Daniel Byrd II is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Merrill since 2018 and previously at Ameriprise Financial Services and National Planning Corporation. Byrd also serves as a successor trustee for a discretionary trust. 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, pension plans, corporations, and charitable organizations.

Thomas Folino is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2009. 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 serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dmitry Arshansky is a financial advisor with LPL Financial in Farmington Hills, MI, holding a Series 66 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2009. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools and strategies that include discretionary and non-discretionary approaches.

Vanessa Thomas is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and three years of industry experience. She has held prior roles at Foguth Financial Group and Executive Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service utilizes investment research and algorithmic tools to provide clients with written recommendations and ongoing advice.

Jennifer Mihelic is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jeff Probst is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory work, he was involved with Beach House Apartments LLC for a year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Ahmed Siaje is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 credential and has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he serves as Vice-Chairman of the Board for United Way of Southeastern Michigan and is active on several other nonprofit boards in the Detroit area, including the Detroit Economic Club, Business Leaders for Michigan, the Detroit Regional Chamber, and the Detroit Institute of Arts. 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 strategies to individuals, high-net-worth clients, and various institutional investors.

Zakary Keasey is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley in 2019, he worked at Canaccord Genuity from 2013 to 2017 and had brief roles at Amazon and Lowes. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Rosalie Evans is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Merrill since 2000. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Sean Hetherton is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Samantha White is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and previously worked at UWM for one year and Chili’s for five years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and maintains several outside business activities, including ownership of a motorsport parts design and retail company, a handmade writing utensils business, and a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Jonathan Wolfe is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at Edward Jones from 2016 to 2019. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based financial planning process.

Arun Suri is a financial advisor with OSAIC based in Canton, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Signator Investors, Inc. for 27 years before joining Royal Alliance Associates, Inc. in 2018. Outside of advising, he is also active as a health insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a model-based investment approach that supports discretionary and non-discretionary strategies, third-party manager selections, and alternative investments.

Jonathon Sermo is a financial advisor at Ameriprise in Novi, MI, holding a Series 66 designation with 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of advising, he is involved with Clarity Tax Professionals, LLC, where he assists with tax preparation and administrative support. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, featuring a Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies, with a distinctive focus on clients meeting certain investable asset thresholds and utilizing affiliated investment products.

Amy Bolda is a financial advisor with Ameriprise in Farmington, MI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2009. Ameriprise offers a retirement-income planning service geared toward clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centrally delivered, non-discretionary service that supports Ameriprise financial advisors.

Michael Schlegel is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to his current role since 2019, he worked at Waddell & Reed, Inc., J.P. Morgan Securities, and Chase Investment Services Corp. He is also involved with Retirement & Wealth Strategies, operating under the RWS Financial Group. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various proprietary and third-party platforms.

Ronald Dickerson Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing, Infinex Investments, and Flagstar Bank. He serves on the boards of two Ann Arbor-based nonprofits, including a youth-focused community center and a university ministry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Phil Andrews II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also the author of "Sally and Sam Squirrel." 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 services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.