Michael Hudzik is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Banc of America Investment Services. He serves as a director for the Michigan Council on Economic Education, a charitable organization focused on advancing economic knowledge among teachers. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by firm research and diverse portfolio management options.

Bradford De Spelder serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces them to solutions offered through Merrill and Bank of America. His approach focuses on empowering clients with knowledge and tools to manage their financial lives effectively. Bradford holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Grand Valley State University. He emphasizes uncovering what matters to clients and their families to help create strategies aimed at pursuing their financial goals.

Andrew Crowther is a financial advisor with Ameriprise in Royal Oak, MI, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2019 and previously at United Shore Financial Services from 2015 to 2019. Outside of his advisory role, Crowther serves on the Board of Directors for the Lake Shore Sail Club and teaches gymnastics at the Michigan Academy of Gymnastics. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm operates as a large institutional entity offering a broad range of advisory, brokerage, and insurance solutions.

Mark Holowicki is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Since beginning his career in 1988, he has guided affluent families, professionals, and business owners through multiple market cycles by delivering personalized, goals-based wealth management strategies. Mark collaborates closely with clients to define their financial priorities and creates tailored plans that address their unique circumstances and stages of life. His areas of focus include college education planning, executive compensation, family wealth management, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, and personal retirement planning. Mark holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Michigan University and a Master's Degree from Wayne State University. Outside of his professional work, Mark is involved with community organizations such as the Salvation Army, Purple Heart, United Way, Detroit Catholic Central, and the Boys and Girls Clubs of Southeast Michigan. His personal interests include biking, golfing, and yoga.

Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.

Richard Kurjian is a financial advisor with Wells Fargo Clearing in Farmington Hills, MI. He holds the CFP® designation along with Series 63 and 65 licenses and has 30 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2010 to 2016. He serves as chairperson of the Investment Advisory Committee and Investment Fund for Saint Johns Armenian Church in Southfield, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Ariel Alexis is a Financial Consultant currently working at Fidelity Investments since 2025. Ariel has held positions at Fidelity Investments as an Investment Consultant from 2024 to 2025 and as a Financial Representative from 2022 to 2024. Prior to joining Fidelity, Ariel worked as a Financial Representative at TD Ameritrade from 2021 to 2022. In their role, Ariel approaches client relationships with a focus on understanding clients' lives beyond financial data to provide personalized and practical financial guidance. Ariel positions themselves as a financial advocate committed to crafting tailored advice that meets individual client needs.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and previously worked at Michigan Financial Companies and The Home Depot. Harris is involved in sales and marketing of fixed annuities, securities, investment advisory, and insurance products through Elite Wealth Strategies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory programs supported by model-based asset allocation and portfolio optimization tools.

Tre Walton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities in Southfield, MI, where he has worked since 2023. Prior to joining JPMS, he held roles at Bank of America and Merrill from 2020 to 2023. 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. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Theresa Sherman is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. Her work history includes roles at PART Financial, Minnesota Life Insurance Company, and Securian Financial Services. She is also the secretary of Troy Family Daze, a community volunteer group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Glen Milligan Jr. is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for eight years. He also acts in a fiduciary capacity in various roles such as trustee and personal representative. 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 clients, and municipalities—and offers tailored financial planning and investment consulting through its Wealth Advisory Services Program.

Wesley Ho is a CFP® professional at Osaic with eight years of industry experience. He previously worked at Securities America Advisors and Pruco Securities, LLC. His other activities include providing notary services to clients at no cost. Osaic Wealth serves a diverse client base ranging from individual investors to institutional clients, offering both brokerage and advisory services through various programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing, with access to multiple custodial arrangements and alternative investments.

Davis Graham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He applies his experience to help clients create personalized financial plans that align with their unique ambitions and priorities. Davis earned a Bachelor's Degree from Wayne State University and holds the Personal Investment Advisor (PIA) professional designation. As a Wayne State Baseball alumnus and a member of GSJ and Associates, which has over 80 years of market experience, he focuses on helping clients achieve financial freedom by accomplishing short-term goals while planning for retirement. Born and raised in Grosse Pointe, Davis is committed to supporting his community in maintaining their desired lifestyle. Outside of his professional work, Davis enjoys spending time with his dog Bailey and watching sports. His personal interests include baseball, football, golfing, and pickleball.

Ryan Porter is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on educating and working with clients to help them achieve their long-term goals through disciplined investing and financial planning. His professional experience centers on providing investment consulting services. Outside of his professional role, Ryan engages in various personal interests including family activities, football, movies, parenthood, reading, and traveling.

Kevin Kneip is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 13 years at Signator Investors/John Hancock. He holds roles including vice president and agent in related financial enterprises focused on securities and insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and strategies.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Angelo Grant is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked at CDW for four years and Kelly Services for five years. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Alan Semonian is a financial advisor with Raymond James Financial in Berkley, MI, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked with Raymond James since 2005 and concurrently leads accounting and tax-related businesses, serving as CEO of AmeriTax Plus and owner of Eagle Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and a large advisor network, with specialized offerings in municipal finance and employer SIMPLE IRA advisory programs.

Samikka Cannon is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting individuals and families in building and retaining wealth through customized financial planning. Samikka's expertise includes corporate executive services, divorce transition planning, education planning, executive compensation, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. She holds the Personal Investment Advisor (PIA) designation and has completed her education at Pontiac Northern High School and Oakland Community College, where she earned an Associate's Degree. Samikka is committed to understanding her clients' unique ambitions and priorities to create financial strategies tailored to their goals. Outside of her professional role, Samikka is involved in community activities through organizations such as Moms To Moms, Trinity Church, the American Red Cross, and Habitat for Humanity. She enjoys spending time with her family and participates in activities like baseball, basketball, boating, camping, football, golfing, hiking, music, and reading.