Anthony Benvenuti serves as a Resident Director with Merrill Lynch Wealth Management. In his role, he works with clients managing complex financial portfolios, including those with significant wealth derived from business ownership, executive compensation, and concentrated stock positions. Benvenuti and his team offer comprehensive wealth management services that integrate investment management with banking and lending resources from Merrill and Bank of America. Since 2008, Benvenuti has helped individuals, families, business owners, and executives navigate financial decisions related to retirement planning, business succession, liquidity strategies, and wealth transfer objectives. His areas of focus include affluent individuals and families, corporate executives, business owners, and entrepreneurs. Benvenuti holds a Bachelor's Degree from Central Michigan University and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, he participates in community activities including volunteering with the Susan G Komen Foundation. He also enjoys cooking, gardening, golfing, ice hockey, racquetball, reading, soccer, traveling, and spending time with his family.

Kristina Graham is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Paycom for five years. Outside of her advisory role, she owns and manages a vacation rental property in Johannesburg, Michigan. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Justin Cattaneo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Independent Bank, Cetera, The Huntington Investment Company, Bank of America, Merrill Lynch, and PNC Investments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through various advisory programs.

Stephen Hilles is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at First Command Financial Services and First Command Advisory Services. Outside of his advisory role, Hilles serves as the treasurer for Faith Baptist Church, where he oversees expenditures and provides monthly financial reports on a volunteer basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of wealth advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Blake Griffith is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he worked at JP Morgan and has an academic background from Michigan State University. He also has experience working at Great Oaks Country Club. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Troy Tiseo is a financial advisor at Edward Jones in Macomb, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Huntington National Bank, F.B. Wright, and Tekton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Lincoln Investment, and Securities America Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through registered channels and operates an advisory business under The Linska Group. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering model-based asset allocation and portfolio optimization across various programs, including Unified Managed Accounts and retirement plan consulting.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Smaka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a longstanding affiliation with JPMorgan Chase Bank and Bank One since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program delivers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Slayton is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Raymond James Financial Services and the Rochester Mills Beer Company. His background also includes academic positions at Grand Valley State University and consulting work with J5 Consulting and Construction Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

Susan Moore Bommarito is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 1999 and has prior experience at Roney & Co. since 1992. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research.

Yvette Musto is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of her advisory role, she manages a mortgage-related business involving the collection and distribution of payments for a property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, Raymond James & Associates, and FSC Securities Corporation. He is also the owner of Trinitas Tax, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Jason Buchan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served as the lead pastor at Northside Church, where he was involved in teaching, preaching, counseling, and managing the church’s operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Nicole Bell is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Hantz Financial Services for 10 years before joining Raymond James in 2023. 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 that includes individuals, institutional and pension plans, and charitable organizations, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Frye is a financial advisor at Edward Jones in Rochester, MI, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Spire Investment Partners, Waddell & Reed Inc, and various insurance carriers. Frye has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Gurdeesh Singh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Robert Stockoski is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial, where he has worked since 2018. His prior roles include positions at The Huntington Investment Company and PNC Wealth Management. He also holds a notary public designation as a minor outside activity. 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 and investment programs, utilizing model portfolios, third-party subadvisors, and various advisory strategies.