Brock Becker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2003, he has focused on helping clients and their families develop goal-oriented strategies tailored to their personal and financial objectives. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Brock holds a bachelor's degree from Madonna University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows Merrill’s tradition of community engagement, volunteering with local organizations. Outside of his professional work, Brock enjoys biking, golfing, and soccer, and he and his family actively participate in soccer through playing, coaching, and volunteering.

Mircea Corches is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at J.P. Morgan and JPMORGAN Chase Bank since 2018. Prior to that, he held positions at AllState Financial Services and Prudential Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jessica Pauly is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth since 2026. Her prior experience includes nine years at LPL Financial and eleven years at Auto Warehousing Company. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Nicholas Faiola is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Ingram is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at RFC Financial Planners and has been with Raymond James & Associates since 2024. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Shane Moran is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2025 after spending four years at a national accounting firm, where he developed strong client service and relationship-building skills. Shane focuses on Divorce Transition Planning, Family Wealth Management Strategies, and Legacy Planning, assisting individuals and families in achieving their financial goals through personalized strategies and tactical guidance. He holds a Bachelor's degree in Accounting from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Prior to this, he attended Henry Ford College and Schoolcraft College without completing a degree, and graduated from Dearborn High School. Shane's experience includes a background in college basketball, reflecting his competitive spirit. Originally from Dearborn and now residing in Wyandotte, Shane is engaged in his local community as a member of his church. Outside of his professional work, he enjoys various sports such as basketball, golf, baseball, and football, along with cooking, fishing, traveling, and spending time with his wife, Tess.

Ellen Pritchard is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005. 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, pension plans, corporations, and charitable organizations.

Danny Salem is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MassMutual Investors Services, Symmetry Financial Group, Starbucks Coffee Company, and Wehbe Insurance Services. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Anderson is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Outside of his advisory role, Anderson serves on the Board of Directors for Leo Flight Corporation and is a board member of the Stadium Commons Condo Association, in addition to owning and managing several business entities including A2 Business LLC and Clarity 9 Holdings, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated and sub-advised investment options.

Katti Jankowski is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Jankowski spent 14 years at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Zahra Mehraban is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is a partner in Gang of Wolverines LLC, a business unrelated to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that incorporate tax-aware withdrawal strategies and Social Security options.

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. 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, institutions, pension and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Gary Meharg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Securities America Advisors, Inc. and Securities America, Inc., along with long-term involvement in insurance through Professional Insurance Management, Inc. and Financial Synergy Group, Ltd. He continues to own interests in these insurance and financial services businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various technology-driven solutions.

Lori Lessel is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stifel, Nicolaus & Company, Inc. for 21 years before joining Wells Fargo in 2026. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Pizzo is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Bank of America and Merrill since 2003. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Steven Schmidt is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is involved as an Independent Business Owner with Amway, a multi-level marketing company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mary Greener is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Emma Goodman is a financial advisor at Thrivent Investment Management with Series 66 credentials and two years of industry experience. Before joining Thrivent, she worked at Comerica Bank for seven years. Outside of her advisory role, she serves as a tabulator for the Michigan Color Guard Circuit, an indoor color guard marching activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various planning topics. The firm combines planning with managed-account programs under the WealthPlan option while maintaining separate planning and investment services.

Mark Karcher is a financial advisor with Mass Mutual Investors Services in Dearborn, MI, holding Series 63 and Series 65 registrations with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2003 and has been associated with MassMutual Life Insurance Co since 1990. Outside of his advisory role, he owns and operates the Karcher Agency Inc., focusing on life, health, dental, and vision insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Ashley Gajda is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, and PNC Bank. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, and offers a range of financial planning and consulting services, including municipal advisory and institutional fiduciary solutions.