Brian Hanley is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Larry Glanz is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm location. Outside of advising, he organizes a monthly educational meeting for small practitioner CPAs to earn continuing education credits. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Totonchi is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career since 1997. He provides comprehensive wealth and portfolio management services tailored to high-net-worth individuals, corporations, and endowments. Daniel develops customized strategies that reflect clients' needs, objectives, and risk tolerances, aiming to help them achieve their long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified Portfolio Manager, he manages personalized and defined strategies on a discretionary basis. Daniel's expertise encompasses a broad range of client focus areas such as college education planning, family wealth management, services for endowments and foundations, and both defined benefit and defined contribution plan consulting. He is recognized for a comprehensive outcome-based wealth management approach that addresses clients’ personal priorities across health, family, home, work, giving, leisure, and finances. Daniel has been named to the Forbes “Best-in-State Wealth Advisors” list consistently from 2018 through 2025 and to the Forbes “Best-in-State Wealth Management Teams” list as part of the Tyranski, Totonchi, and Girdler Group from 2023 to 2025. Daniel holds a bachelor's degree from Central Michigan University. Outside of work, he resides in Bloomfield Hills, Michigan, with his wife Amy and their sons, Brian and Jack. He enjoys spending time with family and friends and engages in activities such as golfing, boating, snowmobiling, hunting, and shooting sporting clays. He volunteers as a board member for the Great Lakes Boat Building School and the Les Cheneaux Islands Association.

Minting Huang is a Financial Advisor specializing in comprehensive wealth management solutions tailored to individual client needs. Working within Merrill Lynch Wealth Management, Minting supports clients in areas such as family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Minting assists clients in building personal financial strategies that reflect their values and long-term goals, planning for retirement or exit strategies, and introducing unique financial opportunities and strategies. Minting holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minting earned a Bachelor's Degree from Beijing Institute of Technology and a Master of Business Administration (MBA) from the California State University System. Proficient in English, Chinese, and Mandarin, Minting is also involved with the Better Money Habits® community program.

Harold Rotary is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His career includes roles at Flagstar Bank, Infinex Investments, Regal Investment Advisors, Regulus Advisors, and New Light Financial Group. Outside of his advisory work, he owns a website, Darb55.com, and is active as an artist and musician with Yazoo Brothers. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by research and model portfolios.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2021, she spent twelve years working at Ramko Distributing. 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 an ESG eligibility framework. The firm’s offerings focus on non-discretionary advisory services delivered through its Institutional Consulting Services program.

Andrew Upleger is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with LPL Financial since 2019 and also operates Advantage Tax & Financial Services, providing tax preparation and accounting services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Shelby Budzeak is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Shelby held roles at Thrivent Financial and Thrivent Investment Management. 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, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Thaddeus Crass is a financial advisor at Merrill with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2015 to 2024. 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.

Patricia Keller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lynn Habrowski is a financial advisor with LPL Financial, holding a Series 66 credential and over 22 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she owns and operates Diesel Dealers LLC, a diesel mechanic shop in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Marie Everitt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is an independent insurance agent for various companies through Strategic Pathways LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies, with implementation options tailored to client needs across multiple custody platforms.

Nicole Gatto is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2017, with prior experience at PNC Bank and PNC Investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jon Randall is a financial advisor at Stifel with 20 years of industry experience. He has held positions at Stifel since 2017 and previously worked at Morgan Stanley Private Bank. Randall serves on the development committee of Detroit Cristo Rey School and participates in fundraising and advisory roles for several community organizations, including the Detroit Athletic Club and the Al Fracassa Legacy Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and modeling from its Investment Strategy Group.

Mark Davis is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for 10 years. In addition to his advisory role, Davis assists a small number of clients with tax preparation and manages businesses that place traditional life insurance contracts and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisers and multiple advisory platforms. The firm offers integrated financial services and uses a range of asset-allocation tools and third-party solutions to construct and manage portfolios across various investment types.

Amy Elmore is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and one year of industry experience. She previously worked at Liberty Title and Title Connect, LLC, and serves as the varsity softball coach at Shrine Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving a range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and supervisory services.

Hunter Macwilliams is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015 and has also worked at Meridian Health Plan since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services supported by a broad adviser network and diverse portfolio management options.

Laura Hollinshead is a financial advisor at OSAIC with eight years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 19 years. Outside of advising, she is a notary public in Southfield, Michigan. 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, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Mark Corbin is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2015. 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, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.