Jennifer King is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and a structured planning process to develop customized financial plans.

Patrick Maly is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Matthew Owens is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at The Huntington Investment Company and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Abigail Huisinga is a financial advisor with Raymond James & Associates in Novi, MI, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Raymond James in 2024, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2024. Outside of her advisory role, she is involved in religious services as a music leader at Ward Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting with an emphasis on tailored, non-discretionary strategies supported by firm research and model management options.

Mark Phillabaum is a Series 66 credentialed financial advisor with LPL Financial in Farmington Hills, MI, bringing eight years of industry experience. He worked at Ford Motor Company for 26 years before joining LPL Financial in 2017. Outside of his advisory role, he is involved in managing a family farm through CSRB Horizons LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Clayton Sebastian is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Jackson National Life Insurance Company and United Wholesale Mortgage. Outside of finance, he has experience working with Camp Ticonderoga. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Malik Amine is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Wealth Strategies Financial Group and Securian Financial Services, among other firms. Outside of finance, he is involved in wrestling through multiple roles, including owning a media company producing wrestling videos and podcasts, directing training camps, and broadcasting Michigan Wrestling events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Joseph Longo is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in marketing fixed insurance and annuity products and provides elder care planning through his independent insurance agency. 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 services including financial planning and access to model portfolios, combining a broad advisory platform with extensive non-advisory financial activities.

Peter Strek is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Nicole Haines Livesay is a Series 66 licensed financial advisor with Morgan Stanley in Birmingham, MI, bringing 13 years of industry experience. She has worked at Morgan Stanley since 2020 and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Kathleen Lofton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various divisions of JPMorgan Chase since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Giuseppe Leone is a financial advisor with Fisher Investments, holding a Series 66 designation and 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fisher Investments serves a global range of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Frank Banks is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Morgan Stanley Smith Barney LLC and has previously worked at Wells Fargo Clearing, Morgan Stanley Private Bank, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both 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 emphasizes structured planning processes supported by proprietary tools.

Darcy Andrews is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Andrews worked for The Huntington Investment Company from 2009 to 2021. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.

Daniel Wohl is a Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Jennings Wohl Group within the Global Wealth and Investment Management group at Merrill. Daniel applies his capital markets experience to design customized portfolios aligned with clients' objectives, time horizons, cash-flow needs, and investment preferences. He is skilled in communicating complex topics clearly and is knowledgeable in trust and estate planning, customized credit, wealth strategy, and philanthropy. Prior to joining Merrill, Daniel spent over ten years with JP Morgan's Private Bank, where he held increasing responsibilities and served as an Executive Director, running the investment practice for the State of Michigan and directing ten investment professionals. He began his financial services career in 2006. Daniel holds a Bachelor's Degree from the University of Michigan, where he was a member of the basketball team, earning Academic All-Big Ten honors and the Bodnar Academic Achievement award. He is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He serves on the boards of the Jewish Federation of Ann Arbor and the Michigan Jewish Sports Foundation. Daniel resides in Ann Arbor with his wife, Sara, and their three children.

Timothy Sudz is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2008 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Olson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in delivering goal-based financial guidance tailored to clients' priorities. He works with individuals and families to develop personalized strategies for investing, retirement planning, wealth preservation, and achieving financial goals. Christian's expertise includes college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his current role, he built his career in corporate finance, where he partnered with business leaders on financial planning, analysis, and profitability optimization. He holds a Bachelor's Degree from Michigan State University and the Personal Investment Advisor (PIA) designation. In his personal life, Christian enjoys boating, football, golfing, soccer, spending time with his family, and traveling.

Ryan Plovie is a Series 66 credentialed financial advisor with 21 years of experience. He has been with Merrill since 2004 and also works with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randy Malloy is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Hantz Financial Services before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Brendan Cairney is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and one year of industry experience. His background includes internships and academic roles at the University of Illinois Springfield as well as various positions in education and self-employment prior to entering the financial advisory field. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary strategies, focusing on client-specific risk tolerance and matching clients to appropriate investment solutions.