Christopher Sabatini is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2018. In addition to his advisory role, he prepares tax returns as an independent contractor at William Sabatini CPA and is involved in the sales and marketing of fixed annuities, insurance, and securities through Sabatini Wealth Strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account options.

Dane Smith is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 34 years at Signator Investors, Inc. He serves as vice president and board member of the Mountain City Alumni Club, where he is involved in meeting planning. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Bryanne Kramer is a CFP® certificant with 25 years of industry experience, currently with Ameriprise in Clawson, MI. She has been with Ameriprise and its related entities since 2005, totaling 18 years at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement‑income planning using a combination of proprietary research, third‑party data, and algorithmic tools.

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.

Zakhele Dhlamini is a financial advisor with Merrill in Troy, MI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Bank of America, N.A. and PNC Bank, where he worked from 2013 to 2017 before joining Merrill in 2017. 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.

Dillon Dejong is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Hartman and Tyner. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a variety of program options including Unified Managed Accounts and third-party money manager programs.

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.

Madison Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining J.P. Morgan, Campbell worked at Thrivent Financial and Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Trevor Tuttle is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation. He joined Merrill and Bank of America in 2026 and has prior experience in various roles across education and sports management. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 the Series 66 designation and four years of industry experience. His work history includes roles at United Wholesale Mortgage and Michigan Financial Companies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Jestin Jansen is a financial advisor at Ameriprise with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. for over 20 years. Outside of his advisory role, he has owned and managed The Jansen Group, LLC, a business related to his Ameriprise advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, with recommendations produced by a centralized team using proprietary research and tools.

Lee Hart is a ChFC® credentialed financial advisor with 30 years of industry experience, currently practicing at Ameriprise since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Hart serves on the board of directors for the Detroit Institute of Arts. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, offering comprehensive written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Matthew Davis is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. He holds Series 63, 65, and 66 licenses and is based in Troy, Michigan. In addition to his advisory role, Davis sells fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning services, model portfolio programs, and institutional platforms, utilizing a combination of strategic and tactical investment approaches supported by proprietary and third-party research.

Michael Jennings is a financial advisor with Equitable Advisors in Royal Oak, MI, holding a Series 66 designation and 21 years of industry experience. He has worked with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors. Outside of his advisory role, he serves as Vice President of Development for Homes for Autism, where he oversees fundraising efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models and discretionary managers.

Matilda Carr is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she worked at Blanchard and Walker PLLC and has experience in the restaurant industry, including roles at Knight's Steakhouse and Greek Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved tools.

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.

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.