Michael Mercer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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, and various institutional investors.

Mark Dickinson is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Bank of America and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abraham Robertson is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Ameriprise in Novi, MI. He previously worked at RiverSource Distributors Inc and has held multiple roles at Ameriprise since 2013. Outside of advising, he co-owns Clarity Tax Professionals, LLC, a tax preparation business, and Acres of Eden LLC, a farm operation in Fergus Falls, MN. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that integrates written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Eric Konopka is a financial advisor with Ameriprise in Northville, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a fireworks retail company in Michigan. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Barbieri is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and other firms. Outside of his advisory role, he is a partner in Cheers Lapeer Bar in Lapeer, Michigan. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Vianna Burns is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, including time at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility criteria.

Kenneth Harb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. He serves as a board member of the Livonia Brownfield Redevelopment Authority, where he participates in meetings and reviews tax credit issuances for underutilized real estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm integrates research and analytics with diversified investment principles and provides both brokerage and advisory solutions across a broad range of financial products.

Grant Sutter is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked within JPMorgan entities since 2011, including fifteen years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a centralized due diligence team and includes broader derivatives and commodities capabilities.

Hillary Ziemba is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she works closely with clients and Financial Consultants to develop personalized financial strategies that align with clients' specific goals and needs. Hillary's experience at Fidelity Investments spans multiple roles, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and Investor Center Intern in 2022. Through these positions, she has developed a comprehensive understanding of client relationship management and financial planning processes.

Michael Hudzik is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Banc of America Investment Services. He serves as a director for the Michigan Council on Economic Education, a charitable organization focused on advancing economic knowledge among teachers. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by firm research and diverse portfolio management options.

Jeffrey Fleischman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has been involved in petroleum distribution and pipeline terminal operations through his roles at Peerless Distributing Company and Cousins Petroleum, Inc. Fleischman serves as a secretary for several senior housing and aging services nonprofit organizations in the Detroit area. Cetera Investment Advisers LLC provides a range of financial services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party investment options across discretionary and non-discretionary program structures.

Mark Holowicki is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Since beginning his career in 1988, he has guided affluent families, professionals, and business owners through multiple market cycles by delivering personalized, goals-based wealth management strategies. Mark collaborates closely with clients to define their financial priorities and creates tailored plans that address their unique circumstances and stages of life. His areas of focus include college education planning, executive compensation, family wealth management, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, and personal retirement planning. Mark holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Michigan University and a Master's Degree from Wayne State University. Outside of his professional work, Mark is involved with community organizations such as the Salvation Army, Purple Heart, United Way, Detroit Catholic Central, and the Boys and Girls Clubs of Southeast Michigan. His personal interests include biking, golfing, and yoga.

Carl Meyers is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Raymond James & Associates since 1999 and previously worked at Focus Credit Union from 2016 to 2019. Outside of his advisory role, Meyers serves on the University of Michigan Board of Regents. 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 charitable organizations, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.

Anthony Ajlouny is a financial advisor with UBS Financial Services in South Lyon, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining UBS in 2024, he worked at Auto-Owners Insurance and IHS Markit. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Richard Kurjian is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 30 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2010 to 2016. He serves as chairperson of the Investment Advisory Committee and Investment Fund for Saint Johns Armenian Church in Southfield, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Robin Stack is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 10 years before joining Raymond James in 2018. Outside of his advisory role, he is an employee of Family Legacy Wealth Partners, where he serves as a registered assistant. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Glen Milligan Jr. is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for eight years. He also acts in a fiduciary capacity in various roles such as trustee and personal representative. 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, institutional clients, and municipalities—and offers tailored financial planning and investment consulting through its Wealth Advisory Services Program.

Traver Tremblay Goodrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and is based in South Lyon, Michigan. Outside of his advisory role, he is involved with Children's Toy Closet, Inc., an online retail business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Craig Brass is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Brass is a freelance writer and serves on the board of directors for the Great Lakes Golf Academy, which focuses on developing junior golfers for collegiate competition. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to deliver tailored financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.