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.

John Rowan is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2008. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported advice through a centralized consulting team.

Michael Sanfield is a Wealth Management Advisor with Merrill Lynch Wealth Management, operating a practice in Farmington Hills for over four decades. He works as part of a team that includes his daughter Carly and client associates Catherine Beattie and Leeanna Hempstead. In his current role, he focuses on offering a comprehensive approach to managing wealth, which begins with understanding clients and their families, financial situations, and priorities. He helps clients create customized wealth management strategies that are adaptable to their changing needs and market conditions, providing access to the investment insights of Merrill and the banking convenience of Bank of America. Michael's areas of expertise include services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. His approach emphasizes delivering service and helping investors pursue their long-term goals. He holds a Bachelor's Degree from Michigan State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Michael also engages in community participation, dedicating time to volunteering with local organizations. Outside of work, he enjoys golfing, reading, spending time with his family, and playing tennis.

Tina Potasinski is a financial advisor at LPL Financial with 26 years of industry experience. She has previously worked at Raymond James & Associates and UBS Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Cody Mc Cullough is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors and Mass Mutual Great Lakes. In addition to his advisory work, he is employed with a painting company in Saline, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of portfolio management options and access to both proprietary and third-party strategies, tailoring investment solutions to client objectives.

Robert McMahon III is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at DFCU Financial, CUSO Financial Services, and several other firms. He operates out of Novi, MI. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs utilizing model portfolios, third-party research, and various management options.

Andrew Baldwin is a Series 66-credentialed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, he worked at Voya Financial Advisors for three years and has operated Baldwin Capital Management since 2016. Outside of his advisory role, he is involved with Fora Travel, a home-based non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Steve Nazoyan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Cetera Wealth Services, Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Sii. He is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

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.

Paul Stephens is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2013 and concurrently provides consulting services through Institutional Investment Consulting (IIC), an independent registered investment advisor he founded in 2013. 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 model portfolios, research, and technology-driven strategies.

Brandon Slater is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His prior experience includes a role at CitiGroup Global Markets INC beginning in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Christopher Georgandellis is a financial advisor at Merrill with six years of industry experience. He holds the CFA® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Comerica and Tree Town Investments, LLC. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael King is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Timothy Ford is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, bringing 43 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent and board member at Dearborn Federal Savings Bank and Dearborn Country Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various custody arrangements and both proprietary and third-party strategies.

Dale Glick is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2018, he worked at Jhfn Sii for seven years. His other business activities include sales and marketing of fixed annuities, non-variable insurance, and securities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.

Anthony Atrasz is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 17 years of industry experience. His prior roles include positions at Mainstay Capital Management and Mariner Wealth Advisors, as well as being self-employed for several years. Outside of his advisory work, he is employed by Corewell Health and teaches at Schoolcraft College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Christopher Ruffino is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has been with Merrill since 1986 and serves as a Vice President in the office, helping clients develop personalized financial strategies to pursue their long-term goals. His approach centers on understanding his clients' passions and objectives to create flexible wealth management plans that adapt to changing market conditions. With 35 years of experience, Christopher offers expertise in portfolio management, asset allocation, retirement planning, tax efficiency, estate and wealth transfer strategies, and college education planning. He works with clients across the United States and internationally, focusing on areas such as executive compensation, family wealth management, liquidity management, philanthropic planning, and tax minimization. Christopher and his team are committed to providing exceptional service through dedication and hard work. Christopher holds a Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University and maintains ongoing education within the financial services industry. He holds the professional designation of Personal Investment Advisor (PIA) and is active in the Bloomfield Hills-Birmingham community. Outside of work, he enjoys basketball, fishing, football, gardening, golfing, music, spending time with family, traveling, and woodworking.

Sierra Ford is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Sierra worked at Bank of America and JP Morgan Chase. Outside of professional activities, Sierra serves as assistant treasurer and a finance committee member for the Seventh-Day Adventist Church in Ypsilanti, Michigan. 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 institutional investors.