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 at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research, including ESG considerations.

Brian Lamb is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the Series 66 designation and has 25 years of industry experience, including 11 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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 licenses and previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of investment programs and platforms supported by extensive operational tools and serves over 22,800 advisors nationwide.

Donald Vliet is a CFP®-certified financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its related entities since 2005, totaling 21 years in the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

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 with J.P. Morgan Securities in West Bloomfield, MI, holding Series 63 and Series 66 credentials and seven years of industry experience. Chowdhury has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Paul Benson III is a financial advisor with Raymond James & Associates in Plymouth, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberly Scott is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Antonino Aluia serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach involves comprehensive planning and portfolio management, leveraging industry resources to help clients navigate complex financial landscapes. Antonino's expertise encompasses family wealth management, institutional and corporate benefit services, legacy planning, managing new wealth, and retirement planning. He emphasizes building trusting relationships and simplifying financial complexities to reduce client stress and support informed decision-making. He holds a Bachelor's Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Antonino is affiliated with the Sigma Nu Fraternity. Residing in Shelby Township, Michigan, he enjoys spending time with his wife Katie and their three children. His personal interests include golfing, cooking, various sports, and traveling.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Sigma Financial Corporation. Outside of his advisory work, he manages a family farm that has been owned since 1920. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by advanced asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

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.

Michael Livernois is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Merrill since 1992, concurrently working with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Diana Freeburg is a CFP®-credentialed financial advisor with 32 years of industry experience, currently practicing at UBS Financial Services since 2013. She holds Series 63 and Series 66 licenses and is based in Farmington Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client strategies.

Julie Dewolf is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ryan Hoff is a financial advisor with Cetera in Plymouth, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes six years at PNC Investments and several years with Cetera Wealth Services. He is also affiliated with Horizon Advisors, where he provides financial services, and has experience in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment strategies through discretionary and non-discretionary programs and serves over 800,000 clients across more than 10,000 advisors.

Michael Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and is a personal representative of his ex-wife’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kyle Tousain is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at MetLife Securities Inc. from 2015 to 2017. Tousain has been with Mass Mutual organizations since 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and providing recommendations without investment discretion.