David Harden

ABOUT THRIVE RETIREMENT SPECIALISTS Standing out from our industry’s b#llsh!t, we introduce a new business model that applies the latest retirement research to deliver “reality-based” retirement planning, representing an evolutionary step forward in how people prepare for and thrive during retirement. We arm you with a framework to make better decisions based on your unique circumstances, enabling you to avoid unnecessary sacrifices symptomatic of following conventional “rules of thumb” intended for the masses. The result is living a more rewarding life optimized for contentment. ThriveRetire is an all-in-one, flat-fee service that includes: • Retirement Planning • Tax Planning • Investment Management • And more! ABOUT MICHAEL NEMICK, CFP® Prior to founding Thrive Retirement Specialists, Mike was a Senior Financial Planner, serving high-net-worth clients and mentoring other financial planners. Mike has guided more than 240 high-net-worth individuals and families with aggregate investable assets of nearly $500 million on all aspects of their financial well-being, including retirement planning, investments, tax planning and preparation, and goal clarification. EDUCATION: • BBA of Personal Financial Planning, Western Michigan University CREDENTIALS: • CERTIFIED FINANICAL PLANNERTM (CFP®)

Isaiah Montgomery is a Financial Consultant currently working at Fidelity Investments since 2022. He has 15 years of experience in the financial advisory industry, having held positions at several firms including TD Ameritrade, Ameriprise Financial, Merrill Lynch, and Morgan Stanley. Throughout his career, he has focused on helping investors plan for their retirement lifestyles and legacy planning. Montgomery collaborates closely with clients and his team to create and adjust financial roadmaps tailored to clients' evolving life circumstances. He emphasizes building relationships based on trust by understanding clients' families and goals. Outside of his professional work, Isaiah enjoys golf, movies, and outdoor adventures.

Antonino Aluia is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, institutional and corporate benefit services, legacy planning, managing new wealth, personal retirement planning, and retirement income. Antonino works closely with clients to develop personalized financial strategies that align with their unique financial situations, family dynamics, and long-term investment goals. With a commitment to reducing the stress associated with financial management, Antonino emphasizes thoughtful planning, disciplined portfolio management, and building lasting client relationships. As part of an experienced Merrill team, he leverages industry-leading resources to help clients pursue their goals. Antonino holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Michigan State University. He is also affiliated with the Sigma Nu Fraternity. Outside of his professional role, Antonino lives in Shelby Township, Michigan with his wife, Katie, and their four children. He enjoys spending time with family and friends, as well as participating in activities such as golfing, cooking, various sports, and traveling. He is also active in community volunteer work, reflecting his dedication to the Merrill tradition of community involvement.

Richard Kwasnik is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to develop financial plans that align with their personal and family goals, emphasizing diligence, communication, and understanding throughout the process. He has been with Fidelity Investments since 2021, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to that, Richard worked as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2017 to 2021. Outside of his professional responsibilities, Richard has interests in cars, football, military service, running, and volunteering.

Connor Travis is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, working in various roles including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, Connor worked as a Financial Consultant at Equitable Advisors AXA Advisors from 2018 to 2021. Throughout his career, Connor has focused on collaborating with families to address their unique financial goals, needs, and dreams. He emphasizes a holistic approach that aims to ensure confidence and comfort throughout the financial planning process. Connor values the meaningful responsibility of assisting families in pursuing lifelong dreams. No additional information about his education, credentials, personal interests, or community involvement was provided.