Ethan Hoffman is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry, all of which have been spent at Edward Jones since 2016. He is based in Rochester Hills, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mark Canavesio is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he co-manages Franco Family Properties LLC with a family member. Raymond James & Associates 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, offering financial planning, investment consulting, and municipal advisory services.

Samantha LaLonde is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their unique goals and assist with strategic planning and complex service items. She began her career at Fidelity Investments as a Financial Representative in 2022, progressed to the role of Relationship Manager in 2023, and advanced to her current position in 2025. Her professional experience at Fidelity Investments encompasses working closely with clients to develop tailored financial strategies and managing client relationships. Outside of her professional role, Samantha is interested in family activities, fitness, food, and pets.

Christopher Dowd is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients as part of the Dowd-Nawrocki Group. He employs a planning-focused approach to investments, integrating risk reduction strategies that are tailored to the unique needs of each client. His experience spans working with individuals, families, small businesses, and foundations to design and implement goal-based financial plans and strategies. Mr. Dowd joined Merrill in 1996 after earning his bachelor's degree from Queen's University in Kingston, Ontario. He holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and strategies for managing new wealth and individual and corporate investments. Outside of his professional responsibilities, Christopher Dowd volunteers with community organizations and enjoys personal interests such as cooking, fishing, hunting, reading, skiing, traveling, and spending time with his wife Jennifer and their two children in Grand Blanc.

Robert St Louis is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at Huntington National Bank and The Huntington Investment Co. 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 strategies and affiliated investment products, operating under a fiduciary standard and with a large nationwide network of advisors and branch offices.

Stuart Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management, working as part of The Higgins Group since October 2016. He specializes in developing long-term financial advisory relationships tailored to clients' specific lifestyles and goals throughout their investment life cycle. His services include wealth and retirement management strategies, estate and college education planning, portfolio management, and commercial and residential lending services through Bank of America. Prior to joining Merrill, Stuart worked in the Greater New York City area for Lord Abbett Investments, focusing on mutual funds, separately managed accounts, and defined contribution business. He holds a Bachelor's degree in Business Management from the University of Maine, where he also played Division 1 Ice Hockey and engaged in extracurricular activities such as writing for the student newspaper and volunteering for the Special Olympics. Stuart's community involvement includes volunteering with the MCIR Special Olympics and participating with the University of Maine Students for Liberty. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS ID 1565253.