Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. She joined Merrill in 2014 and is part of the Huntsman Ludlow group. In her role, Karen manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She provides services such as portfolio management, retirement planning, education planning, legacy planning, and wealth management strategies. Karen earned a Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, graduating magna cum laude as a member of Phi Beta Kappa. She became a financial advisor in 2015 and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2019. Additionally, she holds the Personal Investment Advisor (PIA) designation. Outside of her professional responsibilities, Karen's personal interests include music, running, and tennis. She resides in Grosse Pointe with her husband, Keith, and their son, Jack.

Jack McKillop is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients as part of a planning team to enhance their relationship with wealth by understanding their preferences and priorities through a collaborative and needs-based approach. Jack has accumulated experience in the financial industry through several roles, including his current position as Financial Consultant at Fidelity Investments since 2024. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Financial Solutions Advisor at Merrill Edge from 2019 to 2021 and as a Wealth Management Assistant at Merrill Lynch in 2018.

Eric Dixson is a financial advisor with Ameriprise in Oxford, MI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial Services and Scottrade, where he worked for 16 years. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.

Caelan Smusz is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with approximately one year of experience in the industry. Prior to joining Morgan Stanley, he worked at Edward Jones and Dematic Corporation, and has been involved with organizations such as Grand Valley State University - LendGR and Elite Technique Hockey Clinic. He also has ongoing business activities with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and modeling techniques to support client financial plans and offers diverse investment and advisory services through its broad platform.

James Guest is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

David Pina is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab and its affiliated entities since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational processes.

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

Logan Priebe is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at AXA Advisors, United Shore Financial Services, American Eagle Outfitters, and spent four years affiliated with Albion College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Mitchell Tokowitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at E*TRADE Capital Management, E*Trade Securities, and Ameriprise Advisor Services. He also provides tax preparation and accounting services as a side activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Corey Suchocki is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including 17 years at Putnam Investments before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Janice Zale is a financial advisor with LPL Financial in Troy, MI, holding a Series 66 credential and 6 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Elaina Vanfossan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at UBS Financial Services for six years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Christopher Kneale is a Series 66-licensed financial advisor with Morgan Stanley in Birmingham, MI, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Thaddeus Podmokly II is a financial advisor with Primerica Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered percentage-based fee model.

Gregory Talpey is a financial advisor at Morgan Stanley in Troy, MI, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its Private Bank since 2016. 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 financial planning services leveraging firm-approved tools and modeling techniques.

David Tyler is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, David worked as a Financial Adviser at Allstate Insurance Company, as a Wealth Management Consultant at The Phoenix Companies, and as a Financial Adviser at Edward Jones. David specializes in guiding clients through an extensive financial planning process that addresses their personal goals, investment needs, and risk tolerance. He is committed to helping clients create long-term financial plans and regularly monitors and updates these plans in collaboration with clients to help avoid common financial mistakes.

Brandon Cholagh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Frank Rocco is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a member of Greenspring LLC, an LLC formed to rent office space. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Kathryn Antishin is a financial advisor with Ameriprise in Rochester, MI, holding Series 63 and Series 65 designations and 16 years of industry experience. She previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.