Larry Powers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant 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 to deliver tailored, non-discretionary advice through a centralized consulting team.

John Raetz is a financial advisor at Morgan Stanley in Birmingham, MI, holding Series 65 and Series 66 designations with 21 years of industry experience. His prior work includes seven years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC before joining Morgan Stanley's Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients with a range 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 services both directly and through corporate financial planning agreements.

James Blankenship is a financial advisor with Thrivent Investment Management in Clarkston, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with services delivered on a one-time or ongoing basis and separate from managed-account programs.

Nancy Salvia is a financial advisor with Merrill in Auburn Hills, MI, holding a Series 66 designation and 18 years of industry experience. She has worked with Merrill Lynch and Bank of America since 2007 and 2009, respectively. Outside of advisory work, she serves as the elected Mayor of Rochester, Michigan, a position she assumed in December 2024 after serving as Mayor Pro Tem since 2021. She is also involved in a family-owned vitamin and mineral business operated as Sage Scientific 2 LLC. 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 with both model-based and discretionary investment strategies.

Terrie Strawska is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Dominic Nieto is a Certified Financial Planner® with 38 years of industry experience, currently serving at UBS Financial Services since 2008. He holds a Series 63 license and is based in Farmington Hills, Michigan. Outside of his advisory role, he coaches youth hockey in the Plymouth, Michigan area. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including custody, underwriting, and capital markets activities.

Stephen Gray is a financial advisor at Fidelity with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at ATS Rocky Mountain, Amazon, and several other firms. Outside of finance, he has experience in film-related roles and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and employs systematic portfolio construction with oversight of affiliated and unaffiliated sub-advisers.

Joseph Campbell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2015, focusing on client-driven investment strategies. Joseph co-manages discretionary equity strategies and contributes to investment portfolio construction. His client focus areas include Family Wealth Management Strategies, Portfolio Management Services, and Individual and Corporate Investment Strategy. He holds a Bachelor's degree in Business Administration from Washington and Lee University. Joseph has earned the Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations. Outside of work, his interests include football, soccer, and traveling.

Danielle Mihelich is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Danielle focuses on offering customized financial strategies tailored to her clients' unique needs, addressing areas such as college education planning, divorce transition planning, personal retirement planning, socially responsible investing, and women and wealth. Since beginning her career in the financial services industry in 2018, Danielle has leveraged her expertise to assist individuals and families, including business owners, in building, growing, and protecting their wealth. She emphasizes proactive advice and creative thinking to help clients achieve clarity and structure in their financial lives. Danielle received her bachelor's degree from Western Michigan University. Born and raised in Southeast Michigan, Danielle enjoys hiking, gardening, reading, traveling, and spending time with her family. She volunteers with The Cleanup Club in the Detroit area. Danielle also speaks English and Italian and has an interest in language learning.

William McBride is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he worked at Michigan State University from 2019 to 2023 and at Seaholm High School from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Kristina Lehman is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2006. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Edward Weidman Jr. is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves on the Board of Directors for the Logan Hills Association. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored, point-in-time advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Damon Dyas is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at their Grosse Pointe Park, MI office. Dyas participates in the Michigan State University Wealth Management Committee, providing industry insights and feedback on financial planning education. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karen Karrick is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Merrill since 1997 and joined Bank of America, N.A. in 2025. 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.

Jaime Mccauley is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a guardian for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research and analytics to support investment decisions while offering a range of brokerage and advisory solutions.

Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.

Jeffrey Adams is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Bank of America, Merrill, and Voya Financial Advisors. Adams also has involvement with Michigan State University FCU and the University of Michigan. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Elissa Willis is a Series 66-licensed financial advisor with OSAIC in Bloomfield Hills, Michigan. She has been with OSAIC since 2024 and previously worked at the University of Michigan and Mathnasium. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

John Peters is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Peters serves as a member of the Finance Committee at the Birmingham Country Club, where he participates in managing cash and advising on borrowing strategies. 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 and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Jonathan Lau is a CFP® professional with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is based in Bloomfield Hills, MI, and holds the Series 66 designation. Outside of his advisory work, he owns and operates Lau & Lau Associates, LLC, which provides life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes to deliver written financial recommendations.