David Grieco is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with professionals, business owners, and their families to build, manage, preserve, and transfer wealth based on their unique financial circumstances. He provides a comprehensive range of services including wealth management, investment strategies, and lending through Bank of America, integrating these disciplines to support clients' financial goals. His expertise covers retirement planning, asset preservation, estate strategies, business succession planning, executive compensation, trusts and charitable giving, education savings, multi-generational investment planning, and tax minimization. Grieco serves a select group of clients such as high net worth families, business owners, medical doctors, corporate executives, retirees, and institutions including employee benefit plans, family offices, and foundations. Grieco holds a Bachelor's Degree from Hillsdale College and a Master's Degree from Wayne State University. He is a Personal Investment Advisor (PIA) and actively participates in professional organizations including the Hillsdale College Alumni Board and the Hillsdale College President's Club. Outside of his professional role, he enjoys adventure sports such as travel, cycling, golfing, hunting, and skiing.

Raymond Crue Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

David Sarotte is a financial advisor with Ameriprise in Farmington Hills, MI, holding a Series 66 designation and 17 years of industry experience. He has been associated with Neal, Furlotte & Associates since 2005. Outside of his advisory work, he is involved with Furlotte Consulting Group, LLC, providing administrative support to his financial advisory practice. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Austin Tackmann is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and four years of industry experience. His prior work includes roles at SHI International and TEKsystems, Inc. He is based in Southfield, MI. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Steven Dines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as treasurer for Congregation B'nai Israel and is a board member of the Pointe on Pleasant Lake Homeowners' Association. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support diversification and modern portfolio theory in its investment approach.

Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a Green Committee Member at Meadowbrook Country Club. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Maki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, N.A., J.P. Morgan Private Bank, and First Merchant's Corporation. Outside of finance, he has experience managing a lawn care business and worked at Meadowbrook Country Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Austin Caryl is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential. He has one year of experience in the financial industry, with prior roles at University Bank and in sports and events management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing various portfolio management and advisory solutions tailored to client objectives.

Terri Mclaughlin is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2001 in various capacities. In addition to her advisory role, she is involved in tax preparation services through Ark Tax Service, where she serves as a client liaison. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrea Larkin is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2019, following roles at Merrill and Conway Mackenzie. Merrill, along 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 model-based and discretionary investment strategies.

Gerald Doran is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 66 credentials and having 26 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also an agent with B&D Financial Group, where he engages in life insurance sales and service. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships and offers specialized services such as divorce planning and estate-settlement programs.

Corey Schepper is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. from 2013 to 2020. Outside of his advisory role, he operates Schepper Financial, Inc., a legal entity established to manage his Ameriprise franchise. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with its financial advisors.

Adam Albert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and service in the Michigan House of Representatives. Outside of finance, he has been involved with the Greater Canton Youth Baseball Association. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Joseph Maye is a financial advisor with Robert W. Baird & Co. in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Leslie Lister is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2026, Leslie worked at Ameriprise and Comerica Securities. Outside of financial services, Leslie is a member and co-owner of Carpe Diem BLMC, a real estate venture in Huntington Woods, MI. 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, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Melissa Profitt is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She previously worked at Comerica Securities for over three decades and spent several years at Ameriprise before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management strategies supported by proprietary research and model manager options.

William Fay is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and having 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Waddell & Reed, Inc, as well as involvement with various insurance carriers. He is also a co-owner of Fay-Hilbert Resort, LLC, a family-owned entity established for estate planning and liability purposes. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brian Probst is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James & Associates, where he has worked since 2016. Probst is also the CEO and branch owner of Probst Private Wealth Management, a support company based in Auburn Hills, MI. 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, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using analytical tools and supports clients through various advisory programs, with notable involvement in municipal advisory services and employer SIMPLE IRA consulting.

Renee Hof Lacey is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, serving a combined total of 13 years at the latter two firms. Raymond James & Associates, Inc. is a large 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 non-discretionary financial planning and investment consulting supported by a nationwide adviser network.