Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

William Langdon Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at VOYA Financial Advisors. In addition, he has been involved with Landon Capital Management Inc. since 1997. 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, third-party asset management, and institutional platforms.

John Dreher is a financial advisor at OSAIC with 43 years of industry experience. He previously worked at Woodbury Financial for 18 years. Dreher holds Series 63, 65, and 66 licenses and is involved in several insurance-related business activities, including serving as president and board member of a fixed insurance agency. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party managed strategies.

Christopher Mollan is a financial advisor with LPL Financial in Farmington Hills, Michigan, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Mollan has engaged in activities such as proofreading a book and serving as a personal travel agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Damon Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach focuses on addressing individual objectives such as funding education, planning for retirement, managing healthcare costs, and achieving long-term family goals. He emphasizes simplicity and transparency throughout the wealth management process. Garcia holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Saint Mary's Preparatory and attended Oakland University.

Dan Thornton is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 1998, progressing through various roles including VP, Financial Consultant; VP, Regional Planning Consultant; Work Place Guidance Consultant II; Regional Consultant; Regional Education Consultant; and Financial Consultant. Prior to joining Fidelity, Dan worked as an Investment Executive at UBS and as a Personal Financial Advisor at American Express Financial Advisers (Ameriprise). Dan focuses on co-creating comprehensive wealth plans that help clients utilize employer benefits, accumulate savings, manage spending, protect assets, and transfer wealth. His approach incorporates principles of investing and income diversification tailored to client preferences. Outside of his professional work, Dan enjoys boating, bowling, cooking and baking, fitness, golf, and softball.

Andrew Mcculloch is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at GWN Securities and has been associated with Maximus Wealth Management for over 18 years. Outside of advisory work, he is also an attorney involved in estate planning and probate matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools while maintaining a broad non-advisory financial services network.

Kevin Wright is a Financial Consultant currently working at Fidelity Investments. He works directly with clients to develop financial plans that align with their goals, aiming to create strategies that help manage investment risks and provide clients with confidence and peace of mind regarding their financial futures. Kevin has accumulated extensive experience in the financial services industry, holding various roles at Fidelity Investments since 2014, including Financial Consultant, Vice President, and more recently, Financial Consultant. Prior to his tenure at Fidelity, he held positions such as Regional Vice President at Fisher Investments and roles in banking at KeyBank and JP Morgan Chase.

Keith Nast is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has held positions at Cetera Wealth Services, Concourse Financial Group Securities, Lincoln Financial Securities, and Independent Advisors Group. Nast also operates Nast Financial Solutions LLC, where he offers securities advice alongside life and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered firm servicing individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. It offers a multi-manager platform with various portfolio management, financial planning, and retirement service options across discretionary and non-discretionary programs.

Andrew Augustine is a financial advisor at LPL Financial with 22 years of industry experience and holds the Series 66 designation. His prior work includes roles at Infinex Investments, Comerica Securities, and Flagstar Bank, where he has maintained a longstanding association since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of financial planning and asset management solutions, supported by advisory representatives who use both proprietary models and third-party strategies.

Christie Nelson is a Series 66 licensed financial advisor with Merrill in Farmington Hills, Michigan, and has 25 years of industry experience. She has been with Merrill Lynch since 1994. Outside her advisory role, she works part-time in customer service at Chet Street Gallery on Saturdays. 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 a range of clients including individuals, corporations, and charitable organizations.

Ryan Marier is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 12 years. Outside of his advisory role, Marier is an insurance agent offering various insurance products and owns a legal entity that manages his business expenses and payroll. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a broad range of advisory and brokerage services through a multi-advisor platform.

Robert Tracy is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance, Culvers, and GNC. He also has experience at Michigan State University. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kristin Glahn is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2013, including prior roles at Concorde Asset Management and Concorde Investment Services. 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 institutions.

Daniel Gardner is a CFP® professional with 30 years of industry experience. He has worked at OSAIC since 2018 and previously spent 23 years at Signator Investors, Inc. Gardner serves on the board of University Presbyterian Church and has participated as a guest speaker for Oakland University’s planned giving department. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth households, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and use of third-party managers alongside proprietary strategies.

Jonathon Kugler is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Northwood University, and Mens Wearhouse. Kugler has also been involved with Mden Inc for several years. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erick Michaelson is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Erick was a Financial Advisor at PNC Investments from 2017 to 2022. Erick's professional approach focuses on the integration of personalized financial planning and investment management, aiming to align clients' priorities with comprehensive planning services covering areas such as retirement and legacy strategies. Outside of his professional responsibilities, Erick engages in activities including cooking and baking, family activities, golf, reading, running, and sailing.

Angela Moyer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked at Ameriprise Financial Services, Inc. for 15 years and spent seven years with Avantax Advisory Services and related entities. Angela also operated D.A.M. Taxes LLC for one year. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jack Guiboux is a CFP® certificant affiliated with Charles Schwab, with five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Widr, UBS, and Noble Capital Partners LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, supported by a centralized operational structure.

Jeffrey Rogers is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, he spent three years at Detroit Labs. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.