Christopher Mizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop comprehensive wealth plans that address their expenses, income, objectives, risk, and risk tolerance. He assists in implementing these plans by analyzing market conditions, investments, and related data to create strategies aimed at meeting clients' long-term financial goals. He holds a Bachelor's Degree from Arizona State University and a Master's Degree from the University of Detroit. Christopher has earned the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community service through volunteer efforts with local organizations.

Scott Vermillion is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at DFCU Financial Federal Credit Union and CUSO Financial Services, L.P. In addition to his advisory role, Vermillion is involved with DFCU Financial Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Douglas Johnson is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining Merrill in 2017, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He is also an active member of the U.S. Naval Reserves, attending monthly trainings and annual mobilization exercises. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rebecca Wolfe is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she provides freelance services through Fiverr.com. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s tools.

Ali Mchawrab is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at CVS Health for ten years. Outside of his advisory work, he is a pharmacist at Hamzeh Pharmacy in Dearborn, Michigan. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Timothy A. Shelton is a financial advisor at UBS Financial Services with 24 years of experience in the industry. He holds a Series 66 designation and has worked at UBS since 2003, including prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services while delivering advisory work through proprietary research and model-based asset allocation.

Kyle Zwiren is a financial advisor at Morgan Stanley in Birmingham, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Zausmer, August & Caldwell, P.C. Outside of his advisory role, he serves on the board of the non-profit Tamarack Camps and is a board member involved in fundraising and investment decisions at Temple Israel. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Pozdol is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 credentials and having 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Pozdol serves as Executive Vice-President on the Board of Directors for the Michigan Amateur Hockey Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Daniel Bulgozdy is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research, including ESG considerations.

Brian Lamb is a financial advisor with Raymond James & Associates in Birmingham, MI. He holds the Series 66 designation and has 25 years of industry experience, including 11 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Mark Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Drawing on the investment insights of Merrill and the banking and lending solutions provided by Bank of America, he aims to support clients in pursuing their long-term financial objectives through comprehensive wealth management. Mark holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Michigan. In addition to his advisory role, he actively participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

Andrew Mussen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of investment programs and platforms supported by extensive operational tools and serves over 22,800 advisors nationwide.

Donald Vliet is a CFP®-certified financial advisor at Ameriprise with 44 years of industry experience. He has been with Ameriprise and its related entities since 2005, totaling 21 years in the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Yvonne Cole is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Based in Farmington Hills, MI, her career is focused within Morgan Stanley’s wealth management division. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 supported by its Global Investment Committee.

Mahadee Chowdhury is a financial advisor with J.P. Morgan Securities in West Bloomfield, MI, holding Series 63 and Series 66 credentials and seven years of industry experience. Chowdhury has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Paul Benson III is a financial advisor with Raymond James & Associates in Plymouth, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberly Scott is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1992 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Patrick Buschmohle Jr is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2020. He serves on the finance committee of De La Salle Collegiate School in Warren, MI, providing oversight on finances and capital campaigns. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Diana Freeburg is a CFP®-credentialed financial advisor with 32 years of industry experience, currently practicing at UBS Financial Services since 2013. She holds Series 63 and Series 66 licenses and is based in Farmington Hills, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client strategies.

Julie Dewolf is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2014. 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, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.