Danny Lis is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Lis previously operated LMR Advisors, LLC, an investment and retirement planning business, from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with customizable investment solutions across multiple program structures.

Andrea Kotch Duda is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and with 43 years of industry experience. She has been with Raymond James & Associates since 1999, with a brief continuation from 2017 to present at the same firm. Outside of advisory work, she owns and manages rental real estate. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by diverse portfolio management styles and affiliated research resources.

John Manwiller is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Scottrade and has been with Edward Jones since 2017. Outside of his advisory role, Manwiller facilitates a team meeting biweekly for Caerusnet, a business development organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Paul Noel is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Thomas Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He worked at LPL Financial for 12 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Landis serves as president of the Belleville Lakefront Condominium Association, where he leads board meetings and manages communications with residents and vendors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, leveraging Wells Fargo’s research and tools to develop tailored client recommendations.

Nicholas Beilfuss is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities LLC for four years. Outside of his advisory role, he recently wrote a children's book that he plans to publish. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Stacy Paulino is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 65 credentials with 14 years of industry experience. She has worked at Wells Fargo Clearing since 2015, with a brief tenure at LPL Financial from 2021 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Brent Hemker is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, INC. for 14 years. Hemker is a principal at Midwest Pension Actuaries, Inc., where he focuses on pension administration and consulting, and volunteers on the investment committee of MyMichigan Health, a nonprofit medical system. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools for portfolio construction and supports both discretionary and non-discretionary account management.

Sean Whalen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to his financial services career, he worked at Cottage Inn Taverna from 2016 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Karla Olson Bellfi is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is a board member of the Ann Arbor Area Community Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlay services.

Daniel Manwiller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at KLA Corporation for six years and has held positions at the University of Michigan and Nelson Floor Covering. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jay Murray is a financial advisor with Ameriprise in Lake Orion, MI, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a structured program that integrates algorithmic automation and oversight to provide customized retirement recommendations.

Nicole Domitrovich is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2013. Domitrovich serves as a board member and chair for the Howell Area Chamber of Commerce and its foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, while offering a broad range of investment and advisory solutions.

Nathaniel Roberts is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and ten years of industry experience. His prior roles include positions at Cetera Investment Services, The Huntington Investment Company, Citizens Securities, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Daniel Schloff is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including prior roles at JPMorgan Chase Bank, N.A. from 2007 to 2016. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Jacob Peters is a financial advisor with Osaic, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and Goldman Advisors Group for one year. Outside of his primary role, he is a Wealth Management Advisor with Michigan Financial Companies, providing investment advisory services and financial plan creation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Robin Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining Schwab, Spencer worked at TD Ameritrade, Fidelity Brokerage Services, PRUCO Securities, and Comerica Securities, among other firms. Spencer also serves on the board of the K Foundation, a nonprofit organization focused on education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary guidance and access to affiliated discretionary separately managed accounts.

Craig Snyder is a CFP®-designated financial advisor with LPL Financial in Southfield, MI, and has 44 years of industry experience. He has been with LPL Financial since 2003 and operates under the America Group DBA, with a history of related business activities including non-variable insurance and a business ownership related to cryptocurrency. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by research and model strategies.

Ralph Vidusic is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Crown Capital Securities, L.P. for over two decades prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management along with model portfolios and research support.

Alex Acs is an Investment Consultant at Fidelity Investments, a role held since 2025. In this position, Alex partners with clients to develop customized financial plans aimed at achieving both short and long-term financial goals. Prior to this role, Alex gained experience at Fidelity Investments as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Alex is dedicated to providing service that builds strong client relationships based on trust, compassion, and understanding. By leveraging the resources and tools available at Fidelity, Alex supports clients in maximizing their financial opportunities. Outside of work, Alex has interests in baseball, cooking and baking, family activities, social events with friends, movies, and traveling.