Lindsey Irish is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley before joining Merrill and its parent company Bank of America. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Geoffrey Thompson is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to this, he was with UBS Financial Services for one year. He manages non-variable insurance products including life, health, disability, and fixed annuities as part of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, with a focus on providing customizable investment strategies through a large network of advisors.

Jared Weinerman is a financial advisor at Osaic Wealth with eight years of industry experience. He holds the ChFC® and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Shallcross Financial Planning. Outside of his advisory role, he manages Impact Financial Planning, LLC, where he oversees business operations including financial planning, investment advisory, and team management. Osaic Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, offering a broad range of brokerage and advisory services through a multi-advisor platform.

Diana Reid is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as the primary contact for affluent investors and their families, providing support tailored to individual needs and preferences. She has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Central Relationship Manager, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current role in 2022.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2009, with a two-year period at Invest Financial Corporation from 2016 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios, third-party subadvisors, and customized approaches.

Lisa Madill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with JPMS since 2006 and also has experience with J.P. Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a forward-looking capital market framework.

Joseph Michael is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, J. Michael Investments, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

David Krahn Jr. is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he held positions at several firms including Woodbury Financial Services and Bridgewise Financial Partners. Outside of advising, he works as a sports official for the Michigan High School Athletic Association, officiating football and basketball games. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across various programs such as comprehensive financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization to support a diverse client base that includes individual investors, retirement plans, charities, and corporate clients.

Jennifer Walker is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 license and 12 years of industry experience. She previously worked at Lee E. Holland, CPA, CFP, and Lee E. Holland & Associates, P.C. outside of her current role. Additionally, Walker provides tax preparation and accounting services through her own businesses and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes a variety of portfolio management options including model portfolios and third-party subadvisors.

John Thibault is a financial advisor with Merrill in Bloomfield Hills, MI, holding CFP®, ChFC®, and Series 66 credentials and possessing 25 years of industry experience. He previously worked at Wells Fargo Clearing and FIFTH THIRD SECURITIES, Inc. outside of his advisory role, he is the sole owner of a rental property business. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Reaume is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in insurance agency work and business development for an insurance group focusing on life insurance and employee benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Nicholas Bowman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Blue Chip Talent, THG Financial Strategies, and Canisius University. 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 investment strategies for a range of individual and institutional clients.

Evan Belland is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to help them understand their options, create comprehensive financial plans, and take confident steps toward their financial futures. His client focus areas include equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Evan specializes in guiding individuals and families through the financial planning process, particularly focusing on retirement planning and investment strategies. He assists clients in navigating complex financial decisions related to major life milestones, tailoring financial plans to the unique visions and priorities of each family. He holds the Personal Investment Advisor (PIA) designation and applies his expertise to help clients achieve greater clarity and confidence in their financial transitions. Raised in Metro Detroit, Evan attended Brother Rice High School and Michigan State University. Outside of his professional duties, he enjoys boating, football, golfing, pickleball, and spending time with his family.

Susan Wellman is a financial advisor with Primerica Advisors in Highland, MI, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at United Wholesale Mortgage and Keating Network. Outside of advisory work, she serves as Vice President of Strategic Relations at Curus, a non-investment-related position. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm supports approximately 3,698 advisors and $15.5 billion in assets under management.

Carrie Fielder is a Series 66-credentialed advisor with J.P. Morgan Securities, bringing three years of industry experience. She has been with J.P. Morgan Securities since 2023 and has an additional nineteen years of experience at JPMorgan Chase Bank, N.A. based in Farmington Hills, MI. 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. The firm’s advisory process integrates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Susan Merrick is a financial advisor with LPL Financial in Southfield, Michigan, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2003. Merrick is also involved in selling fixed annuities, health, and fixed life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Kyle Adams is a CFP® with two years of industry experience, currently with Cetera. Prior to joining Cetera, he worked at Michigan Financial Companies and has experience in financial planning and securities sales. He has also held positions outside finance, including work in landscaping and at a golf club. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Matthew Matuza is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique ambitions and long-term goals. Matthew focuses on a variety of areas including family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds a Bachelor's Degree from GMI Engineering and Management Institute and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on understanding clients' perspectives and priorities to create customized wealth management plans that help manage investment risk and turn financial goals into reality. Outside of his professional responsibilities, Matthew enjoys spending time with his family and participating in sports such as baseball, basketball, boating, football, golfing, running, and soccer, as well as watching movies.

Kenneth Vernon is a financial advisor with Ameriprise based in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Philip Appel is a Wealth Management Advisor and the lead advisor on The Stulberg Group at Merrill Lynch Wealth Management. He has over 30 years of experience in investment management, having joined the team in 1995. Prior to this role, he worked in the equity research department at Merrill headquarters in New York. Before entering the financial industry, he was a high school mathematics teacher in San Francisco, California. Philip earned a bachelor's degree with a focus on mathematics from the University of Michigan. He holds the Personal Investment Advisor (PIA) professional designation. His expertise includes corporate executive services, divorce transition planning, executive and equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, small business strategies, and retirement income. Philip lives in Bloomfield Hills with his wife Kareen and their four daughters. His personal interests include cooking, music, and softball.