Mark Sullivan is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006 as well as Bank of America, N.A. since 2009. 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 a broad range of clients including individuals, pension plans, corporations, and charitable organizations.

Michael Mitchell is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Infinex Investments, Inc. and Flagstar Bank, where he serves as an assistant branch manager and licensed banker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Maxwell Graven is a Series 65-licensed financial advisor with Fisher Investments, based in Birmingham, MI, and has four years of industry experience. He has worked at Fisher Investments since 2020 and previously held roles at the University of Arizona, Valley Chain & Gear, Altria, Kidder Matthews, and Unite. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Michael Hannosh is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he held roles at Park Avenue Securities, Guardian Life Insurance Company, and is the CEO and owner of Mindful Peer Tech LLC, where he manages operations, sales, and product development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and advisory services supported by various portfolio management styles and affiliated research.

Eric Whipple is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having worked previously at Wells Fargo Clearing and Wells Fargo Advisors. His background includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and models to support client goals.

Travis Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL in 2021, he spent over a decade with Stickradt Media Group/NorthOaklandSports.com as Chief Advertising Officer and worked with various insurance carriers through W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management options.

Alban Londo is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2016, following a decade at JPMorgan Chase Bank NA. 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, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Garett Eschels is a financial advisor with Cetera in Birmingham, MI, holding Series 63 and Series 65 registrations and having 10 years of industry experience. His background includes roles at Concourse Financial Group Securities Inc and American General Life Insurance. He also operates Eschels Financial Group Inc, focusing on insurance sales and service. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Melannie Kleven is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously at PNC Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and offers non-discretionary advisory services through a select group of Wealth Advisors.

Keith Hatton is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dwight Diener is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Diener serves on the Board of Directors for the Bloomfield Historical Society and the Bloomfield Township Library. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Stamper is a financial advisor with Wells Fargo Advisors in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo, he worked at Merrill from 2018 to 2022 and spent nine years at The Nakisher Law Firm, PLLC. Wells Fargo Advisors is an institutional firm serving a broad client base with a comprehensive investment approach.

Wayne Peters is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research-driven investment solutions.

John Steves is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jay Keranen is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Advisory Board and Advisory Board of Michigan State University’s Broad College of Business, participating in student engagement and mentorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, supported by structured planning tools and advisory services.

Darryl Deriemacker is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63, 65, and 66 designations and bringing 21 years of industry experience. He has been with Merrill since 2012. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Christina Henderson is a Series 66-credentialed financial advisor with UBS Financial Services in Birmingham, MI. She has four years of industry experience and has been with UBS since 2018, with intermittent roles outside the firm during that period. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerance. The firm also provides institutional trading capabilities alongside wealth management services.

Michael Tocco is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, J.P. Morgan Securities, and an earlier tenure at Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured, algorithm-supported process to generate personalized retirement income plans.

Houston Sanders Jr. is a Series 66 credentialed advisor with J.P. Morgan Securities, based in Bloomfield Hills, MI, and has 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in several entrepreneurial ventures, including ownership roles in a cold-pressed juice company, a micro-green agricultural business, and a farming and distribution operation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Marlaina Jurco is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is active in community theater and music, performing with Festival Singers and working with Meadow Brook Theatre and Avon Players Inc. She also serves on the board of We R Family USA, a social organization supporting the LGBT community in Detroit. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to tailor clients’ investment strategies.