Tami Vongerichten is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000 and Bank of America, N.A. since 2014. Outside of her advisory role, she serves as a power of attorney for her parents. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Joseph Panfil is a financial advisor with LPL Enterprise in Troy, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his work at LPL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products within an integrated platform.

Allen Rosin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1979 and currently assists clients by helping them build wealth management strategies tailored to their individual needs. Allen emphasizes a comprehensive approach to managing wealth, focusing on listening to clients and supporting informed decision-making throughout the development of their financial strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Allen earned a Bachelor's Degree from Michigan State University. His approach includes offering contrarian fixed income portfolio management through the Merrill One Investment Advisory Program.

Salvatore Finazzo is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase entities since 2015. He is also a partial owner of Matanaka LLC, an investment property business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage and investment management capabilities.

Mark Napolitano is a financial advisor at Raymond James & Associates with 30 years of industry experience. He has held his position at Raymond James since 2003. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Dinesh Chawla is affiliated with LPL Enterprise and holds a Series 66 designation. He has extensive experience in legal services through his role at Chawla Legal Group, PLC, where he has worked since 2018, and previously provided compliance consulting at Gemini Compliance Strategies from 2015 to 2022. He also serves as a Notary Public. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to brokerage and insurance products through an integrated platform.

Joseph Ghanem is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Outside of his advisory role, he holds interests in several investment-related businesses focused on real estate management and serves as president of a medical center condominium association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services primarily in an advisory capacity.

Amy Roberts is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior work includes 24 years at Comerica Securities and three years at Ameriprise. Outside of advisory work, she is involved in independent insurance brokering. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven investment strategies.

Nicholas Robinette is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., DoorDash, and several other organizations. He has also been affiliated with Lawrence Technological University for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Kailen Hudson is a financial advisor with LPL Enterprise, holding the Series 66 designation and beginning his advisory career in 2025. He has prior work experience at TSM Corporation, Airboss Flexible Products, FedEx, and multiple other companies. Outside of advising, he is involved with TSM Corporation in a non-investment-related role and is also engaged in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Daniel Keller is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2008. 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 wide range of clients—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Luke Miracle is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Michael Bochenek is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technologies.

Chris Wilker is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Outside of his advisory work, he owns rental properties in Longboat Key, FL, and Glen Arbor, MI. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Spencer Doty is a financial advisor with Edward Jones in Royal Oak, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is involved in managing several commercial real estate and rental property LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Malcolm Tippins is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Tippins serves as a board member for Harbour Pointe on the Lake, helping manage the subdivision. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. She joined the Huntsman Ludlow group in 2014 after earning her Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, where she graduated magna cum laude and was a member of Phi Beta Kappa. She became a financial advisor in 2015 and a CERTIFIED FINANCIAL PLANNER® practitioner in 2019. Karen's role includes managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She focuses on areas such as education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. She lives in Grosse Pointe with her husband Keith and son Jack. Outside of work, Karen's interests include music, running, and tennis.

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. 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 and pension plans, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

Logan Priebe is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AXA Advisors, United Shore Financial Services, and American Eagle Outfitters. Priebe operates a separate business under the name MAINSTREET FINANCIAL SERVICES. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.