Robert Potter is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing a restaurant and bar business in Ferndale, MI, and serves as Managing Director of Generational Consulting Services, LLC, which provides payroll and business account services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering tailored recommendation reports that incorporate detailed income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, emphasizing managed accounts and utilizing algorithmic tools overseen by dedicated committees.

Taylor King is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, King worked at the Department of Defense and has a background that includes roles at Lucianos and Aloia & Associates. Outside of advisory work, King is the CEO and founder of Naturally King LLC, a business that sells all-natural skincare products through local vendor shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written, holistic financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separate service functions.

Todd Hoover is a financial advisor with LPL Financial in Macomb Township, MI, holding Series 63 and Series 65 designations and 41 years of industry experience. He previously worked for National Planning Corporation for 10 years before joining LPL Financial in 2017. Hoover also has experience as a fixed insurance and annuity agent and operates Hoover Financial Services as a DBA for his LPL business. 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.

Grant Juth is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2019 and previously held positions at Milwaukee Tool, Team TTI, and the University of Michigan. He holds a Series 66 designation. 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 proprietary research and capital markets solutions.

Peter Andrew is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., based in Troy, MI, with eight years of industry experience. He has worked at Raymond James since 2018 and also has a role with FCA, US LLC since 2010. Outside of his advisory duties, Andrew serves on the advisory board of Jeep Jamboree USA, participating in business decisions and client engagement activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs through a large network, with capabilities in municipal and public finance and specialized offerings like SIMPLE IRA Employer Advisory & Consulting Services.

Wade Masen is a financial advisor with LPL Financial, holding a Series 63 credential and over 40 years of industry experience. His prior roles include long tenures at Sigma Planning Corporation, Sigma Financial Corporation, and Masen, Frantz & Associates. Outside of his advisory work, he has involvement with insurance sales through WMS LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kurt Schuster is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2010. He provides personal income tax preparation and planning services through Qolity Tax and is involved in other business ventures including a business ownership role at MOB Industries. 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 a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research resources.

John Farah is a CFP® with 43 years of industry experience, currently serving at UBS Financial Services in Troy, MI since 2008. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management.

David Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2009, entering the business with a background as an analyst. Since 2012, he has been a part of Merrill Lynch and serves as one of five partners of the BDGSW Wealth Management Group, where he provides strategic direction and investment policy for the team. David's expertise includes family wealth management strategies, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He employs a disciplined method developed over years to build tailored investment portfolios and aims to understand the full picture of a family's finances to align assets with central family goals. He holds a bachelor's degree from Northwood University and has completed executive education programs at Yale School of Management and The Catholic University of Michigan. David is a CERTIFIED FINANCIAL PLANNER (CFP) professional, holds the Certified Investment Management Analyst (CIMA) designation, and is a Personal Investment Advisor (PIA). Beyond his professional work, he serves on community boards including the Priests' Pension Board of the Archdiocese of Detroit and the Catholic Youth Organization, reflecting his commitment to community involvement.

Maria Victoria Fought is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. She is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Daniel Welsh is a financial advisor with RBC Capital Markets, LLC in Bloomfield Hills, Michigan. He holds the Series 66 designation and has eight years of industry experience, including seven years at UBS Financial Services Inc. His prior work history also includes roles at Okeefe LLC, Dicks Sporting Goods, and the University of Mississippi. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning solutions, leveraging both in-house and third-party investment managers.

Harrison Bowman is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial in 2024, he was with Cambridge Investment Research, Inc. from 2022 to 2024. 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, with advice delivered primarily by investment adviser representatives using a range of strategies and tools.

Grant Cobb is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Axa Advisors, Prudential, Cushman & Wakefield, and Bordine's Nursery. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through Investment Adviser Representatives, third-party managers, and affiliated asset managers, emphasizing fiduciary services and diverse investment options.

Michael Teller is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Equitable Financial Life Insurance. Outside of his advisory work, he is involved in youth sports coaching through Coerver Coaching. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm’s services are delivered on a non-discretionary basis and incorporate an ESG eligibility framework when recommending investment strategies.

Julie Groulx is a financial advisor with LPL Financial in Oxford, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor firm since 1997. Outside of her advisory role, she is involved with Velovita, a nutritional company based in Plymouth, MI. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Anthony Layne is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has held various roles in both financial services and other sectors, including positions at Grubhub, DoorDash, and Michigan State University. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and personalized approaches to deliver retirement income strategies primarily for clients maintaining assets within Ameriprise-managed accounts.

David Ballantyne is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Kovack Advisors, Inc., Cuso Financial Services, and Key Investment Services LLC. Outside of his advisory work, he operates Ballantyne Insurance Group, an insurance agency, and serves as a notary in Michigan. 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 a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supporting advisors with research and operational tools.

Gregory Malec is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior firms include Managed Asset Portfolios, LLC, and he has had two separate tenures at Raymond James & Associates since 2010. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Nicholas Patrico is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley and Gregory J. Schwartz & Co., Inc. Outside of advisory work, he is the owner of Geneva Contracting and Development LLC, a business involved in real estate acquisition and construction contracting services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Tanisha Farmer is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.