Erik Kent is a financial advisor at Ameriprise in Troy, MI, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley, Citizens Securities, Inc., and Scottrade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alvin Hill III is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Comcast Corporation, Citizens Securities, Chase Investment Services, and Banc One Securities. Alvin has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kathryn Halonen is a CFP® professional with 28 years of experience at UBS Financial Services in Birmingham, MI. She has been with UBS since 1998. Outside of her advisory role, she serves as Treasurer for the East Hills Middle School PTO, managing budgeting and financial responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including wealth management and capital markets services. The firm combines institutional trading capabilities with comprehensive financial planning and portfolio management tailored to client goals and risk tolerances.

Brian Sites is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Fidelity Personal and Workplace Advisors and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Dylan Mc Evilly is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Aerotek. He also spent five years at the University of Michigan - Dearborn. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Leila Aleyaseen is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and 21 years of industry experience. She previously worked at UBS Financial Services for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs to 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 employs structured discovery conversations and firm-approved planning tools in its financial planning process.

Cathleen Odish is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Odish also presents seminars through White Glove Workshops, an activity she has been involved with for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Alexander Potter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and was previously employed at MML Investors Services and MassMutual. Outside of his advisory role, he is involved in retail sales and owns entities including Potter Financial, LLC and Foundation Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform options.

John Bussa is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for Lincoln Financial Advisors for 24 years. Outside of his advisory role, he operates a consulting business through BFP Media, LLC. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Sherrie Ingham is a financial advisor with Ameriprise in Troy, MI, holding the ChFC® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including roles at Concorde Asset Management and L.M. Kohn & Company. Outside of her advisory work, she is involved in business ownership and serves as COO of TLC Management. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shelley Graunke is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes supported by firm-approved tools.

Charles Dennis is a financial advisor with J.P. Morgan Securities based in Farmington Hills, MI. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including 14 years with J.P. Morgan Securities and concurrent service at JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Phillip Rosiek is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2019 and has previously held positions as an Investment Consultant at Fidelity Investments from 2014 to 2019, and as a Financial Consultant II at PNC Bank from 2006 to 2014. With over 15 years of experience, Phillip has served as a trusted advisor to many multi-generational families. He approaches financial planning as a partnership, co-creating wealth plans tailored to provide a roadmap towards financial peace of mind. His commitment to clients includes evolving relationships that adapt as clients and their families experience life changes. Outside of his professional work, Phillip has personal interests in biking, reading, and soccer.

Steven Briggs is a Wealth Management Advisor with over 40 years of experience, all of which have been with Merrill Lynch Wealth Management. He specializes in serving clients including business executives, owners, and professionals, focusing on investment advisory, cash management, and life cycle planning services. Steve leads The Briggs Group alongside financial advisor Jennifer Mains and client service associate Amy Irish, providing a comprehensive approach to clients' financial well-being. Throughout his career, Steve has developed many long-term client relationships that often span generations. He is recognized for his commitment to addressing a wide range of client needs such as estate planning, customized lending, and long-term care expenses. His approach includes ongoing client contact and adapting strategies to meet evolving financial goals. Steve holds multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree from Vanderbilt University and graduated from Culver Military Academy. He is a member of the Sigma Nu Fraternity and is involved with the Furniture Bank of Southeastern Michigan. Steve resides in Orchard Lake, Michigan, with his two grown children.

Mark Ligeski is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various affiliated firms since 2016. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary advice with an emphasis on diversified model portfolios and long-term strategies.

John Daugherty is a CFP® with 31 years of experience in financial services, currently serving at Morgan Stanley since 2021. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s return estimates and simulations.

Robert Shiner is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc., Ohio National Financial Services, and Austin Manning Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and provides access to managed portfolios and third-party money managers.

Nicholas Patterson is a CFP® with eight years of experience in the financial services industry. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020, following prior roles at Cambridge Investment Research, Transform Automotive, Metro Fluid Power, and CJ Barrymore's. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that utilize firm-approved analytical tools.

Samuel Impastato is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. He specializes in delivering personalized retirement plan solutions designed to address the pre- and post-retirement needs of small business owners and their employees, supporting 401(k) sponsors with investment options, education, and plan services. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, tax minimization, and retirement income. Samuel earned a Bachelor of Business Administration in Finance and Economics from Michigan State University. He holds several professional designations, including the Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), underscoring his expertise in retirement planning and fiduciary responsibilities. In addition to his professional work, Samuel is active in his community and professional organizations. He is a member of the Detroit Athletic Club—where he serves on the Finance Committee—and the Red Run Golf Club, serving on the House Committee. He has also been involved with the Troy Kiwanis Club. In his free time, he enjoys golf, traveling, great food and wine, and spending time with family and friends.

Michael Reinhard is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI. He holds Series 63 and Series 66 designations and has 17 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.