Katherine Rhodes is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC, Dominic Mirabella, and Brad Seitzinger. Cornett is based in Farmington Hills, MI. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brett Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and approximately one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors, LLC and has held various roles outside the financial sector, including positions at Leo Burnett and Fiat Chrysler Automobiles. Wells Fargo Advisors is a nationwide securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Mark Geraghty is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Mark's approach to financial advising centers on working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He holds a Bachelor's degree from Western Michigan University and has obtained the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Mark has been with Merrill since 2008, bringing extensive experience in wealth planning, advice and guidance, and portfolio construction. Outside of his professional role, Mark is involved with community organizations including St Regis Catholic School, Birmingham Little League Baseball, and USA Hockey. His personal interests include baseball, cooking, golfing, ice hockey, photography, reading, spending time with his family, and practicing yoga.

Joseph Moceri is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America. Outside of his advisory role, he has served as Past Commodore and an ex-official member of the Board of Directors of the North Star Sail Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Robert Petrillo is a financial advisor with Raymond James Financial in Boyne City, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Raymond James Financial since 2009 and has operated the Petrillo Group since 2005. Outside of his advisory work, he is the owner of the Petrillo Group, a support company where he serves as branch manager and broker. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a variety of implementation options through brokerage or advisory accounts and outside managers.

Ryan Crue is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Shipt Inc. He is also a presenter for White Glove Workshops, a seminar focused on financial topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Ian Mcculloch is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Mitchell Mccann is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise and Ameriprise Financial Services, Inc. In addition to his advisory work, he is an author of a book unrelated to investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ricardo Armijo is a financial advisor with Raymond James & Associates in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Raymond James in 2019. Outside of his advisory role, he is the owner of BRN Development, a business unrelated to investment activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients with specialized public finance and municipal services.

Nancy Smith is a financial advisor with Raymond James & Associates in Auburn Hills, MI, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill from 2010 to 2021 before joining Raymond James in 2021. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and institutional consulting capabilities.

Thomas Schulz is a financial advisor with LPL Financial in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1999 and also works as an independent insurance agent selling term life and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research.

Maria Coates is a Series 66-licensed financial advisor with Merrill, based in Farmington Hills, MI. She has 25 years of industry experience and has worked at Merrill since 2010. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and services.

Thomas Geving is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with LPL Financial since 2012. Geving is also associated with Best Innovation Consultants, an entity based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a wide range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Johnson is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors for over two decades. Outside of his advisory role, he serves as Treasurer of the Kappa Alpha Psi Southfield Alumni Foundation and works as a gate agent at DGS Metro Airport. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, utilizing various advisory programs and emphasizing individualized financial planning.

Courtney Bizzis is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS in 2021, she worked for six years at Ilitch Sports and Entertainment with the Detroit Tigers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisory work with proprietary research and model-based asset allocations.

Rebecca Davis is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Fidelity Investments, J.P. Morgan Securities, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jaclyn Borrow is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC, LPL Financial, and INVEST Financial Corp. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management programs, and insurance products via an integrated platform.

Stephen Killop is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and the AAA Dave Brown Insurance Agency. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Thompson is a financial advisor with LPL Enterprise in Troy, MI, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, State Farm Insurance, and Citizens Securities, Inc. Thompson serves as a board member for Detroit Recovery Project Inc. and conducts seminars and workshops with Operation HOPE, in addition to owning MTC Consultants, LLC. LPL Enterprise serves a broad range of clients—including individuals, retirement plans, charitable organizations, corporations, and institutional clients—through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.