Dale White is a CFP®-designated financial advisor with Raymond James Financial in Troy, MI, bringing 23 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc. since 2010 and has been involved with McFawn Financial Holding Company, LLC, and McFawn Financial Services Group, LLC since 2008. Additionally, he is the owner of White CPA Group, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public-finance work.

Michael Mcclintock is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for VOYA Financial Advisors for seven years before joining LPL Financial in 2021. Mcclintock is also involved with Nova Retirement and Wealth Solutions, a DBA related to his LPL business activities. 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 financial planning, asset management, and retirement advisory services through a large network of investment adviser representatives.

Robert Cline is a financial advisor at Ameriprise with 50 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Evan Wessel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and previously held positions at Bank of America NA, General RV Center, and Detroit Vapor Shop. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yvette Musto is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of her advisory role, she manages a mortgage-related business involving the collection and distribution of payments for a property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a large network of financial advisors and branch offices.

Angela Vohs is Vice President and Branch Leader, leading a team of financial professionals with a commitment to fostering relationships and coaching advisors. She prioritizes client satisfaction and aims to ensure that each client interaction is meaningful and impactful. Angela believes that exceptional customer service and employee care are fundamental to a thriving workplace and strives to create an environment where both clients and team members feel valued and empowered. Before her current role, Angela served as Branch Manager at Etrade from 2018 to 2023. Her experience includes managing branch operations and leading teams to deliver financial services effectively. Outside of her professional responsibilities, Angela enjoys boating, gardening, golf, singing, skiing, and tennis.

Patrick Duerr Jr. is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Brynn Hadden is a financial advisor with LPL Enterprise in Troy, MI, holding Series 65 and Series 63 registrations and two years of industry experience. Prior to joining LPL Enterprise, Hadden worked at Pruco Securities LLC and held various roles including positions at Grand Valley State University and in retail and service industries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and participates in wrap programs, while also facilitating insurance product sales through affiliated entities.

Joi Rushing is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Outside of her advisory role, she serves as treasurer and chair of the budget committee for Tee Set Golf Club, a 501(c)(4) social golf club that raises funds for scholarships, and is a board member of Detroit Future City, a nonprofit focused on equitable and sustainable growth in Detroit. 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 developed by internal teams and third-party managers for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Stephanie Brown is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at infinex Investments, Inc. for eight years and Flagstar Bank for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a broad range of investment solutions including model portfolios, third-party asset management, and institutional platforms.

Cynthia Bardel Switlik is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2011 and brings expertise in personalized, goals-based wealth planning with a focus on integrated wealth management, portfolio risk management, and tax-efficient strategies. Cynthia works closely with clients on education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc. Cynthia earned a Bachelor's degree from Michigan State University and a Master's degree in Accountancy from Walsh College. Her advisory practice emphasizes objective, fiduciary management and utilizes the resources of Bank of America and Merrill to align investment strategies with clients’ individual situations. Outside of her professional role, Cynthia enjoys hiking, practicing yoga, and spending time with her family.

Geoffrey Orbach is a financial advisor at Ameriprise in Southfield, MI, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Sidhdharth Sheth is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services Inc. since 2008. He serves on the advisory committee of Orchard Lake Country Club, advising on financial operations, and has held board roles with Cranbrook, a private school, and Seen Magazine, a monthly social publication. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management to deliver customized financial solutions.

Carl Erickson is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Capital Analysts and Lyons Financial Group. Outside of advising, Erickson is a co-owner of Detroit National Brewing Company, LLC, a former beer company that now receives royalty payments from a brand sale, and serves as Treasurer on the board of the Sylvan Shores Improvement Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities and employs algorithmic automation overseen by dedicated committees to generate personalized retirement income recommendations.

Karen Balow is a Series 66-credentialed financial advisor with Raymond James & Associates, where she has worked for 20 years. She has 21 years of industry experience and is based in Birmingham, MI. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Smith is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial Services and Foresters Financial from 2013 to 2019. Outside of his advisory role, he has served on the executive board of the Detroit Athletic Club, including terms as director of hockey operations, vice president, and president. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, allowing advisors to utilize affiliated and third-party managers or create custom strategies.

Kelley Saros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Charles Anderson is a financial advisor with Morgan Stanley in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, Raymond James & Associates, and FSC Securities Corporation. He is also the owner of Trinitas Tax, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Melissa Russell is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is also a Notary Public for the State of Michigan, notarizing documents for Stifel clients. Stifel serves a broad range of clients, including high net worth individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.