Jessica Gibbs is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stifel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to deliver personalized, tax-aware recommendations.

Ethan Smith is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with no prior industry experience. Before joining Equitable Advisors, he worked in various roles including at Commonwealth Financial Group and Denso Manufacturing. Outside of finance, he operates Smessco Power Washing LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party managers.

Nicklaus Serafini is a financial advisor with Wells Fargo Advisors in Bloomfield Hills, MI, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Comerica Securities, Ameriprise Financial Services, PNC Investments, and Oppenheimer. Outside of his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC as a financial advisor. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Joshua Slayton is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Raymond James Financial Services and the Rochester Mills Beer Company. His background also includes academic positions at Grand Valley State University and consulting work with J5 Consulting and Construction Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

Susan Moore Bommarito is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 1999 and has prior experience at Roney & Co. since 1992. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research.

Nickolas LaLonde is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to understand their personal priorities, preferences, and values, providing coaching and strategies aligned with their financial goals. Prior to joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2019 to 2022 and completed an internship in wealth management at Merrill Lynch in 2018. Throughout his career, Nickolas has focused on delivering financial planning and wealth management services tailored to individual client needs. His professional experience spans several years in the financial advisory field, where he has developed expertise in client-focused financial strategies. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

David Aycock is a financial advisor at UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Marcotte is a financial advisor at Robert Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following a prior tenure at Hilliard Lyons beginning in 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dale White is a CFP® professional with 23 years of experience, currently serving at Raymond James Financial in Troy, MI. His career includes roles at McFawn Financial Holding Company, LLC, where he is involved in client base management, and he owns White CPA Group, PLLC, an accounting practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, and institutions. The firm offers tailored non-discretionary planning and employs analytical tools to align investment strategies with client goals.

Michael Mcclintock is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for VOYA Financial Advisors for seven years before joining LPL Financial in 2021. Mcclintock is also involved with Nova Retirement and Wealth Solutions, a DBA related to his LPL business 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, asset management, and retirement advisory services through a large network of investment adviser representatives.

Robert Cline is a financial advisor at Ameriprise with 50 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Yvette Musto is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of her advisory role, she manages a mortgage-related business involving the collection and distribution of payments for a property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Angela Vohs is Vice President and Branch Leader, leading a team of financial professionals with a commitment to fostering relationships and coaching advisors. She prioritizes client satisfaction and aims to ensure that each client interaction is meaningful and impactful. Angela believes that exceptional customer service and employee care are fundamental to a thriving workplace and strives to create an environment where both clients and team members feel valued and empowered. Before her current role, Angela served as Branch Manager at Etrade from 2018 to 2023. Her experience includes managing branch operations and leading teams to deliver financial services effectively. Outside of her professional responsibilities, Angela enjoys boating, gardening, golf, singing, skiing, and tennis.

Brynn Hadden is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Enterprise, Brynn worked at Pruco Securities LLC and has held roles in various industries including retail and education. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and additional insurance and trust services.

Joi Rushing is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Outside of her advisory role, she serves as treasurer and chair of the budget committee for Tee Set Golf Club, a 501(c)(4) social golf club that raises funds for scholarships, and is a board member of Detroit Future City, a nonprofit focused on equitable and sustainable growth in Detroit. 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 strategies developed by internal teams and third-party managers for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Stephanie Brown is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She previously worked at infinex Investments, Inc. for eight years and has been affiliated with Flagstar Bank for 20 years. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of strategic investment options.

Cynthia Bardel Switlik is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2011 and brings expertise in personalized, goals-based wealth planning with a focus on integrated wealth management, portfolio risk management, and tax-efficient strategies. Cynthia works closely with clients on education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. Cynthia earned a Bachelor's degree from Michigan State University and a Master's degree in Accountancy from Walsh College. Her advisory practice emphasizes objective, fiduciary management and utilizes the resources of Bank of America and Merrill to align investment strategies with clients’ individual situations. Outside of her professional role, Cynthia enjoys hiking, practicing yoga, and spending time with her family.

Geoffrey Orbach is a financial advisor at Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, 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 to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Sidhdharth Sheth is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services Inc. since 2008. He serves on the advisory committee of Orchard Lake Country Club, advising on financial operations, and has held board roles with Cranbrook, a private school, and Seen Magazine, a monthly social publication. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to deliver customized financial solutions.

Carl Erickson is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Capital Analysts and Lyons Financial Group. Outside of advising, Erickson is a co-owner of Detroit National Brewing Company, LLC, a former beer company that now receives royalty payments from a brand sale, and serves as Treasurer on the board of the Sylvan Shores Improvement Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities and employs algorithmic automation overseen by dedicated committees to generate personalized retirement income recommendations.