Alyssa Cox is a Series 66-registered financial advisor at Merrill with one year of industry experience. Prior to entering the financial services field, she held various roles in the hospitality and retail sectors. 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 individual, high-net-worth, and institutional investors.

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Michael Eldridge is a financial advisor at Raymond James & Associates with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, Voya Financial Advisors, Marlin Financial Advisors, and Merrill. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Tammy Fleming is a financial advisor at Edward Jones with over 26 years of industry experience. She holds a Series 66 designation and is based in Clarkston, MI. Fleming has spent her entire career with Edward Jones, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Logan Guthrie is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, business owners, and families to navigate complexities related to significant wealth, focusing on areas such as wealth preservation, growth, retirement, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned a Bachelor's Degree from Central Michigan University and completed his high school education at Alpena High School. Outside of his professional role, Logan enjoys spending his free time fishing, golfing, and hunting, often in various locations throughout Michigan.

Nathan Grobbel is an advisor with Merrill based in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His recent work history includes roles at Merrill Lynch and Bank of America. Outside of advising, he has been involved with the Oakland Hills Country Club for several years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Thompson is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Larry Powers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gregory Davies is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation. 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, model portfolios, and institutional platforms, supported by a large network of advisors and various investment tools.

Nancy Salvia is a financial advisor with Merrill in Auburn Hills, MI, holding a Series 66 designation and 18 years of industry experience. She has worked with Merrill Lynch and Bank of America since 2007 and 2009, respectively. Outside of advisory work, she serves as the elected Mayor of Rochester, Michigan, a position she assumed in December 2024 after serving as Mayor Pro Tem since 2021. She is also involved in a family-owned vitamin and mineral business operated as Sage Scientific 2 LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Jeffrey Hoenle is a CFP® professional with 18 years of experience in financial advising. He is currently with Osaic and has previously worked at Woodbury Financial Services Inc, Sii Investments, and Platinum Wealth Management Group. Hoenle serves as a director for a conservation nonprofit, teaches financial planning courses at Oakland University, and leads an educational organization focused on advanced planning. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a broad range of advisory and brokerage services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers.

Kyle Volker is a financial advisor with J.P. Morgan Securities in Shelby Township, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Joseph Campbell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2015, focusing on client-driven investment strategies. Joseph co-manages discretionary equity strategies and contributes to investment portfolio construction. His client focus areas include Family Wealth Management Strategies, Portfolio Management Services, and Individual and Corporate Investment Strategy. He holds a Bachelor's degree in Business Administration from Washington and Lee University. Joseph has earned the Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations. Outside of work, his interests include football, soccer, and traveling.

Danielle Mihelich is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Danielle focuses on offering customized financial strategies tailored to her clients' unique needs, addressing areas such as college education planning, divorce transition planning, personal retirement planning, socially responsible investing, and women and wealth. Since beginning her career in the financial services industry in 2018, Danielle has leveraged her expertise to assist individuals and families, including business owners, in building, growing, and protecting their wealth. She emphasizes proactive advice and creative thinking to help clients achieve clarity and structure in their financial lives. Danielle received her bachelor's degree from Western Michigan University. Born and raised in Southeast Michigan, Danielle enjoys hiking, gardening, reading, traveling, and spending time with her family. She volunteers with The Cleanup Club in the Detroit area. Danielle also speaks English and Italian and has an interest in language learning.

Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Edward Weidman Jr. is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves on the Board of Directors for the Logan Hills Association. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored, point-in-time advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Damon Dyas is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at their Grosse Pointe Park, MI office. Dyas participates in the Michigan State University Wealth Management Committee, providing industry insights and feedback on financial planning education. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Adams is a financial advisor with J.P. Morgan Securities in Macomb, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework. The firm combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.