Christopher Johnson is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

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.

Antonino Aluia serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. His approach involves comprehensive planning and portfolio management, leveraging industry resources to help clients navigate complex financial landscapes. Antonino's expertise encompasses family wealth management, institutional and corporate benefit services, legacy planning, managing new wealth, and retirement planning. He emphasizes building trusting relationships and simplifying financial complexities to reduce client stress and support informed decision-making. He holds a Bachelor's Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Antonino is affiliated with the Sigma Nu Fraternity. Residing in Shelby Township, Michigan, he enjoys spending time with his wife Katie and their three children. His personal interests include golfing, cooking, various sports, and traveling.

Albin Campbell is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Sigma Financial Corporation. Outside of his advisory work, he manages a family farm that has been owned since 1920. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by advanced asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Michael Livernois is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Merrill since 1992, concurrently working with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Heather Bullion is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Hoff is a financial advisor with Cetera in Plymouth, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes six years at PNC Investments and several years with Cetera Wealth Services. He is also affiliated with Horizon Advisors, where he provides financial services, and has experience in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment strategies through discretionary and non-discretionary programs and serves over 800,000 clients across more than 10,000 advisors.

Michael Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and is a personal representative of his ex-wife’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Leslie Beier is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2021. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Bruce Slater is a financial advisor at Osaic with the designations ChFC® and Series 63, and has 40 years of industry experience. He has worked at Intersecurities, Inc. since 1997 and was previously with Transamerica Financial Advisors, Inc. from 1997 to 2016. Outside of advising, he serves as an election inspector for the City of Northville and prepares taxes for a small number of disabled clients. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that includes asset allocation, portfolio optimization, and various managed account strategies.

Irfan Jallad is a Wealth Management Advisor with over 23 years of experience in the wealth management industry. He oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, business owners, and non-profit organizations in the Detroit Metro area and nationwide. As part of Merrill Lynch Wealth Management, he utilizes a goals-based approach to retirement, education, asset allocation, and distribution strategies, providing clients with access to the investment insights of Merrill and banking solutions through Bank of America. Mr. Jallad's areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and socially responsible investing. He partners with a team that coordinates efforts with pre-screened outside advisors such as attorneys, tax professionals, and insurance experts to simplify and bring clarity to clients' financial lives. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Michigan State University. In addition to his professional work, Irfan Jallad volunteers with organizations in his community and enjoys activities such as biking, fishing, golfing, tennis, and spending time with his family.

Eric Jacobs is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Minoti Rajput is a CFP® professional with 43 years of industry experience, currently serving as an advisor at OSAIC since 2024. Prior to joining OSAIC, she spent 15 years with Securities America Advisors, Inc. and Securities America Inc. She is involved in community service as a board member for the Living and Learning Enrichment Center, a nonprofit focused on advocacy for special needs individuals, and serves as trustee and president of the Rajput-Dasgupata Family Charitable Foundation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization supported by various investment programs and third-party manager options.

Jason Livernois is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill since 1999 and has been with Bank of America, N.A. since 2011. 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 for individuals, high-net-worth clients, and institutional investors.

Austin Wagley is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he served as a Financial Advisor at Ameriprise from 2018 to 2022. He focuses on collaborating with clients to clarify their financial goals and priorities, analyze and stress test their financial situations, and develop personalized strategies for financial planning. His approach emphasizes understanding what matters most to his clients to co-create plans that provide clarity and confidence. Outside of his professional work, Austin enjoys activities such as golfing, skiing, traveling, and exploring culinary interests.

Shaun Kosnik is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with high net worth individuals and families to develop customized financial strategies tailored to their specific goals. Leveraging in-depth analysis and the resources available through Merrill, Shaun aims to provide comprehensive wealth management solutions. Shaun holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Oakland University’s School of Business in 2011. Outside of his professional work, Shaun enjoys outdoor activities such as flying personal aircraft, golfing, skiing, traveling, and spending time with his wife and family.

Joseph Bartell is a financial advisor with UBS Financial Services in Troy, Michigan, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Dominic Kennedy is a financial advisor at OSAIC with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining OSAIC in 2025, he worked at New York Life and Ameriprise. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.