Scott Hazelton is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his financial advisory role, Hazelton serves as a Reserve Deputy for the Oakland County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Brady Lewkowicz is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Consulting Group before joining Merrill and Bank of America in 2019. Outside of his advisory role, he consults on marketing for commercial properties through two separate consulting entities. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Maria Miriani is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals organize and maximize their financial lives through personalized wealth management strategies. Maria's client focus areas include college education planning, family wealth management, retirement income planning, tax minimization, and portfolio management services. With over 10 years of experience in investment strategy, retirement planning, financial planning, and risk management, Maria delivers strategies that align with her clients' unique goals. She emphasizes building long-term relationships grounded in education and transparent communication to empower clients in navigating their financial landscapes. Maria holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Michigan State University. Outside of her professional role, Maria enjoys gardening, horseback riding, music, reading, scuba diving, swimming, watching movies, and spending time with her family.

David Jozefiak is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of advisory roles, he participates as a movie extra and serves as president of Next Degree Financial, LLC, an insurance agency. OSAIC serves a diverse client base including individual and institutional investors, offering a range of investment advisory and brokerage services supported by proprietary asset-allocation tools and access to third-party money managers.

Christina Gaitley is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at Merrill from 1984 to 2024 before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services that incorporate advanced tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Michael Ottaway is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in investment advisory services. He focuses on developing personalized financial strategies for high-net-worth families, businesses, and organizations to help them achieve both short- and long-term financial objectives. His expertise includes college education planning, family wealth management, retirement income strategies, portfolio management, tax minimization, and philanthropic planning. Mr. Ottaway earned a Bachelor of Arts degree with a concentration in business from the University of Michigan in 1986. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, he serves as Chairman of the Grosse Pointe Farms Foundation and is a past President of the Detroit Athletic Club. He resides in Grosse Pointe, Michigan with his wife and two daughters.

Khalia Coleman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, she held roles at Sotheby's International Realty, Corewell Hospital, eXp Realty, Brookstone Realtors, and Chase Bank. She is also a licensed real estate salesperson in Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teri Prause is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for clients with assets managed within Ameriprise.

Gezim Kello is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work includes roles at Northwestern Mutual and Morgan Stanley. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Catherine Branch is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Patrick Martin is a CFP®-certified financial advisor with Morgan Stanley in Bloomfield Hills, MI, bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Justin Hulett is a financial advisor with LPL Financial in Troy, MI, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He has been with LPL Financial for 15 years. Outside of his advisory role, he is involved with Grand Slam Getaways, LLC, a short-term rental property business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jaime Wichlacz is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 credential and three years of industry experience. His prior work includes roles at The Guidance Center and the University of Detroit Mercy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, model portfolios, and retirement plan consulting.

Neil Dylewski is the Vice President, Wealth Planner at Fidelity Investments, where he focuses on partnering with clients to understand their unique financial visions and long-term goals. He leverages his knowledge, experience, and Fidelity's resources to co-create and maintain personalized wealth plans tailored to clients' income, investment, and wealth transference needs. Neil has held multiple roles at Fidelity Investments since 2013, progressing from Financial Representative to his current position. His earlier experience includes serving as a Wealth Planner at Cambridge Investment Research from 2006 to 2010 and as a Financial Representative at Northwestern Mutual Investment Services from 2003 to 2006. Outside of his professional work, Neil enjoys cooking and baking, spending time with family, fitness activities, kayaking, music, and outdoor adventures.

Fritz Tompkins is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans tailored to their specific needs. He collaborates with clients to manage risk and create strategies that address wealth planning, insurance, investments, tax-efficient investing, and estate planning to help maximize family wealth. Tompkins has been with Fidelity Investments since 2011, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Stock Plan Consultant, and Core Service Trading Representative. This progression reflects his extensive experience in the financial services sector.

Philip Dunham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience at the firm. He joined Merrill Lynch in 1979 and has dedicated his career to building relationships and supporting clients in achieving financial independence. His areas of focus include personal retirement planning, portfolio management services, and retirement income strategies. Philip graduated with honors from the University of Wisconsin at Madison in 1978, holding a bachelor's degree with a concentration in U.S. history and romance languages. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Philip enjoys reading, running, and swimming.

Steven Desmet is a financial advisor with Raymond James & Associates in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2002. He is also a partner in The Lost Cause Investment Club, a private investment group he has been involved with for over 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.

Nora Kolar is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The London Kolar Group. She began her financial services career in 1995 and joined Merrill in 2009. Nora focuses on helping high-net-worth individuals manage various aspects of their financial lives, designing and implementing wealth management strategies to pursue short- and long-term goals such as college education planning, retirement preparation, and legacy planning. Nora holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College and an associate's degree from Oakland Community College. Her experience includes working with clients during significant life transitions and providing guidance in areas such as family wealth management, divorce transition planning, and managing new wealth. Her personal experience with her daughter's health challenges has informed her belief in the connection between financial planning and health, motivating her to help clients prepare for retirement without added worries. Outside of her professional role, Nora enjoys music, traveling, and spending time with her two children in Berkley, Michigan.

Anthony Simon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a partner on "The BDGSW Group", a team of investment professionals that combine their industry knowledge and the global resources of Merrill to provide a full range of wealth management services to clients. Anthony assists clients by helping them manage their wealth to meet individual or institutional investment needs, including retirement planning, investment planning, estate planning strategies, wealth planning, and risk management. He also has experience with corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Anthony holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at The Wharton School of The University of Pennsylvania. He also holds the Certified Private Wealth Advisor (CPWA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at the Yale School of Management. He earned a Bachelor's Degree in Finance from Michigan State University's Eli Broad College of Business. Originally from Grosse Pointe, Anthony has been with Merrill's Bloomfield Hills office since 2018. Outside of his professional role, Anthony is involved with the community organization Our Lady Star Of The Sea. He enjoys spending time with family and friends, supporting Detroit sports teams, golfing, boating, cooking, running, and traveling.

Peter Nagy is a CFP® professional with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch from 2009 to 2022. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, MI. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.