Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Blake Beebe is a Series 66-credentialed financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2015, and previously held roles at Morgan Stanley and Merrill. Beebe also operates BLB Services, a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Duane Smith is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisor Group and LPL Financial since 2012, following a prior position at Edward Jones. Smith operates DJ Smith Financial Services as a DBA for his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model that integrates proprietary technology platforms and a combination of in-house and third-party investment strategies.

John Kish Jr. is a financial advisor with Ameriprise, holding Series 63, 65, and 66 designations and possessing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is a co-owner of a property management business in Northville, Michigan, and is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Carl Oleson III is a financial advisor at Raymond James Financial with 50 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes leading roles in his own firms, including Oleson Financial Group and Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique municipal advisory capabilities alongside innovative employer advisory programs.