Darrec Muraca is a financial advisor with Mass Mutual Investors Services in Southfield, MI. He holds the Series 66 designation and has three years of industry experience. His prior work includes positions at Continental Services and International Specialty Tube. MassMutual 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 collaborative annual planning engagements using firm-approved analytical tools and delivers written recommendations without discretionary authority.

Michael Johnson is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors for over two decades. Outside of his advisory role, he serves as Treasurer of the Kappa Alpha Psi Southfield Alumni Foundation and works as a gate agent at DGS Metro Airport. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, utilizing various advisory programs and emphasizing individualized financial planning.

Melissa Smith is a financial advisor at Edward Jones in Livonia, MI, holding a Series 66 designation with eight years of experience at the firm and two years prior experience at Modern Builders Supply Inc. She has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Ogrodnick is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, having worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Co, Cetera, and Summit Brokerage Services. Outside of his advisory role, he is involved with the Detroit Red Wings Alumni Association through charity hockey games and appearances and engages in signing hockey memorabilia and producing related fan videos. 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 arrangements, and a range of brokerage and insurance products via an integrated platform.

Stephen Blahunka is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked for Bank of America and Merrill from 2009 to 2024. He serves as a board member for the Children’s Foundation in Detroit and for the Pediatric Institutional Review Board at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with an emphasis on client-directed implementation and a broad range of investment services.

Bassem Moez is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Moez serves as board secretary for Oakland International Academy, a volunteer role overseeing school operations in underserved communities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

Susan Van Spybrook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lester Houge Jr. is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes positions at Oracle, Lyft, Axa Advisors, and currently Amazon. Outside of his advisory role, he owns an Amazon delivery service. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to implement client recommendations.

Jackie Boesman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Quicken Loans and Dynamic BDC, as well as positions at the University of Maryland Global Campus. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Michael Collins is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since 2006, he has provided customized wealth management advice, focusing on understanding his clients’ individual priorities and delivering strategies that adapt to changing market conditions. His practice areas include college and education planning, family wealth management, legacy planning, liquidity management, retirement income, portfolio management, individual and corporate investment strategy, and tax minimization. He holds a Bachelor's Degree from the Eli Broad College of Business at Michigan State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael resides in the Grosse Pointe area with his wife and three sons. He participates in community volunteer work consistent with Merrill’s tradition of community involvement. Outside of work, he enjoys golfing and spending time with his family.

Dawn Chaltraw Levy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Quicken Loans. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Luke Skillman is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and joining the firm in 2026. He has previously worked at Dell Technologies and Michigan State University in various roles. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Hozeska is a financial advisor at OSAIC with five years of industry experience and holds a Series 66 designation. He has been with OSAIC since 2020 and previously worked at Saginaw Valley State University. Outside of his advisory role, he is involved in sales and marketing of fixed annuities, non-variable insurance, and securities through Michigan Financial Companies and Fathom Financial Partners. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to construct portfolios that include a broad range of investments.

Derek Salliotte is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2010 and 2014, respectively. Outside of his advisory role, he serves as a Finance Committee Member for the Grosse Ile Golf and Country Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kristo Cule is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. His work history includes roles at MassMutual Life Insurance Co and Rocket Central. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools.

Daniel Haddad is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Concourse Financial Group Securities Inc and Eschels Financial Group, where he worked for 18 and 9 years respectively. Outside of his advisory role, he owns Fowling Warehouse LLC, a recreational business combining football and bowling. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated or third-party managers to deliver tailored investment solutions.

Jennifer King is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Anthony Kallabat serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He leverages over 15 years of experience in financial advising, having worked with both institutional and personal clients across banks and brokerage houses. His approach involves understanding clients' individual circumstances and goals to develop personalized financial strategies. Anthony holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute at the Wharton School of Business and has the Personal Investment Advisor (PIA) designation. He earned his Bachelor's Degree from Davenport University. Anthony specializes in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He is recognized for combining his analytical skills with a client-focused approach to build customized portfolios tailored to individual needs and risk tolerances. Residing in Grosse Pointe Woods with his wife Vicky and their three children, Ben, Sophia, and Cole, Anthony is active in his community. He serves as a board member of the St. John Hospital Foundation and chairs the St. John Guild Golf Outing. His personal interests include cooking, golfing, ice hockey, music, spending time with family, and watching movies.

Malik Amine is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Wealth Strategies Financial Group and Securian Financial Services, among other firms. Outside of finance, he is involved in wrestling through multiple roles, including owning a media company producing wrestling videos and podcasts, directing training camps, and broadcasting Michigan Wrestling events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Kathleen Lofton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with J.P. Morgan entities since 2012, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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, distribution, and investment management capabilities.