Anita Taymore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Fidelity Investments, JP Morgan Securities, and Primerica Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering both brokerage and advisory solutions.

Patrick Moran serves as a Wealth Management Advisor with AMDG Wealth Management, affiliated with Merrill Lynch Wealth Management. He holds the title of Senior Portfolio Manager and has been working closely with ultra high net worth families since 2014. His professional focus encompasses wealth planning, analysis, and asset allocation, aiming to assist clients in managing and preserving significant wealth effectively. As a Senior Portfolio Manager, he manages personalized and defined strategies on a discretionary basis, incorporating various investment approaches including individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Patrick's experience includes guiding families through the complexities of wealth management by addressing broader considerations beyond investments, such as planning, lending, philanthropy, and liquidity events. His advisory approach emphasizes understanding each family's unique values and goals, with services tailored to areas including college education planning, divorce transition planning, legacy planning, and tax minimization. He is recognized for his role in helping clients achieve financial success while maintaining a focus on consistent and prudent investment strategies. Originally from Michigan, Patrick earned a Bachelor of Science degree in Business from Le Moyne College. He holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Patrick resides in Bloomfield Hills, Michigan, with his wife and children. Outside of his professional duties, he enjoys golfing, ice hockey, traveling, and spending time with his family.

Bryce Hemker is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. from 2010 to 2024 before joining OSAIC in 2024. Outside of advisory services, Hemker is president of MPA, Inc., which provides life insurance sales, and serves as principal of Midwest Pension Actuaries, Inc., specializing in plan design, compliance, consulting, and administration. OSAIC is a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services including financial planning, portfolio management, and retirement plan consulting. The firm employs a model-based investment process and supports a variety of client strategies through its extensive network of affiliated broker-dealers and registered investment advisers.

Christian Atabong is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Clarkston Capital Partners and JPMorgan Chase Bank, N.A. before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Raymond Trepanier Jr. is a CFP® professional with 20 years of experience in the financial industry. He has worked at OSAIC since 2018 and previously spent 12 years with Signator Investors Inc. Outside of his advisory role, he maintains an active license used for personal projects that benefit from builder discounts. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by various investment programs and third-party money manager options.

Mark J. Sharkey is a financial advisor with UBS Financial Services in Livonia, MI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Lauren Wenzel Okwara is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank, N.A. Outside of finance, she has experience with Shift Digital and has an academic background from the University of Notre Dame. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Griffin Horne is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America and Merrill since 2017, as well as time at the Ron Blue Institute and Indiana Wesleyan University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shailly Misra is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at firms including Superior National Bank, JPMorgan Bank, and Fifth Third Bank. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise funds, model portfolios, and registered investment companies.

Christopher Leone is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at MassMutual Life Insurance Company, CKL Global, and Quicken Loans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software to provide written planning recommendations, focusing on investment categories and strategies.

Dennis Lavoy is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP® designation and the Series 63 license. His prior firms include Telos Financial, FSC Securities Corporation, and Michigan Financial Advisors. He serves on the Board of Directors for the Community Foundation of Plymouth and is also a board member, secretary, and treasurer for the Community Financial Credit Union. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting a range of investment programs and strategies.

Sheryl Hale is a financial advisor with Morgan Stanley in Troy, Michigan, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and access to various investment products and strategies.

Victoria Yates is a financial advisor with Equitable Advisors in Troy, MI. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, she worked at Daniel Snow Tax Company and has been involved with Saylor's Front Street Pizzeria since 2022. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party sponsors.

Gilbert Toth is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Ameriprise in 2022, he worked for Cambridge Investment Research Advisors and Genesis Financial Partners for over two decades. He is also vice president of Hycki Toth Incorporated, where he develops client financial plans and manages portfolio strategy. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services, using a centralized consulting team to deliver non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Brock Becker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2003, he has focused on helping clients and their families develop goal-oriented strategies tailored to their personal and financial objectives. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Brock holds a bachelor's degree from Madonna University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows Merrill’s tradition of community engagement, volunteering with local organizations. Outside of his professional work, Brock enjoys biking, golfing, and soccer, and he and his family actively participate in soccer through playing, coaching, and volunteering.

Arthur Onyx is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with LPL Financial since 2009 and has operated Arthur F. Onyx Accounting, specializing in tax preparation and bookkeeping, since 1980. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Brannan is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary capital market research with wealth management services and institutional trading capabilities.

David Hudspeth is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1981 and holds Series 63 and Series 66 licenses. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Jessica Pauly is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and Dale P. Robinson. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process is model-based and emphasizes asset allocation and portfolio optimization using various analytical tools and third-party managers.

Larry Wood serves as a Client Experience Advisor at Merrill Lynch Wealth Management, where he collaborates with clients to understand their financial situations and presents solutions through Merrill and Bank of America. His approach focuses on uncovering what matters to clients and their families to help develop strategies that pursue their financial goals. With a background as a former collegiate and semi-professional baseball player, Larry brings discipline and a competitive drive to his financial advisory role. He holds a Bachelor's and a Master's degree from Northwood University, including an MBA with a concentration in Finance, and possesses multiple professional designations, such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Larry's expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and sports and entertainment financial services. He maintains community involvement with organizations including the Bay Area Family YMCA, Northwood "Go M.A.D.", the Salvation Army, and participates in Walled Lake Western Baseball.