Peter Nagy is a CFP® professional with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch from 2009 to 2022. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, MI. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Sean Clancy is a CFP® professional with seven years of industry experience, currently serving at Cambridge Investment Research Advisors. He previously worked at LPL Financial and Amrock, and he is also involved with Provision Financial. Outside of his advisory work, Sean coaches youth basketball. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals across multiple platforms and custodians.

Dean Weaver is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Weaver is involved in several business ventures including ownership and management roles in real estate and a consumer products business. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning advice and utilizes proprietary research and tools.

Lisa London is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. She began her career in 1985 and joined Merrill in 2009. Lisa specializes in helping clients simplify their financial lives through personalized wealth management strategies, addressing areas such as divorce transition planning, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. She also works with small and mid-size companies to provide retirement products and services, including 401(k) plans, helping employers customize benefit programs to attract and retain employees. Lisa holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Plans Specialist℠ designation, and additional credentials including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College. Beyond her professional role, Lisa is involved in community volunteer activities through The London Group's participation with Bank of America. She enjoys biking, boating, golfing, hiking, music, and spending time with her family.

Jason Firek is a CFP® professional affiliated with Raymond James & Associates, bringing 24 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in agriculture as an owner and partner in farm-related businesses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Christine Bombard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and is also involved in tax preparation and accounting services through Bultynck & Co., PLLC, a CPA firm she has been associated with since 1990. Additionally, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform that supports customized investment solutions across various program structures and custodial relationships.

Wendy Mc Millan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America Private Bank, Fidelity Investments, Deutsche Bank, and Wells Fargo Securities. She serves as a board member of The Garden Club of Michigan, where she helps administer and recordkeep to promote gardening knowledge. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party managers.

Anthony Cook is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and previously with LaSalle Financial Services from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Albert Berger is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors since 2016, following prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisor role, Berger is involved with Berger Investment Holdings LLC and serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering a broad range of financial planning areas, with clients having flexibility in implementing these recommendations.

Sylvia Salloum is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2011, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2023. Prior to joining Fidelity, she worked as a Personal Banker at J.P. Morgan Chase from 2003 to 2008. Throughout her career, Sylvia has focused on building meaningful and lasting relationships with clients and their families to assist in pursuing their financial goals. She employs a team-based approach at Fidelity to provide comprehensive planning tailored to clients' unique needs and preferences. Together with her clients, she co-creates and maintains investment strategies aimed at providing peace of mind. Outside of her professional work, Sylvia's personal interests include family activities, food, social events with friends, parenthood, puzzles, and traveling.

Joseph Samples III is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Cambridge Investment Research Advisors, among others. Outside of his advisory work, he is a part owner of a non-medical in-home care franchise, serves as a trustee and associate minister at his church, and is also an author. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Scott Hendrie is a financial advisor with Ameriprise in Allen Park, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Spencer Wood is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services Inc. He is also involved with Wood & Associates Tax and Wealth Management LLC, where he serves as a financial assistant. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

Peter Gibson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Over the past 10 years, he has focused on providing service and guidance in his clients' financial lives, emphasizing the development of personalized financial strategies that align with individual long-term goals. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter is a graduate of Wheaton College with degrees in Business Economics and Interpersonal Communication. He holds several professional designations, including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Peter is involved in community organizations such as Oakland Christian School, Pontiac Dream Center, and Woodside Bible Church. He contributes to career development and life skills programs, coaches basketball, and supports special needs initiatives. Outside of his advisory role, Peter enjoys activities including basketball, biking, golfing, hiking, hunting, music, reading, rock climbing, running marathons, and traveling.

James Vanek is a financial advisor with Equitable Advisors in Troy, Michigan, holding a Series 66 designation and 10 years of industry experience. He has worked with Equitable Advisors since 2016 and previously with Axa Advisors, LLC from 2016 to 2020. Vanek serves on the board of the Alpha Sigma Phi Education Foundation and is president of the Sussex Condo Association in Troy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs and third-party asset managers, focusing on tailored investment solutions based on client risk tolerance and personal information.

Marlene Kaltz is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Sagepoint Financial Inc. and Financial Resources Tax & Financial Consulting Services, Inc. since 2010. Kaltz also operates a fixed insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and the use of third-party and proprietary strategies.

Shannon Psotka is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Trevor Andrews is a CFA® charterholder with 13 years of industry experience, currently serving at Merrill in Bloomfield Hills, MI. He has been with Merrill and Bank of America since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Thurston is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Banker at Flagstar Bank from 2019 to 2021. Throughout his career in the financial industry, Tyler has developed experience in building trust and rapport with clients to identify their priorities and collaborate on financial plans aimed at achieving their goals. Tyler's approach centers on understanding what is important to his clients to co-create effective financial strategies. Outside of his professional work, he has interests in fitness, social events, golf, outdoor adventures, running, and soccer.

Scott Thomas is a financial advisor with OSAIC based in Troy, MI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Thomas has worked at Royal Alliance Associates, Inc. and operates Thomas Financial Group. He is also involved in life, accident, and health insurance and fixed annuity business activities, and participates in a private securities transaction with AdvisorShare. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various investment strategies and custodial arrangements.