Sarah Sabi is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has worked at Merrill since 2018 and previously held positions at eTitle and Orlans PC. 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 variety of client types including individuals, pension plans, and charitable organizations.

John Reynolds is a financial advisor with LPL Financial in Farmington, MI. He holds Series 63 and Series 65 designations and has 42 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services from 2003 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and research.

Daniel Maldonado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he worked at The Huntington Investment Company and Huntington National Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Andrew Howe is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at Adient and Cooper Standard Automotive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brent Ussary is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Mass Mutual in 2025, he worked at Northwestern Mutual in various capacities from 2011 to 2025. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual planning engagements using firm-approved software and a range of investment programs and educational seminars.

Bethany Curtiss Phyle is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2011 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Julie Rieseck is currently a Market Leader at Fidelity, where she leads a Market of Investor Centers and partners with Branch Leaders and their teams to deliver on the company's Standards of Care. In her role, she focuses on managing and supporting branch operations to ensure effective service delivery. Julie has held several positions at Fidelity, including Vice President and Branch Leader from 2022 to 2025, and Regional Coaching Consultant from 2021 to 2023. Her experience reflects a progression through leadership and coaching roles within the organization, contributing to her expertise in branch management and team development.

Laura Sullivan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Allesandro Dutta is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 credential and has worked at Fisher Investments since 2018, following prior roles at Plante Moran Financial Advisors and a brief period of unemployment. Fisher Investments serves a global client base that includes institutional and private investors, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment decision process combining quantitative and qualitative analysis and provides services such as sub‑advisory and retirement plan management.

David Miazgowicz is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Merrill and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Arthur Fader is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as the church treasurer for the Baptist Church of Hadley, dedicating 30-40 hours per month. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with personalized wealth management and research-driven portfolio strategies.

Corrine Clark is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2020, with prior experience at CCO Investment Services Corp beginning in 2010. Outside of her advisory role, she is involved with Allen Wealth Strategies, where she manages account relationships and assists with investment paperwork. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a wide range of securities managed on either a discretionary or non-discretionary basis.

Michael Dagher is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 licenses and with 35 years of industry experience. He has been with LPL Financial since 1998 and also has involvement with Simoni Oil Corporation since 1989. Outside of his advisory role, he has engaged in mortgage brokerage services through Veracity Mortgage of Michigan, LLC and acts as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Christopher Whitmore is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016, including nine years at Morgan Stanley Private Bank, N.A. Whitmore serves on the booster board for United Farmington Girls Lacrosse in Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Aiden Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding individuals, families, professionals, and business owners toward lasting financial security through comprehensive planning and behavioral coaching. Aiden builds lasting relationships rooted in trust and personalized guidance, aiming to help clients make confident financial decisions. He became a Financial Advisor because he believes everyone deserves a clear financial plan and a trusted partner to navigate life's opportunities and challenges. He holds a Bachelor's Degree from Grand Valley State University and is a Personal Investment Advisor (PIA).

Jeffrey Davies is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Raymond James & Associates, where he has served since 2019. Outside of his advisory role, he owns a rental property in Marco Island, Florida. 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, institutional clients, and pension plans, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Ross Leonard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Wealth Strategies Financial Group and Minnesota Life Insurance Co, among others. Leonard is also a member of BNI, a networking group that facilitates business referrals among members. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement plan services. The firm operates as a multi-manager platform, providing access to both affiliated and third-party investment strategies across various program structures.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.

Jon Schafer is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Based in Brighton, MI, he currently serves clients through Ameriprise Financial Services, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement solutions, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Jeffrey Hakes is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has held prior roles at First Command Advisory Services and Bankers Life. Outside of his advisory work, he is involved in selling fixed insurance products and providing health insurance advice through his own related businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, 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 featuring both affiliated and third-party managers.