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 based in Troy, MI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Thomas has worked at Royal Alliance Associates, Inc. and operates Thomas Financial Group. He is also involved in life, accident, and health insurance and fixed annuity business activities, and participates in a private securities transaction with AdvisorShare. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various investment strategies and custodial arrangements.

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 with Morgan Stanley in Birmingham, Michigan, holding Series 63, 65, and 66 licenses and possessing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, J.P. Morgan Securities, and Banc One Securities Corporation. He serves on the board of Trinity Health Oakland and is a passive investor in an art and culture-related venture, Crypto Ceramics, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and research from its Global Investment Committee.

Scott Mazius is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Allied Advisory Services and FSC Securities Corporation. Outside of his advisory role, he is involved in tax preparation and estate planning through his consulting business, serves as a board trustee for a homeowners association, and is a member of the finance committee for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a variety of investment strategies through a nationwide network of over 10,000 advisors.

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.

Seyi Olabanji is a financial advisor at J.P. Morgan Securities based in Birmingham, MI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions with JPMorgan Chase Bank, N.A., Plante & Moran Financial Advisors, LLC, and Michigan State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Tami Vongerichten is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2000 and also has worked at Bank of America since 2014. Outside of her advisory role, she serves as power of attorney for her parents. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dante Cerroni is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has over 25 years of experience in wealth management, focusing on managing investments, retirement planning, and estate planning strategies. His approach emphasizes thoughtfully implemented and regularly reviewed strategies for individuals, families, and corporations. Dante and his team provide a range of wealth management services including investment planning, retirement planning, risk management, estate planning, and assistance with financing needs and corporate retirement plans for small to mid-sized businesses. Dante holds a Bachelor's Degree from the University of Michigan and several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His practice centers on helping clients achieve a comfortable quality of life during retirement and creating financial security for their loved ones. Beyond his professional role, Dante actively participates in his community. He serves on the Board of Directors of the Catholic Central Alumni Association and is a trustee of the Catholic Central Endowment. He also serves on the finance committees of both the Italian American Club of Livonia and Catholic Charities of Southeast Michigan. A lifelong resident of the Detroit area, Dante lives in Bloomfield Hills with his wife and four children. He remains active through golfing, skiing, tennis, and coaching his children's soccer and softball teams. In his free time, he enjoys cooking and sharing wine with family and friends.

Griffin Nienberg is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Locniskar Pursel Biddinger Nienberg Rochow Group. He has more than a decade of experience focusing on wealth and investment management for affluent individuals, family offices, and institutions with complex needs. Griffin and his team provide a boutique level of service with global investing resources, working closely with business owners, corporate executives, philanthropists, and charitable foundations. He earned a bachelor's degree in management, with a minor in finance, from Purdue University West Lafayette, where he served as captain of the tennis team during his senior year. Griffin holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Griffin has been recognized by Forbes in its list of "Best-in-State Wealth Advisors" from 2022 through 2026 and as a "Best-in-State Next-Generation Wealth Advisor" from 2022 through 2025. He resides in Birmingham, Michigan, with his wife Jenny and their three children. His personal interests include golfing, tennis, and spending time with his family.

Nikolas Highducheck is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in retail and education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated accounts.

Michael Yee is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Ameriprise since 2009, serving in various capacities over more than a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, delivering written recommendation reports and ongoing advice related to income sources, withdrawal strategies, and Social Security options.

Mark Foster is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, RBC Capital Markets, and Ferris, Baker Watts. He has been with Morgan Stanley since 2016 in various capacities, including the Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, brokerage, and access to private funds and principal trading activities.

John Ivkov is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Harman Corporation and experience as a full-time student at Michigan State University. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets through structured planning tools and a broad range of investment services.

Earl Bosart is a CFP® professional with 34 years of industry experience, currently serving at RBC Capital Markets. His prior work includes roles at City National Bank, Wells Fargo Clearing, and KeyBanc Capital Markets Inc. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, MI. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies using both in-house and third-party managers, complemented by extensive capital-markets and asset management capabilities.

Amy Birdsong is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Merrill from 2016 to 2024 before joining Morgan Stanley. Outside of her advisory role, she operates Amy Desiree Coaching, a consulting and community-focused business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Russom is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC, Bank of America, and TCF Bank. Outside of his advisory work, he acts as a real estate agent and independent contractor for grocery delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Tyler Schram is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at PNC Investments LLC and JPMorgan Chase Bank, N.A. He also acts as a servicing advisor for Osborneklein clients through an affiliated LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized retirement income service that emphasizes dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.