategies. Minting holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minting earned a Bachelor's Degree from Beijing Institute of Technology and a Master of Business Administration (MBA) from the California State University System. Proficient in English, Chinese, and Mandarin, Minting is also involved with the Better Money Habits® community program.