Logan Guthrie is a Financial Advisor with Merrill Lynch Wealth Management. He works with accomplished professionals, business owners, and families to navigate complexities related to significant wealth, focusing on areas such as wealth preservation, growth, retirement, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned a Bachelor's Degree from Central Michigan University and completed his high school education at Alpena High School. Outside of his professional role, Logan enjoys spending his free time fishing, golfing, and hunting, often in various locations throughout Michigan.

Benjamin Hudson is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with Equitable Advisors since 1999, including prior service with Axa Advisors. He is also the sole proprietor of Benjamin P. Hudson & Associates, a business operated on a very limited, uncompensated basis. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to tailor investment solutions.

Nathan Grobbel is an advisor with Merrill based in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His recent work history includes roles at Merrill Lynch and Bank of America. Outside of advising, he has been involved with the Oakland Hills Country Club for several years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Asha Patel is a financial advisor with LPL Financial based in White Lake, MI, holding a Series 66 designation and five years of industry experience. Her career includes roles at Cetera and Genisys Credit Union, where she has worked in various capacities over the past decade. 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 portfolio management solutions, utilizing both proprietary and third-party strategies.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and various financial planning services.

Joseph Buscarino is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual and has also been associated with Tirami Su. In addition to his advisory role, Buscarino is involved in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Ronald Rostker is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. He also maintains an insurance servicing and sales role focused on variable annuity service and life insurance trails. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jeffrey Thompson is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

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.

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.

Michael Hass is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 22 years at Woodbury Financial Services. Hass also presents Social Security workshops at local community centers. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

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.

Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

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.

Nicholas Godlesky is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Raymond James and its affiliated entities since 2016. Outside of his advisory role, he serves as president of Glennon Financial Services, a support company he has led since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its recommendations through various advisory programs and partnerships.

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.