Russell Price is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

Michael Husak II is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Outside of his advisory role, he serves as treasurer for a 501(c)(3) charity supporting medical costs for feral cats. 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 range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Mark Sutherland is a CFP® professional with 43 years of industry experience, currently serving as an advisor at LPL Financial since 2017. He previously worked at Ameriprise Financial Services, Inc. and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Tyler Childs is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2017 and previously was associated with Northern Lights Distributors, LLC and Copeland Capital Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, fee-based financial planning, discretionary portfolio management, and access to capital markets services.

Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nina Jackson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including BoxxBaby, a subscription-based platform for infant and toddler clothing, and ProperGirl, a digital lifestyle guide for women. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Sean Cooney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. 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 financial planning, investment consulting, and institutional fiduciary services.

Angela Linder is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a proud member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. Angela and her team serve a select group of families, retirees, corporate executives, and business owners across the country, focusing on simplifying and clarifying their financial affairs through a team approach and educational support. With over 16 years of experience in the financial services industry since joining Merrill in 2007, Angela specializes in assisting multi-generational, high net worth families and business owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and sports and entertainment. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 from the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. She earned an Associate's degree in Business from Henry Ford College. Angela is active in her community, volunteering with organizations such as the Dearborn Rotary Club and In Place of War, a global organization that fosters positive change through creativity in conflict-impacted areas. She is also involved with the Downriver Community Band, Tec-Troit Electronic Music Festival, and is affiliated with professional organizations including In Place of War USA and Tec-Troit.

Robert Grabiel is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has 13 years of industry experience, having worked with Mass Mutual Investors Services and Lau & Lau Associates since 2012. Mass Mutual 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative, annual engagements.

Eugene Valentine is a Senior Financial Advisor with Merrill Lynch Wealth Management who has been serving clients since 1985. Based in the Dearborn, Michigan office, he assists individuals, corporate executives, endowments, foundations, and non-profits with strategies related to investment management, tax minimization, retirement income, and philanthropic planning. His approach emphasizes aligning financial planning with clients’ personal goals, including education funding, retirement lifestyle security, and long-term family objectives. Gene holds both a bachelor's and a master's degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. Throughout his 38-year career, he has focused on simplifying complex investment concepts to help clients effectively manage their wealth. Outside of his professional role, Gene is active in charitable work, including seven years of involvement with the Ovarian Cancer Research Fund. He resides in Bloomfield Village, Michigan, and is a father of four children. His personal interests include cooking, music, and traveling.

Devin Muylle is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and five years of industry experience. He has held roles at several companies including Great Lakes Wine & Spirits and Rustic Chic Boutique in addition to his financial services work. His business activities include sales of investment-related products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Nick Nabors is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with clients to help them make financial decisions based on their priorities through a comprehensive financial planning approach that addresses long-term goals and identifies potential pitfalls. Nick has been with Fidelity Investments since 2018, serving in various positions including Wealth Planner, Financial Consultant, Investment Consultant, and Financial Representative. Prior to that, he was a Financial Advisor at Thrivent Financial from 2009 to 2017 and briefly held a position as an Internal Wholesaler at Raymond James in 2018. He holds a California Insurance License. Outside of his professional career, Nick's personal interests include family activities, fitness, golf, reading, running, and soccer.

Tyler Belanger is a financial advisor at Ameriprise in West Bloomfield, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Royal Alliance and Cerity Partners, as well as entrepreneurial activities with Makeshift LLC and Squeaky Shine Car Wash. He also has a background working with Michigan State University. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored recommendations primarily for assets managed within Ameriprise.

John M Schindler is a financial advisor with Raymond James & Associates based in Birmingham, MI. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes a decade at UBS Financial Services Inc. and several years at Raymond James & Associates. 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

Sarah Markeson is a Series 66 licensed advisor at J.P. Morgan Securities with three years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., Ganz Group Inc, and Restaurant Growth Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks where applicable.

Allen Olender is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at Prudential Equity Group, LLC. Olender serves as a trustee for multiple family and personal trusts, dedicating time to managing these fiduciary responsibilities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

James Bochenek is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to that, he worked for over three decades at Scripter and Associates, Inc. In addition to his advisory work, he is a commissioned notary public serving clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark O'Donnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. Since joining Merrill in 2000, he has concentrated on developing long-term relationships and assisting clients with various aspects of their financial lives. Mark provides a broad array of services, including portfolio development, 529 college investing plans, home mortgages, home equity lines of credit, securities-based loans, commercial loans, retirement plans, tax minimization strategies, and asset preservation with an emphasis on annuities to help secure retirement income. In his role as a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from Merrill model portfolios and third-party investment options. Mark holds a bachelor's degree in General Studies from the University of Michigan at Ann Arbor and an MBA with a concentration in finance from Wayne State University in Detroit. He has earned the Chartered Retirement Planning Counselor (CRPC) designation and holds Merrill’s internal titles of Wealth Management Advisor and Senior Portfolio Advisor. His professional credentials include Series 7 and 66 FINRA registrations, life insurance licensing, and mortgage loan originator licensing (NMLS ID 535537). Residing in Birmingham, Michigan, Mark lives with his wife Barbara and their sons, Connor and Liam. He participates in community activities such as volunteering and is involved with organizations including the Pierce Elementary PTA in Birmingham and local initiatives like the Boy Scouts and baseball.

Daniel Milnamow is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he works as a paraplanner for Furlotte Consulting Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.