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 Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked for Huntington National Bank from 2016 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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. In his role, he works closely with clients to identify their financial priorities and develop strategies to pursue their goals across various stages of life. He provides advice on topics including investing, retirement planning, education funding, and managing wealth, and can connect clients with specialists in banking, credit, home financing, and small business solutions. Leeland holds the Personal Investment Advisor (PIA) designation and has an Associate's Degree from Oakland Community College, along with a High School Diploma from Powers Catholic High School. His areas of client focus include college education planning, legacy planning, liquidity management, philanthropic planning, small business strategies, tax minimization, and retirement income. He offers ongoing guidance to help clients adapt their portfolios as their needs evolve. Outside of his professional work, Leeland enjoys activities such as 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 over 21 years of industry experience. She has been with Ameriprise and its related entities since 2006. She also owns Glidden Solutions Inc., an LLC that manages employees supporting her financial advisory practice, and is involved as a partner in an LLC that leases shared office space with other Ameriprise advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm emphasizes a structured investment approach supported by internal research and collaboration between clients and advisors.

Divyesh Sharma is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Securities America Advisors Inc. and Northwestern Mutual. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Hudson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior firms include Merrill, Wells Fargo Clearing, and Raymond James & Associates. Outside of his advisory role, he owns a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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 at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent 13 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm‑approved tools and market outlook models.

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 been 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, and incorporates ESG criteria where applicable.

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.

Teri Prause is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise since 2009, including her current role since 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and annual planning advice focused on income reliability and tax-aware withdrawal strategies.