John Firek is a financial advisor with Raymond James & Associates in Beverly Hills, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Matthew Spickler is a Senior Financial Advisor and partner with The Spickler Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2017, he has worked with families, individuals, and business owners to provide a holistic approach to managing wealth, focusing on understanding clients' needs and goals. His process involves organizing all aspects of clients' financial lives to develop long-term plans aimed at helping them achieve their retirement and legacy objectives. Matt's areas of expertise include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from Michigan State University. In addition to his financial advisory role, Matthew is a member of the Detroit Rotary and has received the Youth Citizen Service Award. His personal interests include adventure sports, billiards, camping, chess, music, reading, spending time with family, traveling, writing, and yoga.

James Uh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and National Planning Corporation. He is also a presenter for White Glove Workshops, conducting investment-related seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Sarah Mccarthy is a financial advisor with Stifel, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously held roles at Victoria's Secret and Michigan State University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Anita Taymore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and six years of industry experience. Her prior roles include positions at Fidelity Investments and JPMorgan Securities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources within a diversified investment framework.

Patrick Moran is a Wealth Management Advisor at AMDG Wealth Management, where he has been assisting ultra high net worth clients since 2014. He holds the Senior Portfolio Advisor title and focuses on wealth planning, analysis, and asset allocation. In this role, Patrick manages custom investment strategies on a discretionary basis, selecting from a broad range of Merrill model portfolios and third-party investment strategies to help clients pursue their financial objectives. Patrick's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He has been a member of Forbes "Best-in-State Wealth Management Teams" list for multiple consecutive years starting in 2023. Born and raised in Michigan, Patrick earned a Bachelor of Science degree in Business from Le Moyne College. He lives in Bloomfield Hills, Michigan with his wife Kelly and their children, Hunter and Madison. Outside of work, Patrick enjoys golfing, ice hockey, spending time with his family, and traveling.

Kyle Lambert is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked with both LPL Financial Services, LLC and Financial Services Group of Michigan, Inc. He also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Christian Atabong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank and Clarkston Capital Partners. His background also includes time at Michigan State University and work at Franklin Hills Country Club. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clifton Powell Jr. is a CFP®-credentialed financial advisor with LPL Financial in Rochester Hills, MI, and has 30 years of industry experience. He has been with LPL Financial since 2003. Powell is also affiliated with Marcum LLP's CPA Affiliate Program as of 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers comprehensive financial planning and advisory services, including discretionary and non-discretionary management, supported by research, model portfolios, and various program offerings.

Matthew Sebastian is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to his financial services career, he was employed at Novo Nordisk for nine years. Outside of finance, he is a partner in Sebastian Tree Farm, an agricultural business in Casco, Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenarios. The firm manages approximately $2.74 trillion in client assets and offers services that encompass both standard wealth management and specialized investment strategies.

Lauren Wenzel is a financial advisor at Morgan Stanley with a Series 66 credential and 3 years of industry experience. Her work history includes roles at Morgan Stanley since 2022, as well as experience at Shift Digital and prior positions in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support its financial planning process.

Michael Beckner is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Scottrade for 16 years before joining Ameriprise Financial Services in 2018. Outside of his advisory role, Beckner serves as a church treasurer, assisting with financial responsibilities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Griffin Horne is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. He has worked with Merrill and Bank of America since 2017 and 2018 respectively, and previously spent time at the Ron Blue Institute and Indiana Wesleyan University. Merrill 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Shailly Misra is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at firms including Superior National Bank, JPMorgan Bank, and Fifth Third Bank. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise funds, model portfolios, and registered investment companies.

Philip Ruggeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2016 and has been affiliated with First State Bank since 1985, where he serves as Chief Financial Officer. Ruggeri also teaches as a college instructor in Warren, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Sheryl Hale is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney 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 wide range of advisory programs, including tailored financial planning and access to various investment products and strategies.

Anthony Benvenuti serves as a Resident Director with Merrill Lynch Wealth Management. In his role, he works with clients managing complex financial portfolios, including those with significant wealth derived from business ownership, executive compensation, and concentrated stock positions. Benvenuti and his team offer comprehensive wealth management services that integrate investment management with banking and lending resources from Merrill and Bank of America. Since 2008, Benvenuti has helped individuals, families, business owners, and executives navigate financial decisions related to retirement planning, business succession, liquidity strategies, and wealth transfer objectives. His areas of focus include affluent individuals and families, corporate executives, business owners, and entrepreneurs. Benvenuti holds a Bachelor's Degree from Central Michigan University and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, he participates in community activities including volunteering with the Susan G Komen Foundation. He also enjoys cooking, gardening, golfing, ice hockey, racquetball, reading, soccer, traveling, and spending time with his family.

Arthur Onyx is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and has operated Arthur F. Onyx Accounting since 1980, providing tax preparation and light bookkeeping services alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including both discretionary and non-discretionary management supported by in-house and third-party research and portfolio options.

Kristina Graham is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Paycom for five years. Outside of her advisory role, she owns and manages a vacation rental property in Johannesburg, Michigan. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Justin Cattaneo is a financial advisor with Cetera possessing 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, PNC Investments, and The Huntington Investment Company. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.