Kade Bacon is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at several companies including Great Lakes Paint and Stain and Dooley Oil. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Angelo Calderone is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously worked at United Wholesale Mortgage, Arterra Realty LLC, and MMAC Fraser Inc. outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Robert Farrell III is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell has also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and plan objectives.

Edwin Berg is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management for individuals and families. With 24 years of experience in the financial services industry, he focuses on helping clients create and grow wealth through comprehensive, goals-based financial strategies. Edwin’s approach emphasizes building strong personal relationships to understand his clients’ values and life goals, assisting them in managing new wealth, retirement planning, tax minimization, and portfolio management. Edwin holds a Bachelor's Degree from Michigan State University and is a Personal Investment Advisor (PIA). His expertise includes college education planning, family wealth management strategies, liquidity management, retirement income, and individual and corporate investment strategies. He is committed to providing customized advice and disciplined investment guidance to support his clients’ financial objectives. Outside of his professional work, Edwin enjoys spending time with his family, golfing, and training for triathlons.

Linda Hoisington is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 63 designation and bringing 35 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC for seven years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to support clients’ financial goals.

Patrick Kosanke is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2001. Outside of his advisory role, he serves as a committee member for the Clinton Valley Little League, contributing over 150 hours annually in various volunteer capacities. 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 institutions.

Matthew Pappas is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been with Merrill since 1997 and serves as the senior partner of a four-partner team that focuses on providing families with financial confidence through a multi-generational approach. His client focus includes education planning, personal retirement planning, and retirement income. Before joining Merrill, Matthew practiced law for two years after earning his Juris Doctorate from Michigan State University College of Law. He also spent thirteen years as an international tax consultant at Ernst & Young LLP and Price Waterhouse LLP. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Michigan Ann Arbor and earned the CERTIFIED FINANCIAL PLANNER® certification in 2011. Matthew is a qualified Portfolio Manager who provides discretionary management using personalized strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. While he does not offer legal or tax advice in his role at Merrill, his background in these areas supports his advisory work. In addition to his professional responsibilities, Matthew serves as President of the Detroit Athletic Club Foundation and the Board of Governors at the Orchard Lake Country Club. He is involved in volunteer activities at St. Hugo of the Hills Parish. Outside of work, he enjoys golfing, bowling, and spending time with his family.

Megan Ries is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated portfolio services.

David Kennedy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been affiliated with JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to develop model asset allocations and may incorporate ESG considerations.

Blake Pollock is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2015. Pollock serves on the board of a nonprofit organization focused on aiding disadvantaged youth. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Cheri Wiener is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.

Ethan Hoffman is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry, all of which have been spent at Edward Jones since 2016. He is based in Rochester Hills, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jonathan Rea is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he holds a real estate license. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Anthony Latos is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over 25 years of experience in discretionary money management. Prior to his current role, he was a Senior Portfolio Manager at a $50 billion Super Regional Bank, where he managed portfolios for high-net-worth individuals, co-managed the bank’s most widely used separate account equity strategy, and contributed to setting asset allocation policy as part of the Investment Policy Committee. Anthony holds the Chartered Financial Analyst® (CFA®) designation and has earned a Bachelor of Business Administration from Western Michigan University and a Master's degree from Wayne State University. He is a member of both the CFA® Institute and the CFA® Society of Detroit. As a specially qualified Senior Portfolio Manager, he provides traditional advice and guidance while managing personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Anthony lives in Washington Township, Michigan with his wife and their dog, Polo. They have three adult children. Outside of his professional work, he enjoys playing tennis, running, and spending time with his family at their Northern Michigan cottage.

Melissa Spickler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been serving in the financial services industry since joining Merrill Lynch in 1980. Melissa focuses her career on addressing the diverse financial goals of affluent families, women in transition, executives, closely held businesses, retirees, entrepreneurs, and members of the LGBT community. She provides knowledgeable advice and guidance and strives to create a welcoming atmosphere for her clients. Over more than three decades, Melissa has nurtured client relationships that span generations, including clients' children and grandchildren. Melissa holds a bachelor's degree in Criminal Law from Michigan State University. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to her career in wealth management, she served as an undercover agent for the Michigan Attorney General. Melissa is involved in several mentorship programs including the Merrill Lynch Women's Exchange - Women Financial Advisors Mentorship Program, as well as mentorship initiatives through the Michigan State University Alumni Association and the University of Michigan Alumni Association. She also served on the Judicial Tenure Commission from 2013 to 2020. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, small business strategies, socially responsible investing including ESG, women and wealth, and retirement income. Outside of work, Melissa enjoys cooking, photography, and traveling.

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Frederick Cross is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a secondary successor trustee on his parents' trust. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk assessment and rebalancing tools.

Damjan Juncaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, supporting a range of eligible investment strategies, including those with an ESG eligibility framework.