Luke Bageris is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Shawmut LLC for four years and has held positions outside the financial sector, including at Plum Hollow Country Club. 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 broad client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Jodi Goodhew is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63, 65, and 66 licenses with 12 years of industry experience. Prior to joining Merrill in 2020, she worked in education at Novi Woods Elementary and in retail at Kirklands. Outside of her advisory role, she is a joint owner of a long-term rental property. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Finn is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he assists with event planning and operations at Tricia Finn Events, LLC, a family wedding and event planning business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrea Kean is a financial advisor with Edward Jones in Brighton, MI, holding a Series 63 designation and 30 years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Gary Meharg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Securities America Advisors, Inc. and Securities America, Inc., along with long-term involvement in insurance through Professional Insurance Management, Inc. and Financial Synergy Group, Ltd. He continues to own interests in these insurance and financial services businesses. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various technology-driven solutions.

Peter Buhl is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at supporting their long-term financial goals. He joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative and Investment Consultant. Throughout his tenure at Fidelity, Peter has gained experience in financial consultation and investment advising. His progression within the firm reflects his commitment to assisting clients in managing their financial portfolios. Outside of his professional responsibilities, Peter has interests in cars, fitness, football, golf, soccer, and traveling.

Kevin Elbinger is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera where he has worked since 2013. He holds Series 63 and Series 66 registrations and operates out of Farmington Hills, MI. Outside of his advisory role, Elbinger serves as a board member for the Jewish Federation of Metro Detroit and ORT America - Michigan Region, participating in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers various portfolio management and financial planning services through a broad network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary investment options.

Makram Talia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He was previously with UBS Financial Services for 15 years before joining Raymond James in 2026. Outside of his advisory role, he has been involved as an investor and partner in a real estate venture. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Melissa Marrero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Bank One since 1997 and has been with J.P. Morgan Securities since 2012, including a role at JPMorgan Chase Bank, N.A. since 2022. 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 network 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 authority.

Calvin George is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at Georgetown Wholesale LLC, where he was the sole proprietor and handled bookkeeping for a wholesale business selling items on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amanda Teremi is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has also worked with Ballard Wealth Group and has prior experience in banking and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools tailored to client goals.

Thomas Halonen is a CFP® certified financial advisor with 21 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Farmers Insurance Group and Farmers Financial Solutions from 2006 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Jack Rosely is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Painewebber Incorporated since 1990. Outside of his advisory role, Jack holds a real estate license at ICR Co. in Madison Heights. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Bradley Augustine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with multiple investment-related business entities operating under LPL's umbrella, including Mercury Capital Group and Sherman Private Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and portfolio management supported by proprietary and third-party research.

Mehul Mistry is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for over 15 years at Securities America Advisors, Inc. and Securities America Inc. In addition to his advisory role, Mistry has ongoing involvement with Superior Engineering Inc., where he has worked for more than three decades. He participates in a financial advisor study group composed of professionals introduced to the industry by family members and is involved with a charitable foundation established by his parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, employing firm-provided tools to construct diversified portfolios tailored to client needs.

Linda Laprad is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Raymond James since 1999, serving in various capacities within the firm for over two decades. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains distinctive programs such as municipal and public-finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Amanda Kebbe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Emma Goodman is a financial advisor at Thrivent Investment Management with Series 66 credentials and two years of industry experience. Before joining Thrivent, she worked at Comerica Bank for seven years. Outside of her advisory role, she serves as a tabulator for the Michigan Color Guard Circuit, an indoor color guard marching activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various planning topics. The firm combines planning with managed-account programs under the WealthPlan option while maintaining separate planning and investment services.

Amy Smith is a financial advisor with Ameriprise Financial Services LLC in Novi, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Ameriprise since 1998. Outside of her advisory role, she owns a business called Legacy Family Office and serves on the finance committee of St. James Catholic Church. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, utilizing a centralized consulting team that delivers data-driven, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support retirement strategies, with a focus on assets managed within Ameriprise accounts.

Gurveer Mann is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services for seven years before joining OSAIC in 2021. Outside of his advisory role, Mann serves as the head coach for freshman boys soccer at Salem High School and Plymouth Scholars Charter Academy. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing various asset-allocation tools, third-party money managers, and supports both discretionary and non-discretionary account management.