Daniel Girdler is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has over 40 years of experience managing client portfolios and is a senior partner in the TTGBE Group. Mr. Girdler provides clients with personalized strategies that incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, as well as Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. He graduated from the University of Michigan School of Business in 1982 with a concentration in accounting and was previously a CPA with Plante Moran in Southfield, Michigan prior to joining Merrill Lynch. A lifelong Metro Detroit resident, Mr. Girdler lives in Birmingham with his wife, Julia. He is an active member of the Detroit Athletic Club and Bloomfield Hills Country Club. Additionally, he is involved in the Kirk Gibson Foundation for Parkinson's and RacquetUp Detroit. His client focus areas include individual and corporate investment strategy, tax minimization, and retirement income.

Nicholas Bonema is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. His prior roles include positions at Equitable Advisors and at university settings such as the University of Nevada - Las Vegas and Loyola University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Christine Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Abraham Post Sr. is a Wealth Management Advisor and Managing Director at Post & Associates with Merrill Lynch Wealth Management. He began his financial services career at Merrill in 1992 and has since accumulated over 30 years of experience. Abe specializes in investment planning and offers strategies to individuals, families, and businesses, including guidance on company-sponsored retirement plans. His areas of expertise include divorce transition planning, family wealth management strategies, legacy and personal retirement planning, portfolio management services, and both individual and corporate investment strategies. He holds a Bachelor's degree in Finance with an emphasis on Market and Investment Analysis from Wayne State University in Detroit. Abe has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, Abe is a member of St. Nicholas Greek Orthodox Church and serves as treasurer on the Harbor View Ridge Board in Bay Harbor, Michigan. Residing in Troy, Michigan, Abe lives with his wife, Tracy, their two children, Katarina and Nik, and their dog, Zoe. Outside of his professional work, he enjoys boating, cooking, golfing, running, traveling, and spending time with his family.

Hunter Chappell is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Michigan Flint and Action Water Sports. Ameriprise serves individuals approaching or in retirement, primarily those with substantial investable assets, by providing retirement-income planning through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

Clark Sui Wonders is a financial advisor at UBS Financial Services in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining UBS, he worked at Mondottica International Limited and DFS Group Limited. He is a co-founder, shareholder, and director of Michael-Jardine Limited, a company focused on rare eyewear sales and green eyewear consulting, based in Hong Kong. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Derek Brody is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of his advisory work, he is a guitar player involved with a local band in Linden, Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, within its financial planning process.

Michael Watson is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at TD Ameritrade for six years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and discretionary separately managed accounts, combining strategic asset allocation with in-depth due diligence on alternative investments.

Dan Thornton is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 1998, progressing through various roles including VP, Financial Consultant; VP, Regional Planning Consultant; Work Place Guidance Consultant II; Regional Consultant; Regional Education Consultant; and Financial Consultant. Prior to joining Fidelity, Dan worked as an Investment Executive at UBS and as a Personal Financial Advisor at American Express Financial Advisers (Ameriprise). Dan focuses on co-creating comprehensive wealth plans that help clients utilize employer benefits, accumulate savings, manage spending, protect assets, and transfer wealth. His approach incorporates principles of investing and income diversification tailored to client preferences. Outside of his professional work, Dan enjoys boating, bowling, cooking and baking, fitness, golf, and softball.

Liam Holohan is a financial advisor with RBC Capital Markets in Bloomfield Hills, Michigan, holding a Series 66 designation and four years of industry experience. His career includes roles at City National Bank and Mercer, LLC, among others. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies and a range of investment options supported by its capital-markets capabilities.

Danielle Bratcher is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2013 and previously worked at Painewebber starting in 1992. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

John Rochow is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. Based in Birmingham, Michigan, he partners with ultra-high net worth clients across the United States to provide financial guidance and strategies designed to manage and streamline complex wealth situations. John is a member of the Locniskar Pursel Biddinger Nienberg Rochow Group at Merrill. Since joining the firm in 2009, John has specialized in advising high-net-worth entrepreneurs, families, business owners, and corporate executives, particularly those experiencing significant liquidity events such as company sales, IPOs, or large contracts in sports and entertainment. His approach focuses on listening, guiding, and delivering thoughtful and creative financial strategies to empower clients and their families in making informed financial decisions. His services encompass investment consulting, wealth management, concentrated stock strategies, investment banking services, as well as philanthropic, trust, and estate planning. John graduated from the Stephen M. Ross School of Business at the University of Michigan. He holds several industry designations, including Certified Private Wealth Advisor® (CPWA®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Certified Plan Fiduciary Advisor® (CPFA®). He has been recognized by Forbes and Barron's in various listings of top wealth advisors and teams. Outside of his professional work, John has been involved in community and philanthropic boards, including the Birmingham Detroit Country Day School Alumni Club, the Detroit Institute of Arts Founders Junior Council, and the University of Michigan Ross School of Business Alumni Club. His personal interests include boating, golfing, and skiing.

Paul Mucci is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has previously worked at BMO Private Bank and City National Bank. Mucci attended Illinois Wesleyan University and worked in Bloomfield Hills public schools prior to his finance career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Aiden Krause is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Co, Krause worked for three years at Detroit Manufacturing Systems. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Nicholas Huizenga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior background includes various roles outside of the financial industry, such as working at The Session Room and Michigan State University Culinary Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice targeting dependable income sources and tax-aware withdrawal strategies.

Keith Nast is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has held positions at Cetera Wealth Services, Concourse Financial Group Securities, Lincoln Financial Securities, and Independent Advisors Group. Nast also operates Nast Financial Solutions LLC, where he offers securities advice alongside life and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered firm servicing individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. It offers a multi-manager platform with various portfolio management, financial planning, and retirement service options across discretionary and non-discretionary programs.

Ryan Marier is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors Corporation for 12 years. In addition to his advisory role, he is involved as an insurance agent offering various insurance products and owns a financial planning entity that manages his business expenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs a range of investment strategies supported by proprietary tools and offers integrated brokerage and advisory services, with access to multiple third-party managed account solutions.

Angela Moyer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked at Ameriprise Financial Services, Inc. for 15 years and spent seven years with Avantax Advisory Services and related entities. Angela also operated D.A.M. Taxes LLC for one year. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kellie Hueter is a financial advisor with Stifel, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.