Erik Kent is a financial advisor at Ameriprise in Troy, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley, Citizens Securities, Inc., and Scottrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alvin Hill III is a financial advisor with Edward Jones in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Comcast Corporation from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of about 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kathryn Halonen is a CFP® professional with 28 years of experience at UBS Financial Services in Birmingham, MI. She has been with UBS since 1998. Outside of her advisory role, she serves as Treasurer for the East Hills Middle School PTO, managing budgeting and financial responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including wealth management and capital markets services. The firm combines institutional trading capabilities with comprehensive financial planning and portfolio management tailored to client goals and risk tolerances.

Leila Aleyaseen is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 21 years of industry experience. She previously worked at UBS Financial Services for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured discovery conversations and firm-approved planning tools in its financial planning process.

Cathleen Odish is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and bringing 16 years of industry experience. She previously worked at Cambridge Investment Research Advisors and National Planning Corporation. She also presents seminars through White Glove Workshops. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research and includes a variety of investment strategies and technology-driven solutions.

John Bussa is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for Lincoln Financial Advisors for 24 years. Outside of his advisory role, he operates a consulting business through BFP Media, LLC. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Sherrie Ingham is a financial advisor with Ameriprise in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at Concorde Asset Management and L.M. Kohn & Company. Outside of her advisory work, she is involved in business ownership and serves as COO of TLC Management. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gregory Tarr is a financial advisor with LPL Financial based in Washington, Michigan. He holds the ChFC® and Series 63 credentials and has 33 years of industry experience, including 24 years with LPL Financial. Outside of his advisory role, he operates a non-variable insurance business under Tarr & Associates in Romeo, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management, supported by proprietary and third-party research.

Phillip Rosiek is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2019 and has previously held positions as an Investment Consultant at Fidelity Investments from 2014 to 2019, and as a Financial Consultant II at PNC Bank from 2006 to 2014. With over 15 years of experience, Phillip has served as a trusted advisor to many multi-generational families. He approaches financial planning as a partnership, co-creating wealth plans tailored to provide a roadmap towards financial peace of mind. His commitment to clients includes evolving relationships that adapt as clients and their families experience life changes. Outside of his professional work, Phillip has personal interests in biking, reading, and soccer.

Steven Briggs is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. He brings over 40 years of experience dedicated to serving the financial needs of his clients. Steven leads The Briggs Group, providing services that focus on the financial well-being of clients and their families. His approach emphasizes a comprehensive perspective on investment advisory, cash management, and life cycle planning services, tailored to families who have accumulated financial assets and seek to grow and maintain them. The group also offers access to specialized banking and lending solutions through collaboration with a Wealth Management Lending Officer. Throughout his career, Steven has built longstanding client relationships that often span generations. His clientele primarily includes business executives, owners, and professionals who appreciate his insights and leadership. Steven holds multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA®), and Chartered Retirement Planning Counselor™ (CRPC). In addition, he has served as an industry arbitrator for the Financial Industry Regulatory Authority (FINRA). Steven earned his Bachelor's Degree from Vanderbilt University and is a graduate of Culver Military Academy. He is affiliated with the Sigma Nu Fraternity and contributes to the community through involvement with the Furniture Bank of Southeastern Michigan. Steven resides in Orchard Lake, Michigan, and has two grown children.

Stacy Celestini is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2021 and has been with Merrill since 2001. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a wide set of products and services beyond traditional investment management.

Mark Ligeski is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various affiliated firms since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice with an emphasis on diversified model portfolios and long-term strategies.

John Daugherty is a CFP® with 31 years of experience in financial services, currently serving at Morgan Stanley since 2021. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s return estimates and simulations.

Robert Shiner is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc., Ohio National Financial Services, and Austin Manning Inc. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

James Zann is a Series 65-credentialed financial advisor at Cetera with five years of industry experience. He previously worked for Avantax Advisory Services for five years and has been associated with Polk and Associates PLC since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporations, charities, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Nicholas Patterson is a CFP® professional with seven years of industry experience, currently serving at Mass Mutual Investors Services since 2020. His prior work includes roles at Cambridge Investment Research and in automotive and fluid power industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements that utilize firm-approved analytical tools and focus on investment strategy recommendations.

Lauren Kosten is a financial advisor with Morgan Stanley in Belmont, MI, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. She has been with Morgan Stanley since 2015. 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 customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-sponsored financial planning agreements.

Samuel Impastato is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with affluent individuals, families, and business owners to help them pursue their short- and long-term financial goals. Samuel specializes in retirement planning for small business owners and their employees, offering a personalized suite of retirement plan solutions including support for 401(k) sponsors’ investment options, education, and plan services. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, and tax minimization among others. Samuel holds a Bachelor of Business Administration in Finance and Economics from Michigan State University. He has earned multiple professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and Retirement Benefits Consultant (RBC) credentials. These qualifications support his expertise in delivering retirement and wealth management services tailored to his clients' needs. In addition to his professional work, Samuel serves as the Strategic Alliance Partnership Chair on the board of the Entrepreneurs’ Organization (EO) in Detroit. He is a member of the Detroit Athletic Club and Red Run Golf Club. Samuel is also actively involved in community service, having served as past president of the Kiwanis Club of Troy, a nonprofit dedicated to helping underprivileged children. He resides in Royal Oak with his wife and three sons and enjoys activities such as golf, fishing, football, running, soccer, swimming, and volleyball.

David Collins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, providing goal-based analyses and written recommendations across various financial topics. The firm separates planning services from managed accounts and emphasizes ongoing plan reviews without discretionary trading authority.

Jennifer Vannatter is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.