Capri Pointer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A., and has held roles outside the financial industry including at Costco Warehouse and the Bureau of Workers Compensation. 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, and institutional investors.

Patrick Mc Fawn is a CFP® with 43 years of industry experience, currently affiliated with Raymond James Financial in Troy, MI. He has been with Raymond James Financial Services, Inc. since 1989 and holds leadership roles at McFawn Financial Holding Company, LLC and McFawn Financial Services Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and client decision authority.

Paul Mcmillin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at Ambassador Advisors, LLC and Hopper-McMillin, where he has been involved since 2009. Outside of securities, he is active as an insurance producer with M & O Marketing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services emphasizing asset allocation, risk assessment, and portfolio management across a broad range of investment types.

Nicholas Shaheen is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, bringing six years of industry experience. His prior work includes four years at Producer Resources, Inc. Outside of financial services, he is involved in music as a musician and has written and released a children's book. He also serves as a board member for the Grosse Pointe Farms City Little League. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, delivering both discretionary and non-discretionary portfolio solutions across multiple platforms.

Ryan Young is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hope College for two years and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Murphy is a financial advisor at Merrill with 11 years of industry experience. He has held positions at Bank of America and Merrill since 2017, and previously worked at PNC Investments and PNC Bank from 2014 to 2017. He holds a Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and related investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nandini Sherry is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Outside of her advisory role, she serves on the Board of Directors for Sunny Days of Youth. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Michael Fleischer is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Christopher Mizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop comprehensive wealth plans that address their expenses, income, objectives, risk, and risk tolerance. He assists in implementing these plans by analyzing market conditions, investments, and related data to create strategies aimed at meeting clients' long-term financial goals. He holds a Bachelor's Degree from Arizona State University and a Master's Degree from the University of Detroit. Christopher has earned the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community service through volunteer efforts with local organizations.

Scott Vermillion is a financial advisor with LPL Financial in Novi, Michigan, holding the Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at DFCU Financial Federal Credit Union since 2002 and was previously with CUSO Financial Services, L.P. Additionally, he is involved in DFCU Financial Partners, a business related to his work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs and combines proprietary research with third-party strategies across discretionary and non-discretionary management.

Rebecca Calabro is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Merrill, and Genisys Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

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.

Melanie Daugherty is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning that incorporates Global Investment Committee estimates and Monte Carlo simulations.

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.