Tiffany Saites is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2015 and is also involved with Professional Management Services/Sandra Hennessey, where she has been active since 2006, focusing on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, with an emphasis on both strategic and tactical investment approaches.

Tonya Dalton is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client goals.

Craig Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading a team dedicated to guiding clients through their financial lives using a goals-based planning approach. He focuses on tailoring strategies based on clients' risk tolerance, time frames, and the tax implications impacting their goals. With over 30 years of experience, Craig advises clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. His expertise encompasses portfolio development, liability management, asset preservation, and ensuring a predictable lifetime income stream during retirement. Business clients benefit from his guidance on cash management strategies, employee benefit plans, and financing needs. His team also provides access to specialists in premier banking, insurance and estate planning, and retirement plan development. Craig began his career in financial services in 1992 and joined Merrill Lynch in 1994. He holds a Bachelor's Degree from Miami University in Oxford, Ohio. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig and his wife Kimberly have three children. He participates in community volunteering and enjoys golfing, running, spending time with family, and traveling.

John Rowan is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at HSBC Securities (USA) Inc. and Chase Investment Services Corp. before joining Ameriprise in 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement income planning through written Recommendation Reports and ongoing advice.

Michael Sanfield is a Wealth Management Advisor with Merrill Lynch Wealth Management, operating a practice in Farmington Hills for over four decades. He works as part of a team that includes his daughter Carly and client associates Catherine Beattie and Leeanna Hempstead. In his current role, he focuses on offering a comprehensive approach to managing wealth, which begins with understanding clients and their families, financial situations, and priorities. He helps clients create customized wealth management strategies that are adaptable to their changing needs and market conditions, providing access to the investment insights of Merrill and the banking convenience of Bank of America. Michael's areas of expertise include services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. His approach emphasizes delivering service and helping investors pursue their long-term goals. He holds a Bachelor's Degree from Michigan State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael also engages in community participation, dedicating time to volunteering with local organizations. Outside of work, he enjoys golfing, reading, spending time with his family, and playing tennis.

Tina Potasinski is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Raymond James & Associates, UBS Financial Services, and J.P. Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cody Mc Cullough is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Equitable Advisors and Mass Mutual Great Lakes and has a background that includes roles in financial services and education. Outside of advisory work, he is employed with J.D. Quality Painting in the construction sector. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Robert McMahon III is a CFP® certificant with 13 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously held roles at DFCU Financial, CUSO Financial Services, and several other firms. McMahon operates out of Novi, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Andrew Baldwin is a financial advisor with LPL Financial in Northville, MI, holding the Series 66 designation and nine years of industry experience. He previously worked at Voya Financial Advisors and has operated Baldwin Capital Management for ten years. Outside of his advisory work, Baldwin is involved with Fora Travel, a home-based non-investment related business. LPL Financial provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by various advisor tools and a broad platform of non-advisory financial services.

Paul Stephens is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Inc. and Comerica Securities. Since 2013, he has also provided consulting services through Institutional Investment Consulting (IIC), an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational and research tools.

Brandon Slater is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His prior experience includes a role at CitiGroup Global Markets INC beginning in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Michael King is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Ameriprise Financial Services in various capacities from 2009 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Ford is a CFP® with 43 years of industry experience and has been with Cambridge Investment Research Advisors since 2008. He serves as a board member of Dearborn Federal Savings Bank and Dearborn Country Club. Ford also owns and operates Premier Financial Advisors, providing tax and legal liability services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Dale Glick is a financial advisor at OSAIC with the designations ChFC® and Series 63, bringing 49 years of industry experience. He has worked at OSAIC since 2018, following seven years at Jhfn Sii and one year at Osaic FA, Inc. Outside of his advisory role, he is involved in the sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various tools and third-party managers to deliver customized solutions.

Anthony Atrasz is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2023, and has previously worked at Mariner Wealth Advisors, Mainstay Capital Management, Fidelity, and Ferris, Baker Watts. In addition to his advisory role, he has outside employment with Corewell Health and Schoolcraft College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by technology tools to aid advisors.

Krystal Burns is a Series 66-licensed financial advisor with 15 years of industry experience. She is associated with Merrill and has held roles at Bank of America, N.A. since 2015 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Sierra Ford is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Sierra worked at Bank of America and JP Morgan Chase. Outside of professional activities, Sierra serves as assistant treasurer and a finance committee member for the Seventh-Day Adventist Church in Ypsilanti, Michigan. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Derek Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over 17 years with Cambridge Investment Research Advisors. Outside of finance, he serves as a part-time shipping director for Fluff & Tuff. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

William Douglas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked across multiple Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple investment funds.

Lindsay Corneille is a CFP® professional at Raymond James Financial with 19 years of industry experience. She has worked at Raymond James since 2018 and held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Corneille is the owner of Family Legacy Wealth Partners, a support company based in Plymouth, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.