Brian D'ziurman is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. He holds Series 63 and Series 66 designations. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Urban Hubert is a CFP® designated financial advisor with UBS Financial Services in Plymouth, MI, bringing 61 years of industry experience. He has been with UBS Financial Services since 1963. 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 plans to clients’ goals and risk tolerances.

Shelley Graunke is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes supported by firm-approved tools.

Charles Dennis is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has worked with JPMorgan Chase Bank since 2006 and with J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, and includes capabilities in derivatives and commodities through affiliated entities.

Steven Briggs is a Wealth Management Advisor with over 40 years of experience, all of which have been with Merrill Lynch Wealth Management. He specializes in serving clients including business executives, owners, and professionals, focusing on investment advisory, cash management, and life cycle planning services. Steve leads The Briggs Group alongside financial advisor Jennifer Mains and client service associate Amy Irish, providing a comprehensive approach to clients' financial well-being. Throughout his career, Steve has developed many long-term client relationships that often span generations. He is recognized for his commitment to addressing a wide range of client needs such as estate planning, customized lending, and long-term care expenses. His approach includes ongoing client contact and adapting strategies to meet evolving financial goals. Steve holds multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree from Vanderbilt University and graduated from Culver Military Academy. He is a member of the Sigma Nu Fraternity and is involved with the Furniture Bank of Southeastern Michigan. Steve resides in Orchard Lake, Michigan, with his two grown children.

Nicholas Patterson is a CFP® with eight years of experience in the financial services industry. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020, following prior roles at Cambridge Investment Research, Transform Automotive, Metro Fluid Power, and CJ Barrymore's. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that utilize firm-approved analytical tools.

Lauren Kosten is a financial advisor with Morgan Stanley in Belmont, MI, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both 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 scenario modeling to support client financial plans.

Samuel Impastato is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. He specializes in delivering personalized retirement plan solutions designed to address the pre- and post-retirement needs of small business owners and their employees, supporting 401(k) sponsors with investment options, education, and plan services. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, tax minimization, and retirement income. Samuel earned a Bachelor of Business Administration in Finance and Economics from Michigan State University. He holds several professional designations, including the Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), underscoring his expertise in retirement planning and fiduciary responsibilities. In addition to his professional work, Samuel is active in his community and professional organizations. He is a member of the Detroit Athletic Club—where he serves on the Finance Committee—and the Red Run Golf Club, serving on the House Committee. He has also been involved with the Troy Kiwanis Club. In his free time, he enjoys golf, traveling, great food and wine, and spending time with family and friends.

Michael Reinhard is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and its affiliated firms since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and includes capabilities in derivatives and commodities.

Michael Boren is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill and Bank of America in 2019, he worked at Northwestern Mutual in various capacities from 2015 to 2019. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angel Mcfarland is a financial advisor at Thrivent Investment Management with two years of industry experience. Mcfarland holds a Series 66 designation and previously worked at UWM and the Michigan Department of Transportation. Outside of advising, Mcfarland also works as an Uber driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivering recommendations without implementation, and allows clients to integrate planning with managed accounts under a consolidated billing option.

Shahriar Faraji is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Michigan First Credit Union, Inland Securities Corporation, and TD Ameritrade, among others. Outside of finance, he has worked as a server at an IHOP restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Jordan Fujarski is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley and Northwestern Mutual in various advisory roles. Prior to his financial services career, he was involved in businesses including valet services and car care. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and employer-sponsored financial planning agreements.

Brandon Moore is a financial advisor with LPL Financial based in Bloomfield Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Triad Advisors, Inc. He is also involved as a speaker for White Glove Workshops, a seminar series based in Birmingham, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technology tools.

Joseph Hubert is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 1993. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Jennifer Goodman is a Series 66 licensed advisor with Merrill in Bloomfield Hills, MI, with eight years of industry experience. She has worked at Bank of America, NA and Merrill since 2018 and previously spent 11 years at Fifth Third Bank. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Garofalo is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, following roles at UBS Financial Services from 2015 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic investment methodologies.

Tammy Witzgall is a Series 63 licensed financial advisor with Merrill in Bloomfield Hills, MI, and has 26 years of industry experience. She has been with Merrill Lynch Pierce Fenner Smith, Inc. since 1998. Outside of her advisory work, she is a 50% owner of Discount Glass LLC, an auto sales and mechanical services business based in Bay City, Michigan. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Neeta Singh is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and has concurrently worked at Lord & Taylor since 1992. Singh is also a member of HSFA LLC, a non-investment-related business. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Chad Rollins is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds Series 63 and Series 65 registrations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, with recommendations developed using Wells Fargo research and planning tools.