Nathan Grobbel is an advisor with Merrill based in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. His recent work history includes roles at Merrill Lynch and Bank of America. Outside of advising, he has been involved with the Oakland Hills Country Club for several years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Wetherell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Hantz Financial. LPL Enterprise serves a diverse client base—including individuals, retirement plans, charitable organizations, corporations, and institutional clients—offering financial planning, consulting, and access to various advisory and brokerage programs. The firm’s integrated platform combines adviser programs with financial product sales and utilizes both proprietary and third-party investment strategies.

Joseph Buscarino is a Series 66-licensed financial advisor with one year of industry experience, currently with LPL Enterprise in Troy, MI. Prior to joining LPL Enterprise in 2025, he held roles at Northwestern Mutual and Tirami Su and attended Michigan State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory programs with insurance and lending solutions.

Jeffrey Thompson is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Larry Powers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gregory Davies is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research.

Nancy Salvia is a financial advisor with Merrill in Auburn Hills, MI, holding a Series 66 designation and 18 years of industry experience. She has worked with Merrill Lynch and Bank of America since 2007 and 2009, respectively. Outside of advisory work, she serves as the elected Mayor of Rochester, Michigan, a position she assumed in December 2024 after serving as Mayor Pro Tem since 2021. She is also involved in a family-owned vitamin and mineral business operated as Sage Scientific 2 LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Jeffrey Hoenle is a CFP® professional with 18 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. Prior to joining Osaic, he worked at Woodbury Financial Services Inc and Sii Investments, and he has also been affiliated with Platinum Wealth Management Group since 2007. Outside of his advisory role, Hoenle is involved in financial planning education as an instructor at Oakland University and holds leadership positions in several nonprofit and educational organizations related to estate planning and financial education. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.

Michael Hass is a financial advisor at Osaic Wealth, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 22 years at Woodbury Financial Services. Hass also presents Social Security workshops at local community centers. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a range of securities and alternative investments.

Stephen Gray is a financial advisor at Fidelity with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at ATS Rocky Mountain, Amazon, and several other firms. Outside of finance, he has experience in film-related roles and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and employs systematic portfolio construction with oversight of affiliated and unaffiliated sub-advisers.

Kyle Volker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and offers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Joseph Campbell III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2015, focusing on client-driven investment strategies. Joseph co-manages discretionary equity strategies and contributes to investment portfolio construction. His client focus areas include Family Wealth Management Strategies, Portfolio Management Services, and Individual and Corporate Investment Strategy. He holds a Bachelor's degree in Business Administration from Washington and Lee University. Joseph has earned the Accredited Asset Management Specialist (AAMS), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations. Outside of work, his interests include football, soccer, and traveling.

Danielle Mihelich is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Danielle focuses on offering customized financial strategies tailored to her clients' unique needs, addressing areas such as college education planning, divorce transition planning, personal retirement planning, socially responsible investing, and women and wealth. Since beginning her career in the financial services industry in 2018, Danielle has leveraged her expertise to assist individuals and families, including business owners, in building, growing, and protecting their wealth. She emphasizes proactive advice and creative thinking to help clients achieve clarity and structure in their financial lives. Danielle received her bachelor's degree from Western Michigan University. Born and raised in Southeast Michigan, Danielle enjoys hiking, gardening, reading, traveling, and spending time with her family. She volunteers with The Cleanup Club in the Detroit area. Danielle also speaks English and Italian and has an interest in language learning.

Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Edward Weidman Jr. is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves on the Board of Directors for the Logan Hills Association. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored, point-in-time advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Damon Dyas is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at their Grosse Pointe Park, MI office. Dyas participates in the Michigan State University Wealth Management Committee, providing industry insights and feedback on financial planning education. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Adams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.

Karen Karrick is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Merrill since 1997 and joined Bank of America, N.A. in 2025. 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.