Gregory Tarr is a financial advisor with LPL Financial in Washington, Michigan, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates a non-variable insurance business in Romeo, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Phillip Rosiek is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2019 and has previously held positions as an Investment Consultant at Fidelity Investments from 2014 to 2019, and as a Financial Consultant II at PNC Bank from 2006 to 2014. With over 15 years of experience, Phillip has served as a trusted advisor to many multi-generational families. He approaches financial planning as a partnership, co-creating wealth plans tailored to provide a roadmap towards financial peace of mind. His commitment to clients includes evolving relationships that adapt as clients and their families experience life changes. Outside of his professional work, Phillip has personal interests in biking, reading, and soccer.

Steven Briggs is a Wealth Management Advisor with over 40 years of experience, all of which have been with Merrill Lynch Wealth Management. He specializes in serving clients including business executives, owners, and professionals, focusing on investment advisory, cash management, and life cycle planning services. Steve leads The Briggs Group alongside financial advisor Jennifer Mains and client service associate Amy Irish, providing a comprehensive approach to clients' financial well-being. Throughout his career, Steve has developed many long-term client relationships that often span generations. He is recognized for his commitment to addressing a wide range of client needs such as estate planning, customized lending, and long-term care expenses. His approach includes ongoing client contact and adapting strategies to meet evolving financial goals. Steve holds multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree from Vanderbilt University and graduated from Culver Military Academy. He is a member of the Sigma Nu Fraternity and is involved with the Furniture Bank of Southeastern Michigan. Steve resides in Orchard Lake, Michigan, with his two grown children.

Mark Ligeski is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various affiliated firms since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice with an emphasis on diversified model portfolios and long-term strategies.

John Daugherty is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and PNC Wealth Management. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and broad investment offerings.

Robert Shiner is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., Ohio National Financial Services, and Austin Manning Inc. since 2009. OSAIC serves a broad range of retail and institutional clients across a multi-advisor platform, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports individual investors, retirement plans, charities, and corporate clients through various investment and financial planning programs.

Samuel Impastato is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. He specializes in delivering personalized retirement plan solutions designed to address the pre- and post-retirement needs of small business owners and their employees, supporting 401(k) sponsors with investment options, education, and plan services. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, tax minimization, and retirement income. Samuel earned a Bachelor of Business Administration in Finance and Economics from Michigan State University. He holds several professional designations, including the Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), underscoring his expertise in retirement planning and fiduciary responsibilities. In addition to his professional work, Samuel is active in his community and professional organizations. He is a member of the Detroit Athletic Club—where he serves on the Finance Committee—and the Red Run Golf Club, serving on the House Committee. He has also been involved with the Troy Kiwanis Club. In his free time, he enjoys golf, traveling, great food and wine, and spending time with family and friends.

Michael Boren is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill and Bank of America in 2019, he worked at Northwestern Mutual in various capacities from 2015 to 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Vannatter is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Jacob Mcguckin is a financial advisor with Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously with Axa Advisors. Outside of his advisory role, he participates in life settlements through Afshar Group on a volunteer basis. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Brandon Moore is a financial advisor with LPL Financial based in Bloomfield Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Triad Advisors, Inc. He is also involved as a speaker for White Glove Workshops, a seminar series based in Birmingham, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technology tools.

David Mietty is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he is the proprietor and owner of Claymore Clothiers LLC, a retail apparel business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Jennifer Goodman is a Series 66 licensed advisor with Merrill in Bloomfield Hills, MI, with eight years of industry experience. She has worked at Bank of America, NA and Merrill since 2018 and previously spent 11 years at Fifth Third Bank. Merrill, together 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 institutional investors.

Tammy Witzgall is a Series 63 licensed financial advisor with Merrill in Bloomfield Hills, MI, and has 26 years of industry experience. She has been with Merrill Lynch Pierce Fenner Smith, Inc. since 1998. Outside of her advisory work, she is a 50% owner of Discount Glass LLC, an auto sales and mechanical services business based in Bay City, Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Klunder is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at Zeeland Ace Hardware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and methodologies.

Laura Herfy is a financial advisor with Charles Schwab in Birmingham, MI, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at Empower Financial Services and Thrivent Financial, including Thrivent Investment Management. Outside of her advisory role, she serves as CEO of People of Impact, a nonprofit organization focused on leadership and support for veterans. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a centralized approach to custody, brokerage, and investment guidance.

Andrew McGuire is a Senior Financial Advisor and Associate Partner with MK Private Wealth, where he provides wealth management solutions to high net worth corporate and medical professionals, private equity professionals, and attorneys preparing for and transitioning to retirement. He also addresses the needs of the rising generation for many ultra-high net worth families served by his team. Prior to rejoining MK Private Wealth in 2018, Andrew worked in an advisory and planning capacity at Plante Moran Financial Advisors, supporting executives and business owners. Andrew's approach involves developing and implementing comprehensive wealth management plans to help clients achieve their goals amidst today's uncertain political, economic, and social environment. He collaborates closely with clients to make informed decisions and often serves as an objective second opinion within a top wealth management team. Andrew holds a Bachelor of Science in Finance from Oakland University and maintains FINRA Series 7, Series 63, and Series 65 registrations, as well as Life, Accident, and Health insurance licenses in Michigan. He has also earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, Andrew serves as a Deacon and member of the Praise Team at Christ Community Church in Sterling Heights, Michigan, and is a member of the Detroit Athletic Club. He enjoys spending time with his wife, Samantha, and being on the golf course.

Morgan Stinson is a Financial Consultant at Fidelity Investments, a role held since 2026. In this capacity, Morgan partners with clients and their families to develop personalized financial plans that align with their goals and values. Morgan emphasizes long-term partnership and provides guidance through life's transitions, market uncertainty, and evolving objectives. Morgan's experience at Fidelity Investments includes progressive roles, beginning as a Financial Representative in 2021, followed by positions as Relationship Manager from 2022 to 2023, and Planning Consultant from 2023 to 2025. This progression reflects a broad exposure to client relationship management and financial planning within the firm. Morgan's approach focuses on open communication, thoughtful planning, and simplifying complex decisions to help clients feel confident about their financial future.

James Gerrity II is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he serves as an adjunct instructor, teaching statistics and business analytics courses at Walsh College and Trine University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by advanced modeling tools and serves clients through both direct and corporate financial planning agreements.

Jack Kloka is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Securities America, Inc., Flexible Plan Investments, Ltd., General Nutrition Center, and Warren Screw Products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory arrangements.