Mark Segel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 1982 and has worked at MassMutual Life Insurance Co since 1981. Segel is also involved in life and health insurance sales and works as a fee-based insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved analytical tools and structures engagements as ongoing annual collaborations.

Gayle Good is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining LPL Financial, Gayle worked at the Medical Office of John Vassallo MD for twelve years. Gayle has also had periods of unemployment between roles but has maintained continuous involvement in financial advising since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support strategic and tactical investment approaches.

Anthony Simor is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Signator Investors, Inc. for 23 years before joining OSAIC in 2018. In addition to his advisory role, he is involved with Michigan Financial Companies as an agent engaged in the sales and marketing of fixed annuities, non-variable insurance, securities, and investment advisory products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Lana Albawwab is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 credentials and has worked at JPMorgan Chase Bank and DoorDash. 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.

Adrenee Asadoorian is a Series 66-licensed financial advisor with eight years of industry experience. She has been with Merrill since 2014 and previously worked at Bank of America, N.A. She is based in Farmington Hills, MI. 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 offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Dianne George is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 designations and having 40 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen Hartwig is a financial advisor with Ameriprise in Grosse Ile, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2017, including its predecessor entity, and previously spent seven years with AXA Advisors. Hartwig operates a separate business for tracking business expenses. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to generate personalized retirement recommendations.

Anthony Fiore is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2012. In addition to his advisory role, Fiore is involved in the sale of individual and group life and health insurance through Business Benefits Resource LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software to analyze goals and deliver written recommendations.

Amy Siu is a financial advisor with Primerica Advisors in Farmington Hills, MI, holding Series 65 and Series 63 credentials and 10 years of industry experience. Her prior work includes a position at CliftonLarsonAllen LLP. Outside of her advisory role, she works as an independent contractor for an HOA Professional Group and is involved in the sale of home-related services through affiliated companies of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers advisory services primarily through model-delivery strategies managed by third-party asset managers.

Daniel Yuhn is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 66 designations and possessing 39 years of industry experience. He has been with LPL Financial since 1997. 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 advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Gary Wales is a financial advisor with Osaic Wealth, Inc. He holds the CFP® designation, Series 63, and Series 65 licenses, and has 43 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. since 2009. He is also president of Spectrum Financial Services, Inc., a tax preparation and advising firm. Osaic Wealth, Inc. serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to support a variety of investment strategies.

Joseph Baran III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Raymond James & Associates since 2011. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Robert Rosin is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked with Bank of America and Merrill Lynch since 2009. 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 with model-based and discretionary investment strategies supported by internal and third-party managers.

Sarah Jelinek is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mya Kilgore is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation and over three years of experience at Merrill. Her prior experience includes roles at FCA Fiat Chrysler, Trinity Health, Credit Acceptance, and Staffing Health Paycor. She is also affiliated with Strayer University since 2020. 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 a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Elizabeth Vanhecke is a Certified Financial Planner (CFP®) with 25 years of industry experience. She has been with Morgan Stanley since 2009 in their Farmington Hills, MI office. Outside of her advisory role, she serves as a board member for Notre Dame Preparatory School in Pontiac, Michigan. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that include firm‑approved tools and modeling techniques.

Eric Messner is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Cambridge Investment Research Advisors for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Austin Accettura is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing two years of industry experience. He has been associated with LPL Financial since 2023 and also maintains a role as a law clerk at Accettura & Hurwitz. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Joseph Anastasio is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisors.

Danielle Workman is a Series 66-licensed financial advisor at OSAIC with 12 years of industry experience. She has worked previously at Lincoln Financial Advisors, Fifth Third Bank, and Morgan Stanley. Workman serves as a board member for the German Professional Women's Association, where she is involved in planning events and managing memberships. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage, advisory, retirement plan consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.