Dana Sorensen is a financial advisor with UBS Financial Services in Troy, MI, holding a Series 66 designation and 6 years of industry experience. He has been with UBS Financial Services Inc. since 2015. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Keith Mahle is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has held roles at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis provided by its Global Investment Committee.

Ryan Butsavich is a financial advisor with Edward Jones in Milford, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following four years at Speedway LLC. Outside of his advisory role, he serves as an election inspector for the City of Wixom. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Scott Hazelton is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his financial advisory role, Hazelton serves as a Reserve Deputy for the Oakland County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Brady Lewkowicz is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and seven years of industry experience. He previously worked at Cambridge Consulting Group before joining Merrill and Bank of America in 2019. Outside of his advisory role, he consults on marketing for commercial properties through two separate consulting entities. 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 individuals, high-net-worth clients, and various institutional investors.

David Gach is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves on the finance committee of the Jewish Family Service of Metro Detroit. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Maria Miriani is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals organize and maximize their financial lives through personalized wealth management strategies. Maria's client focus areas include college education planning, family wealth management, retirement income planning, tax minimization, and portfolio management services. With over 10 years of experience in investment strategy, retirement planning, financial planning, and risk management, Maria delivers strategies that align with her clients' unique goals. She emphasizes building long-term relationships grounded in education and transparent communication to empower clients in navigating their financial landscapes. Maria holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Michigan State University. Outside of her professional role, Maria enjoys gardening, horseback riding, music, reading, scuba diving, swimming, watching movies, and spending time with her family.

Christina Gaitley is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at Merrill from 1984 to 2024 before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services that incorporate advanced tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Michael Ottaway is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in investment advisory services. He focuses on developing personalized financial strategies for high-net-worth families, businesses, and organizations to help them achieve both short- and long-term financial objectives. His expertise includes college education planning, family wealth management, retirement income strategies, portfolio management, tax minimization, and philanthropic planning. Mr. Ottaway earned a Bachelor of Arts degree with a concentration in business from the University of Michigan in 1986. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, he serves as Chairman of the Grosse Pointe Farms Foundation and is a past President of the Detroit Athletic Club. He resides in Grosse Pointe, Michigan with his wife and two daughters.

Khalia Coleman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, she held roles at Sotheby's International Realty, Corewell Hospital, eXp Realty, Brookstone Realtors, and Chase Bank. She is also a licensed real estate salesperson in Michigan. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teri Prause is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for clients with assets managed within Ameriprise.

Colleen Mcatamney is a financial advisor with UBS Financial Services, holding Series 65 and Series 63 licenses and bringing four years of industry experience. Prior to joining UBS in 2022, she worked at Morgan Stanley for 23 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support its financial advisors.

Catherine Branch is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Patrick Martin is a CFP®-certified financial advisor with Morgan Stanley in Bloomfield Hills, MI, bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Jaime Wichlacz is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 credential and three years of industry experience. His prior work includes roles at The Guidance Center and the University of Detroit Mercy. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Caldwell is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and 28 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been associated with J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he is involved with KMC Educational Services, a tutoring service where he works as an employee and contractor. J.P. Morgan Securities LLC 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 to support its recommendations.

Philip Dunham is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience at the firm. He joined Merrill Lynch in 1979 and has dedicated his career to building relationships and supporting clients in achieving financial independence. His areas of focus include personal retirement planning, portfolio management services, and retirement income strategies. Philip graduated with honors from the University of Wisconsin at Madison in 1978, holding a bachelor's degree with a concentration in U.S. history and romance languages. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Philip enjoys reading, running, and swimming.

David Di Fiore is a financial advisor at Morgan Stanley with 10 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. Prior to that, he spent seven years at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Nora Kolar is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The London Kolar Group. She began her financial services career in 1995 and joined Merrill in 2009. Nora focuses on helping high-net-worth individuals manage various aspects of their financial lives, designing and implementing wealth management strategies to pursue short- and long-term goals such as college education planning, retirement preparation, and legacy planning. Nora holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a bachelor's degree in finance from Walsh College and an associate's degree from Oakland Community College. Her experience includes working with clients during significant life transitions and providing guidance in areas such as family wealth management, divorce transition planning, and managing new wealth. Her personal experience with her daughter's health challenges has informed her belief in the connection between financial planning and health, motivating her to help clients prepare for retirement without added worries. Outside of her professional role, Nora enjoys music, traveling, and spending time with her two children in Berkley, Michigan.

Anthony Simon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a partner on "The BDGSW Group", a team of investment professionals that combine their industry knowledge and the global resources of Merrill to provide a full range of wealth management services to clients. Anthony assists clients by helping them manage their wealth to meet individual or institutional investment needs, including retirement planning, investment planning, estate planning strategies, wealth planning, and risk management. He also has experience with corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. Anthony holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at The Wharton School of The University of Pennsylvania. He also holds the Certified Private Wealth Advisor (CPWA) designation sponsored by the Investments & Wealth Institute and taught in conjunction at the Yale School of Management. He earned a Bachelor's Degree in Finance from Michigan State University's Eli Broad College of Business. Originally from Grosse Pointe, Anthony has been with Merrill's Bloomfield Hills office since 2018. Outside of his professional role, Anthony is involved with the community organization Our Lady Star Of The Sea. He enjoys spending time with family and friends, supporting Detroit sports teams, golfing, boating, cooking, running, and traveling.