Matthew Domsic is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is a partner at Mosaic Capital Group LLC and an investor in Udu Beauty. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Zachary Rose is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Builder Circle Capital and has diverse experience in various service and retail roles. Outside of financial advising, he is involved as a mechanic with Troy Aggregate Carriers, a gravel trucking company. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party asset managers and proprietary tools.

Kelly Bambrough Lugar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been affiliated with Cambridge entities since 2004. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, utilizing both proprietary model strategies and access to third-party managers across various custody platforms.

Jeanette Evans is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to Merrill, she worked for Measurement Technologies & Supply, Inc. from 2015 to 2017. 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 wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Macbeth IV is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at JPMORGAN Chase Bank, N.A. and PNC Investments. Macbeth operates out of Huntington Woods, MI. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending investment strategies.

David Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Rochester, MI. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering with several life insurance providers. Ameriprise offers a retirement-income planning service aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized team in partnership with financial advisors like Smith, emphasizing managed accounts and algorithm-driven planning.