Evan Storozhenko is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Mercantile Bank and worked in several roles at Michigan State University and other organizations. 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 a range of individual and institutional clients.

Kenneth Pallach is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley entities since 2009, currently serving at Morgan Stanley Private Bank, N.A. in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include integrated planning without individual security recommendations as part of standalone programs.

Chris Liparoto is a Wealth Management Advisor with over 30 years of experience in providing financial and wealth management advice and services. He is a Managing Director at Merrill Lynch Wealth Management, where he supports clients including families, business owners, retirees, and professionals in pursuing their financial goals through customized strategies. His areas of focus include wealth management, investment-based strategies, estate and wealth transfer, money management selection, as well as financing and treasury management strategies for small businesses. Chris holds a Bachelor's degree in Economics and Sociology from Michigan State University. He has earned the Certified Investment Management Analyst (CIMA) designation, the Certified Plan Fiduciary Advisor (CPFA) designation, and the Chartered Retirement Planning Counselor (CRPC) designation. His credentials reflect his commitment to professional standards in financial planning and wealth management. Residing in Oakland Township, Michigan, Chris lives with his wife and four sons. He and his family are actively involved in sports and music, and they enjoy traveling together, including annual trips to Colorado. Chris has been involved in community service for over 15 years, serving on various nonprofit boards. He currently serves on the Board of Directors for Notre Dame Preparatory School in Pontiac, Michigan.

Scott Faulkner is a Senior Financial Advisor at Merrill Lynch Wealth Management with 28 years of experience. He focuses on offering a comprehensive approach to managing wealth by understanding clients and their financial situations, then creating customized strategies that adapt to changing needs and market conditions. Scott provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. Throughout his career, Scott has guided individuals, families, and organizations through complex financial decisions with an emphasis on simplifying challenges and prioritizing people. His expertise includes strategic planning, team leadership, relationship building, and guiding clients through change and transition. He has also been involved in mentoring younger advisors and collaborating across departments to ensure consistent client success. Scott holds a Personal Investment Advisor (PIA) designation, a Bachelor's Degree from Western Michigan University, and a High School Diploma from Lahser High School. He follows Merrill's tradition of community involvement and volunteers with organizations such as the Karmanos Cancer Institute Partners. Outside of work, he enjoys activities including boxing, football, golfing, ice hockey, reading, soccer, spending time with his family, tennis, and traveling.

Walter Kadell Jr. is a Chartered Financial Consultant (ChFC®) with 42 years of industry experience. He has been affiliated with LPL Financial and the Financial Services Group of Michigan, Inc. since 1998. His additional business activities include work related to non-variable insurance trails for individual and group life, health, disability, and fixed annuities. 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 supported by research and model portfolios.

Jonathan Uffelman is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2019, following 13 years at Oppenheimer & Co. Outside of his advisory work, he serves on the advisory council and investment committee of Racquet Up Detroit and holds leadership roles with the Racquet Up Detroit Foundation, supporting minority youth mentorship and education. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Leeland Runestad is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides ongoing advice and adapts client portfolios as their needs evolve. His client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Leeland holds the Personal Investment Advisor (PIA) designation and has an associate's degree from Oakland Community College in addition to a High School Diploma from Powers Catholic High School. Outside of his professional role, Leeland enjoys boxing, fishing, golfing, hunting, music, reading, spending time with his family, and watching movies.

Kent Chesney is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he is an owner and partner of Elle Homes LLC, a residential home construction general contracting business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Barbara Kreitsch is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns Glidden Solutions Inc., an LLC that manages employees supporting her financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

David Hudson is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advisory work, he owns a tax preparation business in Clarkston, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor oversight and delivers a broad range of advisory, brokerage, and insurance solutions.

Keith Mahle is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has held roles at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1996. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis provided by its Global Investment Committee.

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.