David Aquilina is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

John Nader is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He previously worked at Comerica Securities for 27 years and Ameriprise for three years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves 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 employs a structured planning process supported by proprietary tools and research.

Karen Ebersole is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2004. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

John Kennedy Jr. 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 Cambridge Investment Research Advisors Inc. and National Planning Corporation. He is also a presenter for White Glove Workshops. 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 advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

Alex Wint is a Wealth Management Advisor at Merrill Lynch Wealth Management, currently holding the title of Senior Portfolio Advisor. In this role, he provides traditional advice and guidance and assists clients in pursuing their investment objectives by recommending individual or combined Merrill or approved third-party investment managers' strategies, funds, or portfolios. Since joining Merrill in April 2017, Alex has focused on delivering comprehensive support in planning, investing, lending, and banking to help clients efficiently manage their finances and reclaim valuable time for what matters most in their lives. Alex's client focus areas include employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alex earned his Bachelor's degree from Michigan State University and is a member of Delta Sigma Pi, Gamma Kappa Chapter. Beyond his professional endeavors, Alex is involved in his community through leadership roles such as Chair of the 2023 Golf Outing Committee and Ambassador for the Clarkston Area Chamber of Commerce. He also participates in events like the Clarkston Relay for Life. Alex's personal interests include billiards, fishing, and golfing.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Nicole Holmes is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies to help clients pursue their financial goals by integrating investment insights from Merrill and banking solutions from Bank of America. Nicole specializes in working with high net worth clients on estate, wealth, and tax planning, and manages discretionary portfolios through personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investments. Nicole holds a Bachelor's Degree from the University of Michigan and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor™ (CRPC). She has participated in the Barron's Top Women Advisors Summit since 2016 and is a member of the National Association of Women Business Owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Outside of her professional work, Nicole enjoys cooking, music, running marathons, and traveling. She competes in triathlons and plays the cello. Nicole is a Founding Member of 100 Businesses Who Care and serves as an Advisory Board Member of the Fallen and Wounded Soldiers Fund.

Steven Gretchko is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 21 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC in a financial advisory capacity. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Robert Elliott is a financial advisor with LPL Financial in Bloomfield Hills, MI. He holds the Series 66 designation and has four years of industry experience, including roles at Lethemon Financial and Money Evolution. Outside of his advisory work, he is involved with 87SportsCardsLLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Eric Neubecker is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following a 10-year tenure at Ameriprise Financial Services. Outside of his advisory role, he serves as a successor trustee for an investment-related family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Suzio is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2007, focusing on helping clients identify and achieve their individual financial goals. Greg specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Greg earned a Bachelor of Science degree in Mechanical Engineering with High Honors from Michigan State University. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Greg applies his analytical background to manage risk in clients' investment portfolios. He has received recognition from Forbes, being named to the Best-in-State Next-Generation Wealth Advisors list in 2019 and 2020, and the Best-in-State Wealth Advisors list in 2021. Greg lives in Milford with his wife Jodi, their children, Blakely and Griffin, and their two dogs. In his free time, he attends his children's dance and basketball activities and enjoys playing golf with friends.

Matthew Keil is a financial advisor with Morgan Stanley Wealth Management in Bloomfield Hills, MI, holding Series 63 and Series 66 registrations with 26 years of industry experience. His prior experience includes over two decades at Comerica Securities and three years with Ameriprise. Outside of advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and a broad range of advisory programs.

David Evola Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory work, he serves on the board of directors of the Detroit Athletic Club Car Club and manages Evola Management, a business that operates his office and handles administrative functions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, emphasizing the use of Ameriprise-managed accounts.

Nosida Alinj is a financial advisor at Merrill with 9 years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America since 2015. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Suzanne Kuska is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1995. 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 individual, high-net-worth, and institutional clients.

Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.

John Wilkinson is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. for 16 years. In addition to his advisory role, Wilkinson is involved in the sale of life and health insurance products through Wiklund and Bond Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms. The firm utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types, serving clients through a large network of affiliated advisers.

Gus Panos is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His career includes positions at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, N.A., and Raymond James & Associates. He is also a general partner of SRGP Holdings, LLC, an LLC focused on buying and selling real estate in Florida. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a focus on non-discretionary advice supported by a range of portfolio management styles and affiliated research.