Kimberly Houston

David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice. David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018. Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”

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®)

When I was 5 years old, I started going to work with my dad at one of his 7 diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. He usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute of it! Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke, along with my mom & dad’s entrepreneurial spirit, shaped who I am today. Whether it was graduating college as a double major with honors in 3 years, or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.

Antoneta Berishaj is the Sales Manager for the Greater Houston Market at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2000 and has held roles including Complex Administrative Manager overseeing offices in Texas and Louisiana. Her background as a registered FINRA Principal Supervisor contributes to her comprehensive understanding of risk management in wealth advisory. Her expertise encompasses family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among other areas. Antoneta holds FINRA registrations including Series 3, 7, 9, 10, and 66, and maintains licenses with the Texas Department of Insurance and the National Mortgage Licensing System (NMLS ID:1163440). She earned a Bachelor's degree in Applied Arts and Sciences from Lamar University. Antoneta resides in Spring, Texas with her wife and three children. She is involved with the Klein Independent School District and has personal interests that include boxing, fishing, and music.

Matthew Moceri is a Senior Financial Advisor at The Moceri Group of Merrill Lynch Wealth Management. He works with families, entrepreneurs, and business owners who seek personalized wealth management strategies that address the complexities of significant wealth. His approach combines disciplined investment management with detailed planning for preserving, growing, and transferring wealth. Matthew leverages the resources of Merrill and Bank of America to help clients navigate liquidity events and structure multigenerational wealth plans. His expertise encompasses a broad range of client focus areas, including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Matthew holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Tiffin University. Matthew is committed to working closely with clients to develop personalized financial strategies tailored to their long-term goals. He also participates in community service, dedicating time to volunteer with local organizations. Outside of his professional work, Matthew’s interests include cooking, fishing, golfing, hunting, pickleball, reading, soccer, and traveling.

Jake Cain is an Investment Consultant at Fidelity Investments, where he focuses on helping clients build confidence in their financial futures through personalized financial plans tailored to their unique goals. He emphasizes forming strong relationships by simplifying complex financial decisions and prioritizing client happiness. Prior to his current role, Jake worked as a Financial Advisor at UBS from 2022 to 2025. His professional experience spans various aspects of financial advising and investment consulting. Outside of his professional work, Jake has personal interests in baseball, football, and golf.