Mark Holowicki is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. Since beginning his career in 1988, he has guided affluent families, professionals, and business owners through multiple market cycles by delivering personalized, goals-based wealth management strategies. Mark collaborates closely with clients to define their financial priorities and creates tailored plans that address their unique circumstances and stages of life. His areas of focus include college education planning, executive compensation, family wealth management, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, and personal retirement planning. Mark 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). He earned a Bachelor's Degree from Western Michigan University and a Master's Degree from Wayne State University. Outside of his professional work, Mark is involved with community organizations such as the Salvation Army, Purple Heart, United Way, Detroit Catholic Central, and the Boys and Girls Clubs of Southeast Michigan. His personal interests include biking, golfing, and yoga.

Glyn Whyte is a Financial Advisor at Merrill Lynch Wealth Management. He applies discipline, preparation, and a commitment to long-term goals, principles drawn from his background as a former competitive athlete, to guide individuals, families, and business owners through significant financial decisions. He specializes in areas such as education planning, family wealth management strategies, liquidity management, retirement income, small business strategies, and investment strategy for both individuals and corporations. Glyn holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma from Oakland University. He focuses on developing personalized financial strategies that align with clients' unique goals, aiming to bring simplicity and transparency to the complexities of wealth planning. Outside of his professional role, he is involved with community organizations including the Black Professional Group and Black Leaders Of Detroit, and enjoys interests such as basketball, cooking, football, music, reading, spending time with family, traveling, volleyball, watching movies, and writing.

William Stemzynski is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2020. Prior to that, he was employed at Meritor Inc. for five years. Outside of his advisory role, he owns the name of a construction and design LLC intended for real estate flipping as a hobby, though he is not currently active in the business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Richard Kurjian is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Kurjian is chairperson of the investment advisory committee and the investment fund at Saint Johns Armenian Church, where he manages portfolio reviews and asset acquisition and disposal for the church. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management. The firm’s services include investment policy statement reviews, investment recommendations, performance reporting, and participant education, with a broad product offering that includes insurance-related vehicles and bank deposit sweep options.

Benjamin Harris is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 credential and has previously worked at Michigan Financial Companies and The Home Depot. Outside of his advisory role, he is involved in sales and marketing of securities, investment advisory, and fixed insurance products through Elite Wealth Strategies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and third-party solutions, managing accounts on both discretionary and non-discretionary bases.

Tre Walton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. 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 applying an ESG eligibility framework in its recommendations.

Theresa Sherman is a financial advisor with Cetera in Southfield, MI, holding a Series 66 designation and 16 years of industry experience. Her work history includes roles at PART Financial, Minnesota Life Insurance Company, and Securian Financial Services. She is also the secretary of Troy Family Daze, a community volunteer group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Glen Milligan Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Milligan also acts in fiduciary roles such as trustee and personal representative. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a focus on public finance and municipal services.

Wesley Ho is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes roles at Securities America Advisors and Pruco Securities. He holds an active life insurance license and provides notary services to clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across multiple asset classes.

Davis Graham is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting clients with college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He applies his experience to help clients create personalized financial plans that align with their unique ambitions and priorities. Davis earned a Bachelor's Degree from Wayne State University and holds the Personal Investment Advisor (PIA) professional designation. As a Wayne State Baseball alumnus and a member of GSJ and Associates, which has over 80 years of market experience, he focuses on helping clients achieve financial freedom by accomplishing short-term goals while planning for retirement. Born and raised in Grosse Pointe, Davis is committed to supporting his community in maintaining their desired lifestyle. Outside of his professional work, Davis enjoys spending time with his dog Bailey and watching sports. His personal interests include baseball, football, golfing, and pickleball.

Brandon Zupko is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Zupko has a recorded prior affiliation with the United States Army. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Kevin Kneip is a financial advisor with OSAIC in Southfield, MI, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including 13 years with Signator Investors/John Hancock before joining OSAIC in 2018. Outside of his advisory role, he is a minority shareholder and vice president involved in sales and marketing at Michigan Financial Companies, where he also works as an insurance agent. OSAIC serves a diverse clientele including retail and institutional investors by offering brokerage and advisory services, retirement plan consulting, and access to various managed account platforms. The firm utilizes proprietary tools and third-party solutions to construct diversified investment portfolios tailored to client risk profiles and preferences.

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Angelo Grant is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he worked at CDW for four years and Kelly Services for five years. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Elvira Portera is a financial advisor with Morgan Stanley in Grosse Pointe Farms, MI, holding Series 63 and Series 66 licenses and having four years of industry experience. She previously worked at UBS Financial Services and Fidelity Investments among other firms. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that uses firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Robert Thompson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Zachary Armstrong is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Sigma Financial Corporation, Sigma Planning Corporation, and Siena Wealth Advisors. He is also involved in tax preparation and accounting through Allied Integrated Tax Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.