Gabrielle Mccarthy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Prior to this, she was involved with 105AD LLC and BDM Contractors, LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. Their approach incorporates an ESG eligibility framework and focuses on non-discretionary advice, with clients retaining final decision-making authority.

Scott Jasman is a CFP® professional with 24 years of experience in the financial services industry. He has been with LPL Financial since 2011. Outside of his advisory work, Jasman is a notary public and the owner of a local pizza business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, with a platform that supports both discretionary and non-discretionary strategies and incorporates advanced operational tools.

David McMillin is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at American Portfolios and Ambassador Advisors, LLC. Outside of his advisory role, he serves as a church elder at Grace Church of Taylor. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a variety of investment options across discretionary and non-discretionary accounts.

Donald Nurkala III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides investment planning and advice to corporate executives, entrepreneurs, and affluent families. Donald is a qualified Portfolio Manager who builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis through the firm's Investment Advisory Program when applicable. Donald joined Merrill Lynch in 2000. He holds a master's degree from Wayne State University and a bachelor's degree from Michigan Technological University. He is a Certified Financial Planner (CFP) and holds the Personal Investment Advisor (PIA) designation. In addition to his advisory role, he serves as a board member for the Huron Valley Chamber of Commerce and is a Graduate of Leadership Oakland.

John Friday is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2025. He has also been associated with DFCU Financial Credit Union and CUSO Financial Services, L.P. since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Scaramucci is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Mercer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Bageris is a financial advisor with Raymond James & Associates in Northville, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1994. Outside of his advisory work, he is a partner and business owner of Lucky Dog Luxury Daycare & Boarding. 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 municipalities, offering financial planning and investment consulting with a range of portfolio management styles and proprietary research.

Kelly Hart is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of his advisory role, Hart is involved in animal photography and breeds one litter of puppies annually. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Danny Lis is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Lis previously operated LMR Advisors, LLC, an investment and retirement planning business, from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with customizable investment solutions across multiple program structures.

Clifton Pope II serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their individual financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. Clifton provides guidance across areas such as general investing, retirement planning, and unexpected expenses, while also connecting clients with Bank of America specialists for services like banking, credit, home financing, and small business solutions. With a focus on personalized service, Clifton helps clients manage competing financial demands by defining goals and designing portfolio strategies to meet them. He offers ongoing advice and adjusts strategies as clients’ needs evolve. Clifton holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Michigan University. He is affiliated with the Kappa Alpha Psi Fraternity Inc.

Thomas Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He worked at LPL Financial for 12 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Landis serves as president of the Belleville Lakefront Condominium Association, where he leads board meetings and manages communications with residents and vendors. 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 financial planning services, including specialized areas such as business-owner transition and special-needs planning, leveraging Wells Fargo’s research and tools to develop tailored client recommendations.

Nicholas Beilfuss is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC for four years. Outside of his advisory role, he recently wrote a children's book that he plans to publish. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Stacy Paulino is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials with 14 years of industry experience. She has worked at Wells Fargo Clearing since 2015, with a brief tenure at LPL Financial from 2021 to 2022. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Brent Hemker is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, INC. for 14 years. Hemker is a principal at Midwest Pension Actuaries, Inc., where he focuses on pension administration and consulting, and volunteers on the investment committee of MyMichigan Health, a nonprofit medical system. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Sean Whalen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to his financial industry career, he was employed at Cottage Inn Taverna for two years. 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 assembling investment options.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.

Daniel Manwiller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at KLA Corporation for six years and has held positions at the University of Michigan and Nelson Floor Covering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jay Murray is a financial advisor with Ameriprise in Lake Orion, MI, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured program that integrates algorithmic automation and oversight to provide customized retirement recommendations.

Nicole Domitrovich is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2013. Domitrovich serves as a board member and chair for the Howell Area Chamber of Commerce and its foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, while offering a broad range of investment and advisory solutions.

Daniel Schloff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including prior roles at JPMorgan Chase Bank, N.A. from 2007 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.