Jeffrey Rabon is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Rabon is based in Ypsilanti, Michigan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Randall Cope is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. Outside of advising, he is involved as a partner and property manager at Nash Loop Property Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Austin Farah is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Raymond James & Associates and has previous experience at UBS Financial Services and J.P. Morgan. Farah is a passive shareholder in a personal investment firm, Persepolis Company. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management options.

Grace Dostie is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has previously worked at InTouch Credit Union and Target. Grace is based in Birmingham, MI. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to develop tailored financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing both wealth management and institutional trading capabilities.

Robert Ray is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding a Series 66 designation and bringing 20 years of industry experience. He has been with UBS since 2005. Outside of his advisory work, he serves as Vice Chair on the boards of both the Oakland University Golden Grizzlies Champions Club and the Oakland University Alumni Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Zachary Bensinger is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 after working at Michigan State University from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations through standalone planning services.

Kelly Mckinney is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a committee member of the Oakland Schools Parent Advisory Committee, which focuses on issues related to children with special needs. 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 high-net-worth individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.

Derek Zachariah is a Series 66-licensed financial advisor with 20 years of industry experience, currently with LPL Financial since 2022. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2022. Outside of his advisory role, he is associated with DSZ Creations LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing advanced tools and a large network of investment adviser representatives.

Armin Niksimaee is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2023 to 2024 and as an Underwriter at United Wholesale Mortgage from 2021 to 2022. His work focuses on partnering with clients and their families to develop comprehensive financial plans aimed at achieving their financial objectives and providing peace of mind. Armin's approach involves co-creating sustainable financial strategies tailored to each client's unique goals. Outside of his professional responsibilities, he has interests in cars, comedy, food, golf, and music.

Christopher Mc Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from the United States Air Force Academy and a Master's Degree from the University of West Florida. Christopher has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Christopher enjoys football, golfing, ice hockey, and spending time with his family.

Andrew Sawyer is a financial advisor with LPL Financial in Farmington, MI, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he spent five years at Wayne State University. Outside of his advisory work, he is President and Head Coach of Sawyer Development Institute, a hockey summer program in Trenton, MI. 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 and model portfolio programs, supported by technology tools and a broad network of over 22,800 advisors.

Anuj Rama is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to this, he worked at Wayne State University and Mortgage Center LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by quantitative modeling tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers advisory solutions through its Financial Advisors and Estate Planning Strategies Group.

Timothy Dimock is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been with J.P. Morgan Securities and affiliated entities since 2005, holding roles at Chase Investment Services Corp. and Banc One Securities Corporation prior to that. He is based in Birmingham, MI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Crystal Bain is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including The Huntington Investment Company, LPL Financial, Infinex Investments, Flagstar Bank, J.P. Morgan Securities, and Chase Investment Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Kherkher is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Trenton Zylinski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Uniservices since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Adam Walsh is a CFP® with 22 years of experience in the financial services industry. He has worked at Osaic since 2018 and previously spent 14 years with Signator Investors and John Hancock. Outside of his advisory role, he is a part-owner of a private garage at a race track used for personal purposes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process, with an emphasis on asset allocation, portfolio optimization, and multiple managed account options.

Evan Onder is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Collin Allor is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he worked at Madonna University for six years and has experience in landscaping. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.