Wayne Peters is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018, following a nine-year tenure at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research-driven investment solutions.

John Steves is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jay Keranen is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Advisory Board and Advisory Board of Michigan State University’s Broad College of Business, participating in student engagement and mentorship. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, supported by structured planning tools and advisory services.

Darryl Deriemacker is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63, 65, and 66 designations and bringing 21 years of industry experience. He has been with Merrill since 2012. Merrill, along 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Christina Henderson is a Series 66-credentialed financial advisor with UBS Financial Services in Birmingham, MI. She has four years of industry experience and has been with UBS since 2018, with intermittent roles outside the firm during that period. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerance. The firm also provides institutional trading capabilities alongside wealth management services.

Michael Tocco is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, J.P. Morgan Securities, and an earlier tenure at Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured, algorithm-supported process to generate personalized retirement income plans.

Houston Sanders Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Ameriprise. Outside of his advisory role, he is engaged in several entrepreneurial ventures, including ownership and partnership interests in Hippocrates Juice Corp, Ophema Florida LLC, and Got Sprouts, which operate in the food and agricultural sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a non-discretionary approach, supporting clients who retain final decision-making authority.

Marlaina Jurco is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2013. Outside of her advisory work, she is involved in community theatre as a lighting technician and performer and serves on the board of a social organization supporting the LGBT community in the Detroit area. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Stephen Cooper is a financial advisor with Morgan Stanley in Bloomfield Hills, MI. He holds Series 63 and Series 65 designations and has 48 years of industry experience. His prior roles include positions at Wells Fargo Clearing and earlier tenures at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Christopher Malley is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to each client's unique goals and changing market conditions. He provides access to Merrill's investment insights along with banking and lending solutions from Bank of America. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, divorce transition planning, and corporate retirement plan services. Christopher holds a Bachelor's Degree from Albion College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Christopher is committed to understanding what matters most to his clients in order to design customized wealth management approaches that pursue long-term financial goals while managing investment risk. He also participates in community service through volunteering, reflecting Merrill’s tradition of community involvement. Outside of work, his personal interests include adventure sports, boating, golfing, skiing, and swimming.

Nua Dushaj is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to her current role, she was employed at Great Oaks Country Club from 2016 to 2018. 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 integrates quantitative and qualitative research and may include ESG considerations.

David Fogleman is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2002. 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 broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bryan Kohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2009, he has concentrated on assisting high-net-worth individuals in integrating various aspects of their financial lives. Bryan collaborates closely with clients to design and implement wealth management strategies that address both short- and long-term goals, including college education planning, retirement preparation, legacy planning, and family wealth management. Bryan takes a holistic, client-focused approach to financial planning, seeking to understand clients' goals and financial situations thoroughly to provide tailored guidance. He builds networks with other professionals to ensure comprehensive support for his clients and emphasizes principles of integrity, dedication, accountability, and customer service. Bryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Michigan University. Outside of his professional role, Bryan enjoys basketball, football, ice hockey, running, cooking, traveling, watching movies, and spending time with his family.

Damon Brown is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He helps clients protect and grow their wealth through personalized investment strategies and advice, adapting to changing market conditions. Damon manages discretionary portfolios, selecting from Merrill Lynch model portfolios and third-party strategies to pursue client objectives. Damon holds a Bachelor's Degree from Western Kentucky University and completed the Accredited Certificate Program at the University of Michigan System. He has earned professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). His involvement extends to professional and community organizations such as the Detroit Young Professionals, Warwick Hills Homeowners Association where he serves as President Emeritus, the Grand Blanc Township Board of Trustees as a Trustee, and the Western Kentucky University Alumni Board's Young Alumni Council. From a young age, Damon demonstrated interest in financial management, balancing his family budget and setting savings goals. Outside of work, he enjoys baseball, basketball, boxing, cooking, fishing, football, golfing, horseback riding, hunting, and spending time with his family. Damon is committed to establishing strong relationships with clients and assisting them in making important financial decisions related to retirement, education, business, real estate, and legacy planning.

Michael Roberts is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alison Moffatt is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on understanding her clients' goals, values, and vision for the future to develop personalized financial strategies. Alison works closely with high-net-worth individuals and families to address various financial matters, including wealth management, retirement planning, and philanthropic initiatives. Alison began her career in 1996 with Morgan Stanley's Private Client Services group in New York City, where she developed expertise in complex wealth planning and advising ultra-high-net-worth families. She later expanded her experience at a boutique Registered Investment Advisor in Stamford, Connecticut, before returning to Michigan in 2020. There, she joined UBS Wealth Management in Farmington Hills, further deepening her knowledge in comprehensive wealth strategies tailored to individual needs. She earned a Bachelor of Business Administration degree from the University of Notre Dame's Mendoza College of Business and holds the Chartered Retirement Planning Counselor (CRPC) designation. Alison is a member of the Merrill Global Wealth & Investment Management Women's Exchange and the Michigan Women's Tax Association. Her community involvement includes participation with the Darien Nature Center, Detroit Catholic Central Mothers Club, FOCUS Hope, and Guiding Eyes for the Blind. Outside of work, she enjoys golfing, horseback riding, ice hockey, pickleball, reading, tennis, traveling, and spending time with her family.

Edyta Carter is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has worked at Merrill Lynch since 2008 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Iacobelli is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials and 29 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he is involved with Unisource Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Oliver is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2009 and previously spent over two decades at Olde Discount Corporation. Outside of his advisory role, he manages a rental property business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers personalized reports through a centralized consulting team.

Andrew Krochalk is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 16 years of industry experience. He previously worked at TIAA-CREF for nine years and Ameriprise for six years. 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. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.