Christopher Sabatini is a financial advisor with OSAIC, holding a Series 66 designation and having 10 years of industry experience. He has worked with OSAIC since 2018 and is also involved with Sii and William Sabatini CPA. In addition to his advisory role, he prepares tax returns as an independent contractor. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across a range of investment types.

Dane Smith is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he spent 34 years at Signator Investors, Inc. Outside of his advisory role, he is a vice president and board member of the Mountain City Alumni Club, where he oversees meeting planning. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Martin Macdougall is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficient strategies, with a focus on assets managed within Ameriprise accounts and employs algorithmic tools overseen by a dedicated committee.

Yvonne Carver is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2019 and previously worked at UBS Financial Services from 2013 to 2019. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Timothy Paulian is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Prior to his financial services career, he was employed at Utica Community Schools for 19 years. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Dillon Dejong is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held positions at Northwestern Mutual and Hartman and Tyner. Outside of his advisory role, Dejong has involvement with Michigan Financial Companies in administrative and client relations capacities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Cody Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America since 2015. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Echelon Board, assisting with chapter expansion and organizational documentation. 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 strategies for individuals, high-net-worth clients, and institutions.

Hannah Szalay is a Series 65–licensed financial advisor with three years of industry experience, currently with Edelman Financial Engines in Novi, MI. She has worked at Edelman Financial Engines and its predecessor firms since 2019, with prior roles at Lifecycle Financial Planners and the University of Michigan - Flint. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Daniel Hornblower is a financial advisor with UBS Financial Services in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. 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 and offers a range of capital markets and research resources to tailor strategies to clients’ goals and risk tolerances.

Braye Sonnenberg is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at OSAIC and Michigan Financial Companies since 2022. Sonnenberg has additional experience with United Wholesale Mortgage and Scribe America. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and manages accounts on both discretionary and non-discretionary bases.

Matilda Carr is a Series 66-registered financial advisor with Morgan Stanley in Birmingham, MI, having joined the firm in 2025. She has prior experience at Blanchard and Walker PLLC and has worked in various customer service roles, including at Knight's Steakhouse and Target. Outside of her advisory career, she has experience in the food service industry. 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, and manages approximately $2.74 trillion in client assets.

Steven Wujczyk is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2008. His credentials include the Series 63 and Series 66 registrations. Raymond James & Associates 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 financial planning and consulting services primarily through non-discretionary relationships.

Nathan Szenay is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Raymond James and Morgan Stanley Smith Barney in various capacities since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting services supported by analytical tools and maintains a notable affiliation with a municipal advisor, enhancing its municipal and public-finance offerings.

Brendan Kelly is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Ford Motor Company and Haworth. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriella Stevens is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Her work history includes roles at Bank of America N.A., Senior Benefits and Planning, LLC, MariPau Wealth Management LLC, and Securian Financial Advisors of the Great Lakes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

James Gallagher Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, offering tailored 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 personalized, non-discretionary advice through a centralized consulting team.

David Kelton is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 licenses and accumulating 39 years of industry experience. He has been associated with Independent Financial Advisors and LPL Financial since 2012. 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 various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Kelly Boyd is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Boyd is also involved in delivering financial seminars through White Glove Workshops. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven investment solutions.

Daniel Ferguson is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Comerica Securities. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Roy Stewart is a CFP®-certified financial advisor with 45 years of industry experience. He has been with LPL Financial in Farmington Hills, MI, since 2001. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios, third-party research, and technological tools.