Jordan Hessling is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank and Bank of America, N.A. before joining Merrill. 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 individuals, high-net-worth clients, and institutional investors.

Gerald Milliken is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at JPMorgan Chase Bank, N.A. for nineteen years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative screening and qualitative research to deliver non-discretionary, customized asset allocation advice and investment manager searches.

Matthew Zandi is a financial advisor with Raymond James & Associates, holding Series 63 and 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a director at Hunt Club, a farming-related business in Pontiac, Michigan, where he advises on operational and capital improvement matters. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Tyler Prisby is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial career, he was affiliated with Lutheran High Northwest and Oakland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics, including retirement and estate planning, with an option to combine planning with managed-account services under a consolidated billing program.

William Powers Jr. is a financial advisor with LPL Financial in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including ten years at Cetera Advisors LLC and over 40 years with Powers Financial Resources LLC. He serves on the board of Hedgehog Health, a for-profit organization in Royal Oak, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers comprehensive financial planning, model portfolio programs, third-party asset management, and institutional platforms with various investment strategies and operational support tools.

Jake Spaccarotelli is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. He has been associated with various Raymond James entities since 2014. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

V Adams is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, V Adams collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging investment insights from Merrill and banking solutions from Bank of America, V Adams focuses on creating flexible wealth management plans responsive to evolving market conditions. V Adams holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Their educational background includes a High School Diploma from Fordson. Committed to community involvement, V Adams follows the Merrill tradition of serving local organizations through volunteer work.

Timothy Flint Jr. is a financial advisor with Equitable Advisors in Troy, MI, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Aside from his advisory role, he is a partner at Mosaic Capital Group, LLC, and serves on the board of Closer to the Originals LLC Dunham Hills Golf Course. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes both proprietary and third-party investment programs and offers ERISA fiduciary services through credentialed advisors.

Scott Allen is a Series 66-licensed financial advisor with Edward Jones in Washington Township, MI, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as president of the Romeo Area Chamber of Commerce and owns a farm in Washington, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Everett Latos is a Financial Advisor at Merrill Lynch Wealth Management, where he has been contributing since 2020. In his role, he employs a goals-based planning methodology to assist clients in achieving their financial objectives. Everett focuses on areas such as retirement planning, investment management, fiduciary services, and wealth management strategies, including family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. With expertise in asset allocation and adapting financial strategies as they evolve, Everett leverages the resources of Merrill to create customized financial plans tailored to his clients' goals. He holds a business degree from Hope College in Holland, Michigan, and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his free time, he enjoys outdoor activities such as hiking, running, and skiing.

Frank Cooney is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on implementing tax-efficient wealth strategies aimed at multigenerational wealth preservation. Frank works closely with clients to help them manage family wealth, navigate new wealth scenarios, and achieve tax minimization. With a disciplined and personalized approach, Frank assists clients in making complex financial decisions to protect, grow, and transfer wealth effectively. He holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Eastern Michigan University. Outside of his professional role, Frank enjoys antiquing, fishing, hiking, reading, and spending time with his family.

David Brazen is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through his own business and serves as treasurer on the board of directors for a homeowners association. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anne Macintyre is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. She has been with LPL Financial since 2006, following three years at Merrill. Outside of her advisory work, she refers legal cases to local attorneys in accordance with state law. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Richard Shaheen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. His prior experience includes roles at Sigma Planning Corporation and Sigma Financial Corporation, as well as operating Rick Shaheen & Associates since 1992. Outside of advising, he serves as president of the Metropolitan Detroit Chorale and is active in local business networking groups. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Adrian Paich is a financial advisor with LPL Financial in Clinton Twp, MI, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He previously worked at Spc, Sigma Financial Corporation, and Masen, Frantz & Associates. 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 portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Matthew Wagner is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked at Comerica Securities for 19 years and Ameriprise for 3 years. Wagner is involved with Financial Oxygen, a cash management platform serving corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Edward Lambert is a CFP® with 45 years of experience in the financial industry. He has been with LPL Financial since 1994 and is also associated with the Financial Services Group of Michigan, Inc. since 1984. His background includes extensive work with various insurance companies over the past 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Enders is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of industry experience. She is currently affiliated with Cetera and has held various roles within the Cetera network and Summit Financial Group since 2015. Beyond her advisory work, she is involved in motivational speaking and sales training. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide independent advisor network and operates a multi-manager platform with various program options and affiliations.

Steven Kallabat is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and its affiliates since 2015 and previously operated under his own name from 2012 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates ESG criteria in its recommendations.

James Mcgill II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving in this role since 1993, providing guidance and strategies to clients in various areas of financial planning. His expertise includes corporate executive services, education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is a Managing Director and holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). James earned a Bachelor of Business Administration degree from the University of Massachusetts at Amherst. Outside of his professional responsibilities, he is involved with the Boy Scouts and enjoys biking, boating, golfing, scuba diving, skiing, and spending time with his family.