David Paskievitch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with LPL Financial in two separate periods, most recently since 2023, and previously from 2010 to 2018, as well as with Spc and Sigma Financial Corporation. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to LPL Research, third-party subadvisors, and various portfolio management tools.

Ellaina Dibenedetto is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is part of the Carmody-Turner Group, which provides customized wealth management and planning strategies to select clients, families, and organizations across the United States. The team focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them, offering personalized service combined with the investment insights of Merrill and banking convenience of Bank of America. Clients typically served include physicians, serial entrepreneurs, college coaches, small business owners, executives, and other high-net-worth individuals and their families. The group works with clients face-to-face or virtually, depending on geographical and time constraints, to develop individualized plans aimed at achieving clients' financial goals with an emphasis on balancing risk and long-term success. Ellaina holds a bachelor's degree and a Master of Business Administration from Western Illinois University. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Sports & Entertainment Accredited Wealth Management Advisor™ designation. She actively contributes to the community through involvement with the Western Illinois University Foundation Board, Father's and Families Support Center, and the United Way Charmaine Chapman Society, and coaches youth sports within the Parkway West and Parkway-Rockwood school districts.

Tarah Thompson is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, she worked at Whirlpool Corporation for seven years and studied at Michigan State University. Outside of finance, she teaches group fitness classes at Life Time Fitness. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Kevin Curry is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. 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 customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment services.

William Burmeister is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Raymond James & Associates since 2021, following seven years at TIAA-CREF. Outside of his advisory role, he is a board member of the York Meadows Homeowner's Association. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through a range of portfolio management strategies and institutional services.

Donald Nadeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1999 and also maintains a longstanding association with Roney & Co. since 1988. Outside of his advisory roles, he is a partner in Brothers 4 LLC, a limited liability company. 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, institutions, and municipalities, offering financial planning and advisory services with a range of portfolio management styles.

Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

Ngufor Hilari is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Bank of America and Merrill for four years. Outside of his advisory role, he is an officer of Hailey Cameron LLC, a real estate business based in West Bloomfield, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and emphasizes advisory roles without providing individual security recommendations as part of standalone planning.

Isabella Messer is a financial advisor with J.P. Morgan Securities and holds the Series 63 and Series 66 designations. She has eight years of industry experience and has worked at J.P. Morgan Securities since 2018, with prior roles at JPMorgan Chase Bank N.A. and JPMC Bank NA (Southwest). J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Eric Eggen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in various roles since 2011, with brief prior experience at Citizens Bank and Citizens Securities. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Vermillion is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at DFCU Financial and CUSO Financial Services, among other firms. His background also includes experience outside finance, such as roles at Owl's Nest Resort & Golf Club and Gooseworks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from proprietary research and third-party subadvisors.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides customizable investment solutions through independent Financial Professionals using both proprietary and third-party model strategies across various platform arrangements.

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.

Philip Dubinski is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. In addition to his advisory role, he prepares financial plans for other advisors at his office. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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 at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Shipt Inc. He is also a presenter for White Glove Workshops, a seminar focused on financial topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

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.

Anita Brooks Locey is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.