Kristine Koerber is a financial advisor with UBS Financial Services in Birmingham, MI. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including prior work at AB Bernstein from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Philip Ziegler is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning through both direct client relationships and corporate agreements.

Elana Muehleip is a Series 66-credentialed financial advisor with 23 years of industry experience, currently with Equitable Advisors since 2003. She previously worked with Axa Advisors, LLC, also from 2003 to 2020. Outside of her advisory role, she serves as Correspondence Secretary for the Bloomfield Republican Women’s Club and acts as a co-trustee. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various sponsored programs and endorsed platforms to deliver advisory and brokerage solutions.

Henry Ashcraft is a Team Financial Advisor with AMDG Wealth Management, joining the firm in 2026. He focuses on family wealth management strategies, legacy planning, and tax minimization for his clients. Henry operates within the Merrill Lynch Wealth Management line of business. Born and raised in Bloomfield Hills, Michigan, Henry currently resides in Birmingham, Michigan. He graduated from Michigan State University's Eli Broad College of Business with a Bachelor of Arts degree. During his education, he completed an extensive series of internships. Henry holds the Personal Investment Advisor (PIA) professional designation and is a member of Pi Sigma Epsilon, a professional fraternity. Outside of his professional work, Henry enjoys music, skiing, and spending time with his family. He is committed to continuing his family's legacy in the wealth management industry as a next generation financial advisor with AMDG Wealth Management.

Nicole Braidwood is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and modeling techniques, offering a wide array of investment and financial services.

Stephen Niezgoda is a financial advisor with Cambridge Investment Research Advisors in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial from 2010 to 2018 and has been with Cambridge since 2018. Outside of his advisory role, he is an independent insurance agent and serves as president of Summit Wealth Management Inc. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary as well as third-party model strategies.

Christian Allen is a CFP®-credentialed financial advisor with 10 years of industry experience. He has worked at Raymond James & Associates since 2019 and was previously with UBS Financial Services from 2015 to 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and has capabilities in public finance and municipal work.

George Alami is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Wipfli LLP and Verbio North America. Outside of finance, he is involved with Noho Hospitality, a hospitality business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

David Bond is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial Services, Inc. for 13 years. Bond is also vice president of Wiklund & Bond Financial Services, an S-Corp he co-owns, which provides group benefits such as health, dental, life, and disability insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, retirement consulting, and managed account solutions combining proprietary tools and third-party money managers.

Jamie Gibson is a financial advisor with Raymond James Financial in Troy, MI, holding CFP® certification and 30 years of industry experience. He is the owner and CEO of 401MAX, Inc. and Gibson & Company, Inc., and provides paralegal services related to estate planning. His background includes roles in tax preparation and insurance agency ownership. Raymond James Financial Services Advisors offers financial planning and investment consulting to individuals, high-net-worth investors, and institutional clients, including pension plans and government entities. The firm provides tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Kimberly Gillen is a Series 66-credentialed financial advisor with UBS Financial Services in Troy, Michigan, where she has worked since 2013. She has 11 years of industry experience. Outside of her advisory role, she is a proprietor involved in managing rental properties through The Hobo Group, LLC and K2 Properties, LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, tailored client strategies.

Ryan Mc Callum is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Baird since 2018 and previously held positions at Oakland University, PASS Charters, and Oakland Hills Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its broader wealth management offerings.

Anthony Macaluso is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Gary Gilgen is a CFP®-designated financial advisor with 39 years of industry experience. He currently works at LPL Financial and has held previous roles at Royal Alliance Associates, Rehmann Financial Network, and the Advisor Group. Outside of his advisory work, he serves as president of Lutheran Advisor Group, Inc., a property management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.

Michelle Bisio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Merrill for 36 years before joining Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lindsey Philipp is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. Her career includes roles at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank NA, and BeautyCounter, among others. She has also been involved with Hillsdale College in various capacities over several years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies within a broader broker-dealer and banking organization.

Adam Brown is a financial advisor at UBS Financial Services with four years of industry experience. He has worked at UBS since 2018 and previously was employed at Verizon Wireless. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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.

Michael Maher is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Signator Investors, Inc. and has operated Maher Asset Management and Maher Corporation since 2015 and 2008, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Torrey Myrick is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he worked at Schechter Wealth for three years and held positions at Target, Home Depot, and Gordon Food Service. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by firm-sponsored wrap programs and institutional consulting services.

Steven Mc Grath is a financial advisor with Edward Jones in Rochester, MI, holding a Series 66 designation and five years of industry experience. His career includes multiple tenures at Edward Jones and Woodland Direct Inc. He serves as Secretary and Board Member for the Great Pines Estates Association in Oxford, MI, where he records meeting minutes. 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 and provides a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.