Peter Nagy is a CFP® professional with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch from 2009 to 2022. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, MI. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Lisa London is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. She began her career in 1985 and joined Merrill in 2009. Lisa specializes in helping clients simplify their financial lives through personalized wealth management strategies, addressing areas such as divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. She also works with small and mid-size companies to provide retirement products and services, including 401(k) plans, helping employers customize benefit programs to attract and retain employees. Lisa holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Plans Specialist℠ designation, and additional credentials including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College. Beyond her professional role, Lisa is involved in community volunteer activities through The London Group's participation with Bank of America. She enjoys biking, boating, golfing, hiking, music, and spending time with her family.

Jason Firek is a CFP® professional affiliated with Raymond James & Associates, bringing 24 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in agriculture as an owner and partner in farm-related businesses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Wendy Mc Millan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America Private Bank, Fidelity Investments, Deutsche Bank, and Wells Fargo Securities. She serves as a board member of The Garden Club of Michigan, where she helps administer and recordkeep to promote gardening knowledge. 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, and institutional accounts, supported by internal and third-party managers.

Stuart Mccormick is a CFP®-designated financial advisor with Raymond James & Associates, based in Birmingham, MI, with 27 years of industry experience. He has been with Raymond James & Associates for 23 years. 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 municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Anthony Cook is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Cook is also involved with Cook Wealth Management and Pelican Bay Wealth Management, both entities associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, providing discretionary and non-discretionary management supported by in-house and third-party research.

Albert Berger is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2016. Outside of his advisor role, he is involved with Princeton Harriman Insurance Solutions, providing insurance advisory services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Jeff Erdman is a financial advisor with LPL Financial and holds Series 65 and Series 66 licenses. He has 25 years of industry experience, including prior roles at Gordon Financial Advisory Services and FSC Securities Corporation. Erdman operates a business under Gordon Financial Advisory Services, which he has maintained since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Peter Gibson is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing personalized wealth management strategies. With over 10 years of experience at Merrill, he focuses on areas including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter holds a Bachelor's Degree from Wheaton College with studies in Business Economics and Interpersonal Communication. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is actively involved in his community through participation with organizations such as Oakland Christian School, Pontiac Dream Center, and Woodside Bible Church. His community involvement includes initiatives in career development and life skills, coaching basketball, and supporting individuals with special needs. Peter resides in Rochester with his wife, Cathryn, and enjoys activities like travel, golf, basketball, music, and fitness.

Karen Strickland is a CFP® and Series 66 registered financial advisor with UBS Financial Services in Troy, MI, where she has worked since 2015. She has 10 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, providing access to proprietary research and a broad range of capital markets services.

James Vanek is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory work, Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, with a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Andrew Mullins is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 credential and has worked solely with Baird since 2018, including a brief role at DuBois Bookstore in 2019. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Trevor Andrews is a CFA® charterholder with 13 years of industry experience, currently serving at Merrill in Bloomfield Hills, MI. He has been with Merrill and Bank of America since 2015. 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.

Scott Thomas is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Royal Alliance Associates, INC. and operated Thomas Financial Group since 2009. Thomas is involved in life, accident, and health insurance and fixed annuity business, as well as participating in a private securities transaction with AdvisorShare. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and risk assessment methods to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joel Mallery is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides custody, underwriting, and capital markets services through its platform.

Amy Edwards is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been associated with Merrill since 1992 and also with Bank of America, N.A. since 2011. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Bueno is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2023, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves on the board of Trinity Health Oakland and is involved as a partner in several investment-related ventures, including Crypto Ceramics, LLC and Bueno Enterprises, LLC. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

Scott Mazius is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His career includes long-term roles with First Allied Advisory Services and FSC Securities Corporation. Outside of advising, he is a finance committee member for the nonprofit Repair the World and serves as a board trustee for Walnut Lake Estates Sub HOA. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

John Morad is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding a Series 66 designation and 25 years of industry experience. His prior work includes a decade at Comerica Securities, Inc. and several roles at Ameriprise Financial Services. Outside of his advisory duties, Morad serves on the Board of Directors for the Birmingham Little League and assists with the operation of the baseball league. 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 institutional fiduciary solutions through a range of portfolio management styles.