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.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 33% ownership interest in a new home construction business, Daleview Construction, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. Their advisory process is IPS-driven and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

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 with OSAIC, holding a Series 66 designation and six years of industry experience. Prior to joining OSAIC in 2020, he worked at Saginaw Valley State University and has been involved with Complete Enterprise since 2014. He is also engaged in sales and marketing of fixed annuities, securities, and investment advisory products through Michigan Financial Companies and Fathom Financial Partners. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various platform programs, combining multiple advisory platforms under one umbrella.

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.

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.

Abigail Huisinga is a financial advisor with Raymond James & Associates in Novi, Michigan, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Raymond James, she worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is involved with Ward Church, where she leads music for Sunday services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.

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.

Josh Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Josh worked as a Financial Planner at Michigan Financial Companies and as a Financial Advisor at Edward Jones. Josh's professional focus involves delivering comprehensive financial and investment planning services to help clients work toward long-term financial success. He is committed to guiding clients through their financial journeys, from the beginning stages to retirement preparation, emphasizing clarity, confidence, and peace of mind through personalized strategies. Outside of his professional work, Josh has interests in baseball, football, hiking, pets, and traveling.

Angie Leaser is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Financial Advisor at Edward Jones from 2019 to 2023. Angie partners with her clients to create clear, personalized financial plans to help them make informed decisions regarding their futures and pursue the lives they have worked hard for. Her professional experience spans several years in financial advisory roles, focusing on retirement planning and personalized financial strategies. Angie values clear communication and collaboration with clients to ensure their goals are met. Outside of her professional work, Angie enjoys spending time with family and friends, boating, cooking and baking, and participating in community volunteer efforts.

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.

Mark Jubas is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2017. In addition to his advisory role, he is a licensed CPA who has been providing tax preparation services for corporate, partnership, and personal income tax returns since 1996. He also serves as a Principal Financial Analyst at DTE Energy, a position he has held since 1997. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Ambrosina Baskett is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following seven years at Fidelity Brokerage Services LLC and eight years at Sigma Financial Corporation. Outside of her advisory role, she is a partner at A & J Real Estate Management LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Daniel Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Jennings Wohl Group within the Global Wealth and Investment Management group at Merrill. Daniel applies his capital markets experience to design customized portfolios aligned with clients' objectives, time horizons, cash-flow needs, and investment preferences. He is skilled in communicating complex topics clearly and is knowledgeable in trust and estate planning, customized credit, wealth strategy, and philanthropy. Prior to joining Merrill, Daniel spent over ten years with JP Morgan's Private Bank, where he held increasing responsibilities and served as an Executive Director, running the investment practice for the State of Michigan and directing ten investment professionals. He began his financial services career in 2006. Daniel holds a Bachelor's Degree from the University of Michigan, where he was a member of the basketball team, earning Academic All-Big Ten honors and the Bodnar Academic Achievement award. He is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He serves on the boards of the Jewish Federation of Ann Arbor and the Michigan Jewish Sports Foundation. Daniel resides in Ann Arbor with his wife, Sara, and their three children.

Christian Olson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering goal-based financial guidance tailored to clients' priorities. He works with individuals and families to develop personalized strategies for investing, retirement planning, wealth preservation, and achieving financial goals. Christian's expertise includes college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his current role, he built his career in corporate finance, where he partnered with business leaders on financial planning, analysis, and profitability optimization. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. In his personal life, Christian enjoys boating, football, golfing, soccer, spending time with his family, and traveling.

Rukiya Nur is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at the State of Michigan Unemployment Insurance Agency for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Camille Harrison is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial and working as an independent financial advisor since 2012. Outside of her advisory role, she serves as vice president of a sustainable farming operation. LPL Financial is a national investment advisory and broker-dealer firm serving a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by research and technology-driven investment strategies.

Randy Malloy is a financial advisor at LPL Financial with 10 years of industry experience. He has held roles at LPL Financial since 2018 and previously worked at Hantz Financial Services from 2016 to 2018. He holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.