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.

Chris Demasse is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association from 2009 to 2024. 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 written recommendation reports and ongoing annual retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Susan Boehmer is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked with Merrill since 1995, including a tenure at Bank of America, N.A. since 2009. Merrill, together with 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, pension plans, corporations, and charitable organizations.

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.

Gezim Kello is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work includes roles at Northwestern Mutual and Morgan Stanley. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Jack Jerzewski is a financial advisor at LPL Enterprise with five years of industry experience. He has held positions at NYLife Securities LLC and New York Life, among others. Jerzewski serves as President of the National Association of Insurance and Financial Advisors, a nonprofit board role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a broad range of financial planning and insurance products through affiliated entities.

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.

Justin Hulett is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with LPL Financial since 2011, after a brief period at Hantz Financial Services, Inc. Outside of his advisory role, he is involved with Grand Slam Getaways, LLC, a short-term rental property business. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jaime Wichlacz is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, Jaime held positions at the University of Detroit Mercy and The Guidance Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives who use a range of strategies including discretionary and non-discretionary approaches.

Jean Charles Wilhelm is a financial advisor at Morgan Stanley in Troy, MI, holding the CFP® designation and Series 66 license, with seven years of industry experience. His prior experience includes four years at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process supported by firm-approved tools and models.

Katherine Weber is a financial advisor with LPL Financial in Grand Blanc, MI, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and MMB Advisors since 2021, with prior roles including positions at Gordon Food Service and the US Census Bureau. Weber also has experience serving the Chesaning Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.