Connor Kin is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance since 2021. His prior experience includes roles at DoorDash, Northwestern Mutual, and Northwood University. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools, risk-tolerance questionnaires, and access to various investment products, managing accounts on discretionary or non-discretionary bases.

Donald Andrysiak is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and the Series 63 license. He has worked with Cetera Advisors LLC since 2013 and owns Economic Financial Services LLC, a financial services firm established in 1999. Outside of advisory work, he is also an agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Ian Mc Guire is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized strategies that address their short-, mid-, and long-term financial goals. He provides guidance on various aspects of investing, retirement planning, and saving for unexpected events, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ian's areas of expertise include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Olivet Nazarene University. Outside of his professional work, Ian is involved in the Northline Church community. His personal interests include billiards, bowling, chess, music, painting, reading, spending time with his family, and swimming.

Corey Wacker is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is the owner of CW Wealth and serves as a high school sports official. He is also a minority owner of Great Lakes Entry Systems, a shoreline and marine products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Dolapo Bankole is a Series 66-credentialed financial advisor with three years of industry experience. Currently with LPL Financial, Bankole previously worked at Raymond James Financial Services, UBS Financial Services, and The Vanguard Group. Outside of advisory roles, Bankole has experience with editorial services and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, managed portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Nick Valenti is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has been with OSAIC since 2018 and previously worked for Sii for 14 years. Valenti holds leadership roles in multiple financial firms, including serving as President and CEO of Platinum Wealth Solutions of Texas, LLC, and President of Michigan Financial Companies, Inc. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced portfolio construction tools and supports both discretionary and non-discretionary account management across a wide range of investment products.

Joshua Ellis is a financial advisor at Mass Mutual Investors Services with 1 year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at New York Life Insurance Company and MSU Federal Credit Union. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and a range of investment and planning programs.

Steven Schweickart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that manages the finances of individuals, families, and business owners throughout Southeastern Michigan and across the United States. Steven provides personalized wealth management strategies tailored to clients’ unique financial goals and changing market conditions. He helps clients consider factors such as risk tolerance, time horizon, and liquidity needs in developing their financial plans. Steven specializes in family wealth management strategies, personal retirement planning, individual and corporate investment strategy, and retirement income. He and his team build, implement, and review investment strategies, collaborating with specialists when clients require more complex expertise. Steven is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor's degree from Michigan State University. Outside of his professional work, Steven is involved with the Grosse Ile Nature and Land Conservancy. His personal interests include hiking, reading, spending time with his family, playing tennis, and traveling.

Kelly Bambrough Lugar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been affiliated with Cambridge entities since 2004. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, utilizing both proprietary model strategies and access to third-party managers across various custody platforms.

Jeanette Evans is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to Merrill, she worked for Measurement Technologies & Supply, Inc. from 2015 to 2017. 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 a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marco Mejia is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with Affirm and General Motors. Mejia is currently affiliated with several entities within Raymond James Financial and also maintains a connection with R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals and supports a range of advisory programs and institutional consulting services.

James Macbeth IV is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at JPMORGAN Chase Bank, N.A. and PNC Investments. Macbeth operates out of Huntington Woods, MI. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending investment strategies.

Benjamin Hogg is a financial advisor with Edward Jones in Farmington, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in music as a performer, teacher, and promoter through Benny Edwards Enterprises, and he founded The Flamingo Incident, a fundraising committee that produces music concerts to raise money for cancer. Hogg also serves as a board member for the Farmington/Farmington Hills Neighborhood House and participates in several local business and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network as well as affiliated services including trust and securities-based lending.

Jeffrey Saunders is a CFP® professional with 12 years of experience in financial advising. He has operated Saunders Financial LLC since 2013 and has a law practice dating back to 1991. In addition to his advisory work, he maintains an active law practice and is a licensed insurance agent. Saunders Financial LLC serves individual investors, including trusts and estates, providing financial planning and portfolio management with a tailored approach using equities, mutual funds, ETFs, fixed income, and cash alternatives. The firm also utilizes a third-party asset manager for trade execution and offers ongoing monitoring based on client needs and market conditions.

Daniel Dobbins is the principal of Dobbins Capital Management in Taylor, MI, with 14 years of experience in financial advising. He is also an active attorney specializing in estate planning, trusts, and corporate law, and has been an independent insurance agent since 1975. Prior to founding his advisory firm in 2013, he maintained a legal practice and insurance agency. Dobbins Capital Management primarily serves individual clients, trusts, estates, and small retirement plans, focusing on portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control through individualized asset allocation and often works with third-party advisers in a non-discretionary capacity.