Mark Ivezaj is a financial advisor with Ameriprise in Bloomfield Hills, MI, holding a Series 66 credential and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he serves on nonprofit boards, including the Collaborative Practice Institute of Michigan and Care House, and acts as an expert witness in divorce cases. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Paul Giles is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliates since 1999, except for a one-year break in 2021-2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-driven methods to deliver tailored, non-discretionary advice through a centralized consulting team.

Blake Schochet is a financial advisor at Morgan Stanley with 18 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current role. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by proprietary tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides a broad range of services including retail and institutional investment solutions.

Jeffrey Jacques is a financial advisor with Edward Jones in Clarkston, MI, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets under management.

Mark Beck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and totaling 10 years of industry experience. His prior work includes roles at Ameriprise and Comerica Securities, as well as over two decades at Comerica Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Mcmurtrie is a financial advisor with UBS Financial Services in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as president of the Colberry Hills Civic Association, where he plans and coordinates social events for the subdivision. 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, supported by proprietary research and a broad platform of capital markets resources.

Clayton Winkler is a CFP® with 24 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes 13 years at Woodbury Financial Services and ongoing work with Wiklund & Bond Financial Services. He is the founder and chairman of Dogtags 4 Jesus, Inc., a nonprofit organization. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by firm-provided asset-allocation tools and access to third-party money managers.

Travis Smith is a CFP® with 17 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services since 2008 and holds a Series 63 designation. In addition to his advisory role, he is operations manager and co-branch manager at JLS Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional investing through a broad advisor network.

Evan Storozhenko is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Mercantile Bank and worked in several roles at Michigan State University and other organizations. 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 investment strategies for a range of individual and institutional clients.

Kenneth Pallach is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley entities since 2009, currently serving at Morgan Stanley Private Bank, N.A. in Bloomfield Hills, MI. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include integrated planning without individual security recommendations as part of standalone programs.

Richard Allen is a financial advisor with OSAIC Wealth, Inc. based in Birmingham, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at OSAIC Wealth since 2023 and previously spent 14 years with Wells Fargo Advisors Financial Network LLC. Allen is also affiliated with The Investment Consulting Group, where he serves as a financial planner. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to multiple managed account solutions.

George Hamaty is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and JPMorgan Chase in various roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and the firm's Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer capabilities.

Chris Liparoto is a Wealth Management Advisor with over 30 years of experience in providing financial and wealth management advice and services. He is a Managing Director at Merrill Lynch Wealth Management, where he supports clients including families, business owners, retirees, and professionals in pursuing their financial goals through customized strategies. His areas of focus include wealth management, investment-based strategies, estate and wealth transfer, money management selection, as well as financing and treasury management strategies for small businesses. Chris holds a Bachelor's degree in Economics and Sociology from Michigan State University. He has earned the Certified Investment Management Analyst (CIMA) designation, the Certified Plan Fiduciary Advisor (CPFA) designation, and the Chartered Retirement Planning Counselor (CRPC) designation. His credentials reflect his commitment to professional standards in financial planning and wealth management. Residing in Oakland Township, Michigan, Chris lives with his wife and four sons. He and his family are actively involved in sports and music, and they enjoy traveling together, including annual trips to Colorado. Chris has been involved in community service for over 15 years, serving on various nonprofit boards. He currently serves on the Board of Directors for Notre Dame Preparatory School in Pontiac, Michigan.

Tyler Preseau is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked for Huntington National Bank for nine years and holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

Scott Faulkner is a Senior Financial Advisor at Merrill Lynch Wealth Management with 28 years of experience. He focuses on offering a comprehensive approach to managing wealth by understanding clients and their financial situations, then creating customized strategies that adapt to changing needs and market conditions. Scott provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. Throughout his career, Scott has guided individuals, families, and organizations through complex financial decisions with an emphasis on simplifying challenges and prioritizing people. His expertise includes strategic planning, team leadership, relationship building, and guiding clients through change and transition. He has also been involved in mentoring younger advisors and collaborating across departments to ensure consistent client success. Scott holds a Personal Investment Advisor (PIA) designation, a Bachelor's Degree from Western Michigan University, and a High School Diploma from Lahser High School. He follows Merrill's tradition of community involvement and volunteers with organizations such as the Karmanos Cancer Institute Partners. Outside of work, he enjoys activities including boxing, football, golfing, ice hockey, reading, soccer, spending time with his family, tennis, and traveling.

Jonathan Uffelman is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2019, following 13 years at Oppenheimer & Co. Outside of his advisory work, he serves on the advisory council and investment committee of Racquet Up Detroit and holds leadership roles with the Racquet Up Detroit Foundation, supporting minority youth mentorship and education. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Leeland Runestad is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides ongoing advice and adapts client portfolios as their needs evolve. His client focus areas include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Leeland holds the Personal Investment Advisor (PIA) designation and has an associate's degree from Oakland Community College in addition to a High School Diploma from Powers Catholic High School. Outside of his professional role, Leeland enjoys boxing, fishing, golfing, hunting, music, reading, spending time with his family, and watching movies.

Barbara Kreitsch is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns Glidden Solutions Inc., an LLC that manages employees supporting her financial advisory practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Divyesh Sharma is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at Securities America Advisors Inc., SECURITIES AMERICA, Inc., and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

David Hudson is a financial advisor with Ameriprise in West Bloomfield, MI, holding Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of advisory work, he owns a tax preparation business in Clarkston, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation with advisor oversight and delivers a broad range of advisory, brokerage, and insurance solutions.