Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice rooted in modern portfolio theory. The firm’s IPS-driven approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when advising clients.

Jason Lira is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He has also been involved with Schultz & Associates, PLC, a firm focused on tax preparation and accounting, since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.

Rebecca Lamacchia is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and one year of industry experience. Her prior work history includes roles outside the financial sector at Panera Bread and Grand Valley State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Jaue Hwa Huang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1991 and serves clients across 26 states, including national and global companies, small and medium-sized businesses, as well as individuals. Her approach to wealth management focuses on listening to clients' needs and developing personalized financial strategies aligned with their long-term goals. Utilizing investment insights from Merrill and banking services from Bank of America, she addresses various aspects of clients' financial lives. Jaue Hwa holds a Bachelor of Science degree from Clemson University and master's degrees from Rutgers University and Central Michigan University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Jaue Hwa is involved in community service, serving on the boards of the Dearborn Symphony Orchestra and the Salvation Army Great Lakes Division Executive and Advisory Boards. Her personal interests include music, spending time with family, and traveling.

Bruce Baja is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has prior experience at RFC Financial Planners and various other roles including work at Bloomfield Hills Country Club and Michigan State University. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad advisory network and a range of portfolio management styles.

Benjamin Cobb is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked five years at Equitable Financial/Equitable Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Richard Maas is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 27 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Maas is also involved with Berry & Maas Consulting, Inc., a business entity focused on tax and investment purposes, as well as Genesis Financial Partners and Maas & Associates Inc., which serve non-investment related functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management options, including model portfolios, third-party subadvisors, and institutional platforms, supported by advanced operational tools and a wide network of investment adviser representatives.

Jonathan Lybeck is a financial advisor with LPL Financial in Southgate, MI, holding Series 63 and Series 65 certifications and bringing 19 years of industry experience. He previously worked for CUNA Brokerage Services, INC for 12 years before joining LPL Financial in 2022. Outside of his advisory role, Mr. Lybeck operates a hobbyist photography business and is a partner in 7North Studios, LLC. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scot Pardo is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Teddie Eisenberg is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, Eisenberg worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and demographics. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rachel Mc Govern is a financial advisor at Edward Jones in Belleville, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked at Romulus Athletic Center and with the Kelley Family. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Lienert is a financial advisor at LPL Enterprise with a Series 66 designation. He has no prior industry experience but has held roles in sports and entertainment organizations, including Chicago Fire FC and Ilitch Sports & Entertainment. He also has experience in real estate through Brandt Real Estate. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Anne Schimmel Beck is a CFP® professional with 20 years of experience in the financial industry. She currently serves as a financial advisor at LPL Financial and has previously held roles at Avantax Advisory Services, Cetera Wealth Services, and Capital City Financial. Beyond her advisory work, she is a yoga instructor and volunteers with the Reach Out Children’s Fund, supporting fundraising efforts to improve conditions for children in Peru, as well as providing financial guidance through the Savvy Ladies free helpline for women. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a diverse range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Pamela Leist is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her work history includes roles at Matheson Heating & Air Conditioning and Master Craft Carpets, Inc. Outside of financial advising, she is involved with Help Me Carry, LLC, providing firearms training in White Lake, MI. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

Kazuma Bals is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked in mortgage lending at USA Mortgage and Highlands Residential Mortgage. He also has experience in educational roles at Northwood University and at the high school level. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a formal advisory role for multiple registered investment companies.

Steven Case is a financial advisor with LPL Financial in Farmington, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at FSC Securities Corp and National Planning Corporation. Outside of his advisory work, he owns a digital marketing company and an app-related digital asset called ReallyMake. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management solutions, supported by extensive technological tools and a broad range of non-advisory financial services.

Samantha Suhrcke is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. She previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of her advisory role, she is affiliated with the Country of Club of Detroit. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Peter Nielsen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high net worth families to help them avoid unnecessary taxes and take defined risks, ensuring personalized financial strategies without delegation to associates. His expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter manages discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Peter holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Bloomfield Hills Andover High School. Outside of his professional role, Peter enjoys dancing, singing, and spending time with his family.

Bryan Foster is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives using a range of investment approaches.