Sherri Koch is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Raymond James & Associates for 26 years. She has been with Merrill since 2022. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Pieschke is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Members First Credit Union, and Axa Advisors. He serves as a board member of Hopevale Church, where he participates in doctrinal discussions and budget voting. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Husak is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including OSAIC, FSC Securities Corp, Next Financial Group, and Invest Financial Corporation. In addition to his advisory role, he is a partner in The Wealth Advantage Group, where he manages client accounts and trading activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and proprietary tools.

Marygrace Voss is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Michigan Financial Companies, UHY, Walsh College, BKD, and Xavier University. She is also involved as a financial planner and partner advisor in related financial and insurance activities at Michigan Financial Companies and Fathom Financial Partners. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation and portfolio optimization, supported by a complex network of affiliates and a platform notable for its scale and consolidation.

Ross Ainley is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved with Ainley Financial Group, where he offers and services fixed insurance products and premium financing. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of discretionary and third-party strategies.

Bryon Knuth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. His career includes roles at Ameriprise Financial Services, Securian Financial Services, and Wealth Strategies Financial Group, where he continues to serve clients. Outside of finance, he is the owner of an apparel website operated by his sons and assists in real estate activities with his wife. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through various program structures.

Christina Wright Sutton is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Parul Sharma is a Financial Advisor at Merrill Lynch Wealth Management. She offers comprehensive financial strategies tailored to the unique needs of individuals and families, focusing on investment management, education planning, retirement planning for individuals and business owners, risk mitigation, and holistic wealth strategies designed to build long-term financial security. She holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Parul Sharma earned a Bachelor's degree in Technology from Maharana Pratap Engineering College. Parul is involved in community organizations such as Better Money Habits and Life Remodeled. She speaks English and Hindi. Outside of her professional work, she has personal interests in chess, gardening, and traveling.

Patrick Brennan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held roles at Newbridge Securities Corporation and several other companies outside the financial sector, including DoorDash and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and involvement in commodity pool operations and fund advisory.

Tyler Brown is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A., Northwood University, and Hantz Financial Services. 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, pension plans, corporations, and charitable organizations.

Joseph Danatzko is a financial advisor at Merrill with 26 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 credentials. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kenneth Bertin is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 46 years of industry experience. He has been with Cetera Wealth Services since 2013 and has operated BERTIN & BERTIN Inc., offering fixed insurance products including life, health, disability, and long-term care. Outside of financial services, he is active as a sports official, serving as a referee and umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform providing access to affiliated and third-party strategies with over $256 billion in assets under management.

Steven Schrader is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and banks. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Steven Lone is a CFA® charterholder with 37 years of industry experience and has been with LPL Financial since 2003. He holds Series 63 and Series 65 licenses. His additional business activities include managing a retirement strategy business under the America Group Retirement Strategy Centers name and involvement in non-variable insurance placements. 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, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Harvikram Singh is a financial advisor at Edward Jones in Bloomfield Hills, MI, holding a Series 66 designation with five years of industry experience. He worked for Ford Motor Company for 21 years before joining Edward Jones in 2020. Outside of his advisory role, he assists occasionally with paperwork for Marigold Wedding Planners, a business owned by his wife. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Brian Maraone is a financial advisor with Fidelity Investments in Novi, MI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at MarketCast and an extended period with Defunct. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, and it serves as an advisor to multiple registered funds while employing systematic methodologies and oversight controls.

James Gasparotto is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 27 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he teaches and speaks on financial services topics related to the insurance industry. OSAIC is a multi-advisor platform serving a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.

Carolyn Friend is a financial advisor at LPL Financial with eight years of industry experience. Prior to joining LPL Financial in 2020, she worked at Royal Alliance from 2018 to 2020. In addition to her advisory work, she operates a bookkeeping business and manages an accounting services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various technology tools and a large network of investment adviser representatives.

Colin Slater is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for seven years. Slater also serves as co-treasurer of the First Baptist Church of Farmington, where he volunteers to manage weekly offerings and annual giving records. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools, with multiple custodial and legacy programs available to clients.

Brian Werth is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MGM Grand Detroit, and Faisah Farms LLC. Outside of advisory work, he is a co-owner of a rental property in Belleville, 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, pension plans, corporations, and charitable organizations.