Paul Tackett is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His background includes roles at A-Ga-Ming Golf Resort and TREMEC Corporation, as well as academic involvement at the University of Michigan and University of Detroit Jesuit High School & Academy. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and third-party managers.

Hunter Macwilliams is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015 and has also worked at Meridian Health Plan since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services supported by a broad adviser network and diverse portfolio management options.

Philip Piesko is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1995. LPL Enterprise serves a broad client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party management, and access to a range of financial products.

Laura Hollinshead is a financial advisor at OSAIC with eight years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors for 19 years. Outside of advising, she is a notary public in Southfield, Michigan. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Mark Corbin is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2015. 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, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ryan Robertson is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. His previous roles include positions at Securities America, Inc., Securities Service Network, OSAIC, and he is also a principal at The Dickerson Group, which he has been involved with for over 20 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management and platform options.

Daryl Severson is a CFP®-certified financial advisor with 44 years of industry experience. He is currently with Robert Baird & Co., where he has worked since 2019, and has also been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of strategies from traditional allocations to more complex approaches, including separately managed accounts and overlay services.

Karen Katinas is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Ameriprise Financial Services. Katinas also serves as a notary for Flagstar Bank N.A. 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 offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

David Smolarek is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial in Troy, MI. He has been with LPL Financial since 2009 and previously worked at the Center for Wealth Planning Advisors, Inc. from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brooks Black is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior career includes positions at Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Co. Additionally, he operates a real estate rental business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to Model Wealth Portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jacob Aymen is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior roles include positions at Central Michigan University and Thumb Broadcasting Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jill Syracuse is a ChFC® credentialed financial advisor with 23 years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2021. Prior to this, she worked for Royal Alliance for 10 years. Outside of her advisory role, she is involved in tax preparation through Blumark Tax Advisors, LLC, and participates in a wellness shopping club called Melaleuca. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Higgins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He offers financial advice to high net worth individuals, business owners, and retirement plans, focusing on understanding each client’s specific life and financial objectives to help manage their investment life cycles. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. Brian began his career in the financial services industry by joining Merrill in 1977. He holds a Bachelor's Degree from Wayne State University, where he studied finance, and maintains several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on the Forbes Best-in-State Wealth Advisors list for 2022, 2023, and 2024. Born and raised in Detroit, Michigan, Brian resides in Bloomfield Hills with his wife, Clarice. They have three sons, Robert, Patrick, and Stuart, the latter being his business partner. Outside of his professional life, Brian enjoys sports such as baseball, basketball, boxing, football, and ice hockey, as well as spending time with his family.

Ethan Mulder is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Epic Systems and Panera Bread. He is also involved with Wagner & Mulder Financial Group, a non-investment-related business based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support diverse client goals and offers specialized programs including municipal advisory and SIMPLE IRA Employer Consulting Services.

Lucy Palms is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2016. Outside of her advisory role, she teaches group fitness classes at Life Time Fitness. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Michelle Lively is a financial advisor at Morgan Stanley in Birmingham, MI, with 24 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she has been an independent representative for Silpada Designs Jewelry, conducting home shows, though she currently does not plan to continue this activity. 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 services. The firm manages approximately $2.74 trillion in client assets and offers planning supported by firm-approved tools and structured processes.

Curt Happold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also owns Happold Enterprises, Inc, operating as an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides various portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Nicholas Kozak is a Private Wealth Advisor and founding member of MK Private Wealth at Merrill, where he serves as Managing Partner. In this role, he focuses on ensuring that the advisory team consistently delivers service aligned with their vision and mission for the families they advise. He acts as the primary advisor to many of the firm's families as well as to athlete and entertainer clients. Growing up working in his family's businesses, Nicholas gained firsthand insight into the challenges business owners and their families face. This experience has informed his work in helping clients navigate business succession and sale, family dynamics, and legacy planning. He earned the Certified Divorce Financial Analyst® designation to provide financial guidance in complex divorce cases, working with families and their legal and tax advisors to achieve favorable outcomes in high-asset divorce situations. Nicholas holds a Bachelor's degree from Portland State University. He is involved in several professional organizations including Brother Rice High School Alumni Association, Cranbrook Schools, Detroit Athletic Club, Michigan State University Alumni Association, Our Lady Queen of Martyrs Parish, and The Hundred Club of Detroit. Additionally, he is engaged in community activities such as the Pope Francis Center. His personal interests include adventure sports, boating, fishing, hiking, skydiving, spending time with family, and traveling.

Nourin El Hamalawi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing one year of industry experience. Prior to her current role, she was involved in various businesses including Escova Salon and Dairy Freezzz. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals to institutional clients. The firm employs fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

James Wilhelm is a financial advisor at Edward Jones in Clarkston, MI, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.