Glen Hackman is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and 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. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Richard Gorman is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank, National Association since 2015. Gorman has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

John Mccallum is a financial advisor with Robert W. Baird & Co. in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring strategies around client goals and risk tolerances using both in-house and third-party managers.

Maureen Evans is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services 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 provides a broad range of capital markets and research resources.

Kristie Anderson is a financial advisor with UBS Financial Services in Birmingham, MI, holding Series 63 and Series 66 credentials and totaling 23 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad platform including proprietary research and affiliated lending programs.

Susan Haffey is a financial advisor at LPL Financial with 28 years of industry experience. She has been with LPL Financial since 2002 and holds the Series 63 and Series 65 designations. Outside of her advisory role, she has been involved in direct sales with Mary Kay Cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Jason Keele is a CFP® with 25 years of experience in the financial industry, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2020. His prior experience includes roles at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Outside of his advisory work, he is the owner of Keele Ventures California, LLC, an investment holding company with interests in an addiction treatment center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

James Mcgill II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving in this role since 1993, providing guidance and strategies to clients in various areas of financial planning. His expertise includes corporate executive services, education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is a Managing Director and holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). James earned a Bachelor of Business Administration degree from the University of Massachusetts at Amherst. Outside of his professional responsibilities, he is involved with the Boy Scouts and enjoys biking, boating, golfing, scuba diving, skiing, and spending time with his family.

Stephen Green is a financial advisor with Edward Jones in Birmingham, MI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dawn Lovrovich is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Robert Farrell III is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Centaurus Financial/Wealthmap Advisors and Herbert Financial Group. Farrell also served as a trustee for family trusts and was involved with the Troy United Football Club, a nonprofit organization. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing 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 program sponsors and third-party managers to deliver advisory and brokerage solutions.

Edwin Berg is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management for individuals and families. With 24 years of experience in the financial services industry, he focuses on helping clients create and grow wealth through comprehensive, goals-based financial strategies. Edwin’s approach emphasizes building strong personal relationships to understand his clients’ values and life goals, assisting them in managing new wealth, retirement planning, tax minimization, and portfolio management. Edwin holds a Bachelor's Degree from Michigan State University and is a Personal Investment Advisor (PIA). His expertise includes college education planning, family wealth management strategies, liquidity management, retirement income, and individual and corporate investment strategies. He is committed to providing customized advice and disciplined investment guidance to support his clients’ financial objectives. Outside of his professional work, Edwin enjoys spending time with his family, golfing, and training for triathlons.

Linda Hoisington is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 63 designation and bringing 34 years of industry experience. Her career includes previous roles at Wells Fargo Clearing and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured financial planning processes and a variety of investment and advisory offerings.

Patrick Rivard is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and models.

Patrick Kosanke is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2001. Outside of his advisory role, he serves as a committee member for the Clinton Valley Little League, contributing over 150 hours annually in various volunteer capacities. 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 institutions.

Celena Howard is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Matthews is a financial advisor with OSAIC based in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior affiliations include Affiliated Advisors, Inc., Royal Alliance Associates, Inc., MJM Associates, Inc., where he is also president, and The Merchant Group. He provides non-securities fiduciary consulting, insurance services, and employee benefits through MJM Associates and sells fixed insurance products as a sole proprietor. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed-account solutions.

Matthew Pappas is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been with Merrill since 1997 and serves as the senior partner of a four-partner team that focuses on providing families with financial confidence through a multi-generational approach. His client focus includes education planning, personal retirement planning, and retirement income. Before joining Merrill, Matthew practiced law for two years after earning his Juris Doctorate from Michigan State University College of Law. He also spent thirteen years as an international tax consultant at Ernst & Young LLP and Price Waterhouse LLP. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Michigan Ann Arbor and earned the CERTIFIED FINANCIAL PLANNER® certification in 2011. Matthew is a qualified Portfolio Manager who provides discretionary management using personalized strategies, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. While he does not offer legal or tax advice in his role at Merrill, his background in these areas supports his advisory work. In addition to his professional responsibilities, Matthew serves as President of the Detroit Athletic Club Foundation and the Board of Governors at the Orchard Lake Country Club. He is involved in volunteer activities at St. Hugo of the Hills Parish. Outside of work, he enjoys golfing, bowling, and spending time with his family.

Jared Rhein is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He has worked previously at UBS, Macatawa Bank, and J.P. Morgan Chase Bank, N.A. Jared attended Michigan State University from 2021 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering recommendations on a non-discretionary basis while combining institutional advisory operations with broker-dealer and investment adviser registrations.

Megan Ries is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Ries also has experience with JPMorgan Chase Bank, N.A., where she has worked since 2011. 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. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.