Renee Hof Lacey is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporations, charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with public-financing and municipal work.

Damali Hall Mc Guire is a financial advisor with Merrill in Dearborn, MI, holding Series 63 and Series 66 credentials and 12 years of industry experience. She previously worked at Morgan Stanley and has held multiple roles at Merrill and Bank of America. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Craig Noonan is a ChFC® credentialed financial advisor with 34 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Brighton, MI office. In addition to his advisory role, Noonan is involved in independent insurance brokering with Prudential, specializing in whole life insurance. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Roosevelt Grayson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2014. 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 offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by research and third-party subadvisors.

Derrick Glencer is a CFP®-credentialed financial advisor with 23 years of industry experience, currently with Raymond James Financial Services, Inc. since 2019. Prior to that, he worked at LPL Financial for 15 years. He serves as a board director for the Birmingham Athletic Club in Bloomfield Township, MI. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

Samantha Wilker is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads and manages a team of financial professionals dedicated to helping clients achieve their personal financial goals. Prior to this, she served as Assistant Branch Leader at Fidelity Investments from 2021 to 2023. Her experience in the financial industry spans over a decade, including her time as a Financial Consultant at Fidelity Investments from 2017 to 2021 and as a Senior Financial Advisor at Merrill Lynch from 2011 to 2017. This background reflects her extensive experience in financial advising and leadership within prominent financial institutions.

Mike Amine is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Minnesota Life Insurance Company and Securian Financial Services, and he has been managing partner at Wealth Strategies Financial Group since 1990. He serves on the advisory boards of the National Wrestling Hall of Fame and The University of Michigan Club of Greater Detroit, and is an officer of the non-profit Wrestlers in Business Network. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 independent advisors nationwide. The firm serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering various portfolio management and consulting services through a multi-manager platform.

Lisa Bailey is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Ameriprise and Comerica Bank, among others. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base—including individuals, institutions, and government entities—offering wealth advisory planning, investment consulting, and specialized municipal and public finance services through a range of programs and affiliated resources.

Diane Roegner is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2018, following four years at Morgan Stanley. Outside of her advisory role, she serves as an industry arbitrator for FINRA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joann Weingartz is a financial advisor with Wells Fargo Clearing in Birmingham, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a personal representative for her mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Huimin Lau is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Marilyn Woodman is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1985, she has developed extensive experience in retirement and investment planning, guiding clients through a comprehensive process that includes evaluating current financial situations, setting goals, assessing risk tolerance, and creating personalized strategies to support their long-term lifestyle objectives. Marilyn is licensed in insurance and can offer clients access to a full range of insurance and annuity products when appropriate. Her client focus areas include college education planning, divorce transition planning, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Marilyn holds a Bachelor's degree in Business from Michigan State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Marilyn is actively involved in her community through volunteering and maintains a strong personal commitment to her family. She resides in Canton with her husband, Ken, and dedicates much of her time outside of work to supporting her three grown children and six grandchildren. Her personal interests include cooking, swimming, traveling, and spending time with family.

Nick Singh is a financial advisor with LPL Financial in Southfield, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been affiliated with Commonwealth Financial since 1993, Executive Wealth Management since 2006, and INVEST Financial Corp. since 2009. His current tenure with LPL Financial began in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Tonya Dalton is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client goals.

Molly Berner is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on a wide range of topics while keeping planning and managed-account services separate.

Kristine Koerber is a financial advisor with UBS Financial Services in Birmingham, MI. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including prior work at AB Bernstein from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Craig Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading a team dedicated to guiding clients through their financial lives using a goals-based planning approach. He focuses on tailoring strategies based on clients' risk tolerance, time frames, and the tax implications impacting their goals. With over 30 years of experience, Craig advises clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. His expertise encompasses portfolio development, liability management, asset preservation, and ensuring a predictable lifetime income stream during retirement. Business clients benefit from his guidance on cash management strategies, employee benefit plans, and financing needs. His team also provides access to specialists in premier banking, insurance and estate planning, and retirement plan development. Craig began his career in financial services in 1992 and joined Merrill Lynch in 1994. He holds a Bachelor's Degree from Miami University in Oxford, Ohio. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig and his wife Kimberly have three children. He participates in community volunteering and enjoys golfing, running, spending time with family, and traveling.

James Thorpe is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He is the sole owner of Jim Thorpe LLC, a business managing cash flow and expenses. Thorpe holds leadership roles in local organizations, including Vice President of the Dearborn Library Foundation and President Elect of the Rotary Club of Dearborn, and contributes to the Dearborn Area Chamber of Commerce Finance Committee. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

John Rowan is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported advice through a centralized consulting team.

Michael Sanfield is a Wealth Management Advisor with Merrill Lynch Wealth Management, operating a practice in Farmington Hills for over four decades. He works as part of a team that includes his daughter Carly and client associates Catherine Beattie and Leeanna Hempstead. In his current role, he focuses on offering a comprehensive approach to managing wealth, which begins with understanding clients and their families, financial situations, and priorities. He helps clients create customized wealth management strategies that are adaptable to their changing needs and market conditions, providing access to the investment insights of Merrill and the banking convenience of Bank of America. Michael's areas of expertise include services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. His approach emphasizes delivering service and helping investors pursue their long-term goals. He holds a Bachelor's Degree from Michigan State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael also engages in community participation, dedicating time to volunteering with local organizations. Outside of work, he enjoys golfing, reading, spending time with his family, and playing tennis.