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 licenses and previously worked at Lincoln Financial Advisors Corporation for 12 years. Outside of his advisory role, Marier is an insurance agent offering various insurance products and owns a legal entity that manages his business expenses and payroll. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a broad range of advisory and brokerage services through a multi-advisor platform.

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 at Stifel with 21 years of industry experience and a Series 66 designation. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years with Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies involving forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joshua Elkin is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Charles River Laboratories and Western Michigan University. Outside of finance, he has experience in fitness and wellness and landscaping. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Meulebrouck is a financial advisor with UBS Financial Services in Troy, Michigan, holding a Series 66 designation and 28 years of industry experience. Her career includes 15 years at Bank of America, NA, and over two decades at Merrill prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and fiduciary financial planning.

Heidi Kriewall is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Paul Gekiere is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2000 and joined Merrill in 2004. In his role, Paul focuses on assisting affluent individuals, families, and business owners in pursuing their financial goals through comprehensive wealth management strategies. His areas of expertise include family wealth management, personal retirement planning, retirement income, estate planning services, investments, tax minimization strategies, and wealth transfer. Paul emphasizes a service-based approach that involves thorough financial profiling to understand each client’s long-term goals and concerns. Leveraging the global resources of Merrill, he provides customized financial advice designed to help clients build, manage, and preserve wealth for current and future generations. Paul holds a bachelor's degree from Central Michigan University and a master's degree in finance from Baker College. He lives in Clarkston with his three children and enjoys spending time with family and friends. His personal interests include golfing and traveling for his children's sports teams, as well as biking, football, and skiing. Professional Designation: Personal Investment Advisor (PIA).

Anthony Bonanni is a CFP® professional with seven years of industry experience, currently advising at Osaic Wealth. His prior roles include positions at Woodbury Financial Services, Alidade Capital, and PriceWaterhouseCoopers. Outside of financial advising, he owns an accounting and tax preparation practice focused on small businesses and serves as a board member on his local homeowners association’s long-range planning committee. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment approach with discretionary and non-discretionary portfolio options and supports a broad range of advisory and brokerage services across multiple affiliated entities.

Scott Prechtel is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prechtel has worked at Equitable Advisors since 1999 and has prior experience at Axa Advisors. Outside of his advisory role, he is a partner at Aspen LLC and holds an administrative role in managing LRS Management LLC. Equitable Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Joel Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes prior roles at Morgan Stanley and Ameriprise Advisor Services. He is based in Birmingham, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jordin Ryan is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and with 24 years of industry experience. He has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Maral Thomas is a financial advisor at Stifel with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Merrill, Bank of America, Oppenheimer, and Stifel Nicolaus & Co Inc. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Taylor Hartmeyer is a financial advisor with Edward Jones in Bloomfield Hills, MI, holding a Series 66 designation and no prior industry experience. His background includes service in the United States Army Reserve and the United States Army, as well as previous work at Raising Cane's. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment solutions, and affiliated capabilities supported by a large network of financial advisors nationwide.