Danielle Vergona is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michele Verlinden is a financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 2000 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Rooney is a financial advisor with LPL Financial based in Bloomfield Hills, MI. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and National Planning Corporation. Rooney is also a speaker for White Glove Workshops, delivering seminars related to investing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services, with access to model portfolios, research, and both discretionary and non-discretionary management solutions.

Edward Gennrich Jr. is a financial advisor with Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate asset bucketing, tax-efficiency, and probabilistic modeling, with an emphasis on managing assets within Ameriprise accounts.

David Browne IV is a Series 66 licensed financial advisor with Ameriprise in Novi, Michigan, and has four years of industry experience. His prior work includes roles at Colbert Hills Golf Course and The First Tee, as well as tax preparation support through Clarity Tax Professionals, LLC. He has been with Ameriprise and its related entities since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Robert Baidel is a CFP® and ChFC® with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, currently based in Brighton, MI. Outside of his advisory role, he owns and manages commercial real estate through Baidel Properties LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

Matthew Arvin is a financial advisor at Fidelity with one year of industry experience. He previously worked at Atrium for five years and has a background that includes roles outside finance, such as a field engineer and camera operator for NFL stadium events with Ford Field Management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Brian Kerber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that reflect clients' individual goals and adaptable market conditions. Drawing on investment insights from Merrill and the banking and lending services of Bank of America, he aims to help clients pursue their long-term financial objectives through tailored wealth management solutions. Kerber holds multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Master's Degree from Wayne State University and a Bachelor's Degree from Michigan State University. Committed to community involvement, Kerber follows the Merrill tradition of active participation and volunteers with organizations in the communities he serves. His approach emphasizes one-on-one collaboration to create financial strategies aligned with clients’ personal ambitions.

Natalie Norman is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and 27 years of industry experience. She has worked with Raymond James Financial Services since 2007 and has been the branch manager and owner of Natalie V Craig & Company Wealth Advisors LLC since 2020. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and technology-driven solutions.

Harrison Bowman is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research, Inc. for two years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Nicholas Schneider is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. Schneider is also involved in The Schneider Group, a business entity related to his work at LPL Financial. 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 wide range of advisory programs, financial planning, and retirement consulting services, supported by proprietary and third-party research and model portfolios.

Lawrence Weiner is a financial advisor with OSAIC and holds the PFS™ and Series 63 designations. He has 29 years of industry experience, including 17 years at American Portfolios and over three decades operating his own CPA practice. In addition to his advisory work, he continues to prepare tax returns for select clients through his firm, Weiner Financial Group, LLC. OSAIC serves a diverse range of retail and institutional clients with integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

John Prebay is a financial advisor at Stifel with 33 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2004 to 2020. Outside of his advisory role, he is a member of 28411 Capital LLC, which invests in private equity funds. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Michael Teller is a financial advisor with J.P. Morgan Securities in Bloomfield Hills, MI, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Financial Life Insurance and Equitable Advisors, LLC. Outside of his advisory role, he has been involved in coaching soccer through Coerver Coaching for over ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gregory Hill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice rooted in modern portfolio theory. The firm’s IPS-driven approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when advising clients.

Ryan Haller is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2026 before joining LPL Financial. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management strategies.

Jason Lira is a financial advisor with LPL Financial in Canton, MI, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and also operates Schultz & Associates, PLC, providing tax preparation and accounting services in addition to investment-related work. 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, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options.

Brianne Walsh is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Oppenheimer & Co Inc for six years and has additional experience with Beaumont Health and Eastern Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nisha Doshi is a CFP® professional with 22 years of experience in the financial industry. She is currently with OSAIC since 2018 and previously worked at Sii Jhfn for nine years. Doshi is also the managing partner of Doshi & Associates, CPA, PLLC, providing accounting services. She serves on the Board of Directors for the George P. Way Elementary School Parent Teacher Organization. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Anamaria Brickman is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her services include general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists to support clients with banking, credit, home financing, and small business solutions. In addition to her advisory role, Anamaria serves as the Financial Advisor Development Program Manager for the Bloomfield/Farmington Hills Market. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Anamaria completed her High School Diploma at Fordson.