Dominic Fazzolari is a financial advisor at Ameriprise with 11 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of advising, he serves on the board of directors for Excel Networking. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sehra Elyas is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. She has worked previously at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers both discretionary and non-discretionary advisory services.

Morgan Wolfe is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Delmastro is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Delmastro is involved in volunteer firefighting in Troy and organizes social events for young professionals through a local networking group. He also performs piano at public events as a small business owner. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement planning, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by an internal committee.

John Stillwagon is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2010. 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 employs structured planning tools to support its financial planning services.

Peter Millar III is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at NYLIFE Securities Inc, New York Life Insurance Company, and Tarr Financial. Outside of advising, he has long-term experience in the food retail sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.

David Patton is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and has held roles at Home Depot and Sur La Table. Outside of his advisory work, he owns and operates businesses involved in real estate financing and home remodeling. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

Christopher Andoni is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at Comer & Cross Concrete Coatings, Z Modular/Zekelman Industries, and various other companies. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Cech Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various capacities including providing certified public accounting services through his sole proprietorship. His career includes roles at FSC Securities Corporation and his own CPA practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and uses tools such as asset-allocation models and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Daniel Girdler is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has over 40 years of experience managing client portfolios and is a senior partner in the TTGBE Group. Mr. Girdler provides clients with personalized strategies that incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, as well as Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. He graduated from the University of Michigan School of Business in 1982 with a concentration in accounting and was previously a CPA with Plante Moran in Southfield, Michigan prior to joining Merrill Lynch. A lifelong Metro Detroit resident, Mr. Girdler lives in Birmingham with his wife, Julia. He is an active member of the Detroit Athletic Club and Bloomfield Hills Country Club. Additionally, he is involved in the Kirk Gibson Foundation for Parkinson's and RacquetUp Detroit. His client focus areas include individual and corporate investment strategy, tax minimization, and retirement income.

Christine Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Abraham Post Sr. is a Wealth Management Advisor and Managing Director at Post & Associates with Merrill Lynch Wealth Management. He began his financial services career at Merrill in 1992 and has since accumulated over 30 years of experience. Abe specializes in investment planning and offers strategies to individuals, families, and businesses, including guidance on company-sponsored retirement plans. His areas of expertise include divorce transition planning, family wealth management strategies, legacy and personal retirement planning, portfolio management services, and both individual and corporate investment strategies. He holds a Bachelor's degree in Finance with an emphasis on Market and Investment Analysis from Wayne State University in Detroit. Abe has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, Abe is a member of St. Nicholas Greek Orthodox Church and serves as treasurer on the Harbor View Ridge Board in Bay Harbor, Michigan. Residing in Troy, Michigan, Abe lives with his wife, Tracy, their two children, Katarina and Nik, and their dog, Zoe. Outside of his professional work, he enjoys boating, cooking, golfing, running, traveling, and spending time with his family.

Hunter Chappell is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Michigan Flint and Action Water Sports. Ameriprise serves individuals approaching or in retirement, primarily those with substantial investable assets, by providing retirement-income planning through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

Kevin McCarthy is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory services, he serves as president of the Long Lake Pines Association, overseeing budgeting, contractual obligations, and board activities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual, corporate, and charitable investors.

Michael Ringler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of experience in the financial services industry, including long-term roles at Avantax and his own firm, Ringler & Co., PC. He is also the owner of Ringler Wealth, LLC, through which he provides financial services and insurance brokerage, specializing in life, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Jason Baird is a financial advisor with OSAIC based in Washington, Michigan, holding Series 63 and Series 65 certifications and bringing 18 years of industry experience. He has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Outside of advisory work, he serves as a non-voting board member for Verlinde Insurance Agency. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Daniel Fisher is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. His career includes roles at Raymond James Financial Services, Royal Alliance Associates, and Michigan Financial Companies. Outside of advising, he owns a small gutter cleaning business serving residential neighborhoods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

John Rochow is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a partner on the Locniskar Pursel Biddinger Nienberg Rochow Group. He has over 15 years of experience advising ultra-high net worth clients across the United States, specializing in assisting individuals and families experiencing significant liquidity events or money in motion. His work includes advising founders and C-suite executives preparing for business sales or IPOs, athletes and entertainers signing large contracts, professionals and entrepreneurs seeking wealth growth, and family members reallocating funds due to retirement, divorce, or inheritance. John provides financial services and strategies that address the complexities of substantial wealth, focusing on investment consulting, wealth management, concentrated stock strategies, and investment banking services. He also offers access to philanthropic, trust, and estate planning services through Bank of America. John holds several certifications, including Certified Private Wealth Advisor® (CPWA®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®), and Certified Plan Fiduciary Advisor® (CPFA®). He earned his bachelor's degree from the Stephen M. Ross School of Business at the University of Michigan. Beyond his professional work, John is involved in various community organizations and has served on the boards of the Birmingham Detroit Country Day School Alumni Club, the Detroit Institute of Arts Founders Junior Council, and the Stephen M. Ross School of Business Alumni Club of Southeast Michigan. He is a member of several golf clubs, including Concession Golf Club in Florida and Detroit Athletic Club in Michigan. John enjoys boating, golfing, and skiing in his personal time.

Aiden Krause is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Co, Krause worked for three years at Detroit Manufacturing Systems. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.