Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Standish is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Nina Jackson is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 credentials and 15 years of industry experience. Prior to joining J.P. Morgan in 2020, she worked at Morgan Stanley and UBS Financial Services. Outside of her advisory role, she is involved in entrepreneurial ventures including co-owning BoxxBaby, a subscription-based infant and toddler clothing business, and ProperGirl, a digital lifestyle guide for women. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Cleaton Lindsey III is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation. 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 portfolios, third-party asset management, and institutional platforms.

Robert Grabiel is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has 13 years of industry experience, having worked with Mass Mutual Investors Services and Lau & Lau Associates since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative, annual engagements.

Charles Rutan Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and has owned and managed St. Clair Investment Advisors, LLC since 2005. Additionally, he is engaged in selling fixed insurance products including disability, annuities, life, prepaid legal, health, and long-term care coverage. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and consulting through a multi-manager platform that includes both affiliated and third-party investment options.

Robert Craun is a CFP® and PFS™ with 24 years of industry experience, currently serving at Cetera. His career includes 15 years at Avantax Advisory Services and ownership of Craun Freeman & Associates, PC, where he is vice president and treasurer. He is also a director of the Craun Freeman Charitable Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of program options and supervises over $256 billion in assets across more than 10,000 advisors.

Tyler Belanger is a financial advisor at Ameriprise in West Bloomfield, MI, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Royal Alliance and Cerity Partners, as well as entrepreneurial activities with Makeshift LLC and Squeaky Shine Car Wash. He also has a background working with Michigan State University. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, delivering tailored recommendations primarily for assets managed within Ameriprise.

Mary Cox is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Wells Fargo Clearing and a company called HOME-DISABILITY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis.

John M Schindler is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at UBS Financial Services, Inc. for 10 years before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Peter Samurkas is a Series 66-licensed financial advisor with Morgan Stanley, based in Rochester, MI, and has three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Hantz Financial Services and held positions at Oakland University and Michigan State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct client relationships and Corporate Financial Planning agreements.

Angela Jardin is a financial advisor with Morgan Stanley in Birmingham, Michigan, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by approved tools and offers a range of investment programs alongside broader retail and institutional solutions.

Danielle Ligon is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2014. 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, pension plans, corporations, and charitable organizations.

Allen Olender is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 designations. He has 35 years of industry experience, with prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Olender serves as a trustee for multiple family and friend trusts, several of which involve investment-related responsibilities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions across its offerings.

John Kozole is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1997. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Bochenek is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to that, he worked for over three decades at Scripter and Associates, Inc. In addition to his advisory work, he is a commissioned notary public serving clients. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Olivia Mc Gowan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2022, she worked at Stanley Black and Decker, Inc and held various positions in public sector roles and retail organizations. She has been involved with Color Street, a direct sales company, since 2019. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark O'Donnell is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. Since joining Merrill in 2000, he has concentrated on developing long-term relationships and assisting clients with various aspects of their financial lives. Mark provides a broad array of services, including portfolio development, 529 college investing plans, home mortgages, home equity lines of credit, securities-based loans, commercial loans, retirement plans, tax minimization strategies, and asset preservation with an emphasis on annuities to help secure retirement income. In his role as a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from Merrill model portfolios and third-party investment options. Mark holds a bachelor's degree in General Studies from the University of Michigan at Ann Arbor and an MBA with a concentration in finance from Wayne State University in Detroit. He has earned the Chartered Retirement Planning Counselor (CRPC) designation and holds Merrill’s internal titles of Wealth Management Advisor and Senior Portfolio Advisor. His professional credentials include Series 7 and 66 FINRA registrations, life insurance licensing, and mortgage loan originator licensing (NMLS ID 535537). Residing in Birmingham, Michigan, Mark lives with his wife Barbara and their sons, Connor and Liam. He participates in community activities such as volunteering and is involved with organizations including the Pierce Elementary PTA in Birmingham and local initiatives like the Boy Scouts and baseball.

Daniel Milnamow is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he works as a paraplanner for Furlotte Consulting Group LLC. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Domenico Consiglio is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America, Inc., Ohio National, and Cherokee Insurance. Consiglio is also a licensed life insurance agent, selling term and permanent policies. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include a range of securities and alternative investments.