Tyler Bush is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank NA and Park National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process integrates centralized due diligence with qualitative and quantitative research and incorporates an ESG eligibility framework.

Luke Miracle is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation through third-party portfolio strategists and offers financial planning, access to asset managers, and participation in a wrap program.

Michael Bochenek is a financial advisor at LPL Financial in Troy, MI, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his primary role, he operates Bochenek Wealth Management as a DBA under LPL. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Chris Wilker is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1992. Outside of his advisory work, he owns rental properties in Longboat Key, FL, and Glen Arbor, MI. 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 a structured planning process utilizing firm-approved tools and modeling techniques.

Spencer Doty is a financial advisor with Edward Jones in Royal Oak, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is involved in managing several commercial real estate and rental property LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Roman Wasylyn is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He also serves as Vice President of Tax at The Cheesecake Factory, Inc., where he has worked since 2008, and is a board member of the Tax Executives Institute, advising on chapter activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures.

Samieh Emiah is a financial advisor with Edward Jones in Sterling Heights, MI, holding Series 63 and Series 66 designations and 27 years of industry experience. Emiah has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Malcolm Tippins is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Malcolm serves as a board member for Harbour Pointe on the Lake, where he assists with subdivision management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Karen Miller is a Wealth Management Advisor and Senior Portfolio Manager with Merrill Lynch Wealth Management. She joined Merrill in 2014 and is part of the Huntsman Ludlow group. In her role, Karen manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She provides services such as portfolio management, retirement planning, education planning, legacy planning, and wealth management strategies. Karen earned a Bachelor of Arts degree in Neuroscience and Psychology from Kenyon College, graduating magna cum laude as a member of Phi Beta Kappa. She became a financial advisor in 2015 and obtained her CERTIFIED FINANCIAL PLANNER® certification in 2019. Additionally, she holds the Personal Investment Advisor (PIA) designation. Outside of her professional responsibilities, Karen's personal interests include music, running, and tennis. She resides in Grosse Pointe with her husband, Keith, and their son, Jack.

Scott Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 license and has worked at firms including J.P. Morgan Securities LLC, Bank of America, Merrill, and Flagstar Bank. Smith is based in Rochester, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of services including financial planning, wrap and model portfolio programs, and institutional platforms.

Frances Hermes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Chase Bank and Meridian Health Plan, as well as a period at Michigan State University. 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. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Jack McKillop is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients as part of a planning team to enhance their relationship with wealth by understanding their preferences and priorities through a collaborative and needs-based approach. Jack has accumulated experience in the financial industry through several roles, including his current position as Financial Consultant at Fidelity Investments since 2024. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Financial Solutions Advisor at Merrill Edge from 2019 to 2021 and as a Wealth Management Assistant at Merrill Lynch in 2018.

Jennifer Mcpartlin is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2012. Outside of her advisory role, she participates in ballroom dance competitions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings to provide tailored investment solutions.

Eric Dixson is a financial advisor with Ameriprise in Oxford, MI, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial Services and Scottrade, where he worked for 16 years. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Weisgerber is a financial advisor with Morgan Stanley in Troy, MI, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Prudential Insurance Company of America and held various roles including at the Detroit Tigers and Comcast. Outside of advising, he is the sole proprietor of an eBay retail business and serves as an assistant high school baseball coach in the Bloomfield Hills School District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to assist clients in developing financial plans.

Caelan Smusz is a financial advisor at Morgan Stanley in Birmingham, MI, holding a Series 66 credential with approximately one year of experience in the industry. Prior to joining Morgan Stanley, he worked at Edward Jones and Dematic Corporation, and has been involved with organizations such as Grand Valley State University - LendGR and Elite Technique Hockey Clinic. He also has ongoing business activities with DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and modeling techniques to support client financial plans and offers diverse investment and advisory services through its broad platform.

James Guest is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

David Pina is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab and its affiliated entities since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational processes.

Wayne Pittel is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1999. Prior to that, he worked at Roney & Co. beginning in 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary services.

David Rubenstein is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Wells Fargo Clearing, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.