Bradley Thomas is a financial advisor with OSAIC based in Bloomfield Hills, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including long tenures at Thomas Financial Company LLC and FSC Securities Corporation. Thomas is also involved in life insurance and retirement planning through his role as a partner at Thomas Financial Company LLC and ownership of related LLCs. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to construct portfolios across a range of investment types.

Douglas Johnson is a financial advisor at Merrill with 15 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Merrill in 2017. Outside of his advisory role, he serves in the U.S. Naval Reserves, participating in monthly mobilization training and annual exercises. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s tools.

Ali Mchawrab is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and CVS Health. Outside of his advisory role, he works as a pharmacist verifying medication therapy and consulting with patients. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brent Bosart is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He has been with RBC Capital Markets since 2021, including a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party investment managers.

Timothy A. Shelton is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Daniel Bulgozdy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 applying an ESG eligibility framework in its recommendations.

Brian Lamb is a financial advisor with Raymond James & Associates in Beverly Hills, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients, with a notable emphasis on public finance and municipal work.

Mark Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Drawing on the investment insights of Merrill and the banking and lending solutions provided by Bank of America, he aims to support clients in pursuing their long-term financial objectives through comprehensive wealth management. Mark holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Michigan. In addition to his advisory role, he actively participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

Andrew Mussen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. His current activities focus entirely on his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with access to research from LPL Research and third-party subadvisors.

Donald Vliet is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions, delivering personalized, research-driven recommendation reports through a centralized consulting team.

Yvonne Cole is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Based in Farmington Hills, MI, her career is focused within Morgan Stanley’s wealth management division. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Christopher Johnson is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Mahadee Chowdhury is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence supported by an ESG eligibility framework. The firm offers customized solutions on a non-discretionary basis, combining extensive product access with a structured internal review process.

Paul Benson III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, including services tailored to municipal clients and public finance.

Antonino Aluia is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that help pursue their long-term goals. Antonino focuses on areas including Family Wealth Management Strategies, Institutional and Corporate Benefit Services, Legacy Planning, Managing New Wealth, Personal Retirement Planning, and Retirement Income. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. Antonino is also affiliated with the Sigma Nu Fraternity. Based in Shelby Township, Michigan, Antonino lives with his wife Katie and their three children. Outside of work, he enjoys spending time with family and friends, golfing, cooking, participating in sports such as football, boxing, soccer, running, and adventure sports, as well as traveling. He is engaged in community activities, reflecting the Merrill tradition of involvement in the communities served.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and Sigma Financial Corporation. In addition to his advisory work, he manages a family farm that has been in his mother's family since 1920. OSAIC serves a diverse client base, including retail and institutional investors, and offers a range of integrated brokerage, advisory, and financial planning services through a large network of affiliated advisers and multiple investment platforms.

Patrick Buschmohle Jr is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. He serves on the finance committee of De La Salle Collegiate School in Warren, MI, providing oversight on finances and capital campaigns. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.