Kara Wilcox is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and LPL Financial, LLC. She is also involved with Family Roots Financial Planning LLC, a financial planning and retirement planning business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated services such as trust custody and insurance products.

Stephen Smihal is a financial advisor with Morgan Stanley based in Grosse Pointe Farms, MI. He holds Series 65 and Series 66 licenses and has 24 years of industry experience. Since 2010, he has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Mary Walsh is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at IBM, the University of Michigan, and the Country Club of Detroit. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools without providing individual security recommendations within standalone plans.

Brian Donohoe is a financial advisor at Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved processes to support client financial goals.

Dennile Haddock is a financial advisor at LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses with 27 years of industry experience. Her prior roles include positions at Ameriprise, Comerica Securities, and Citizens Securities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Farryn Hayosh is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at APiS North America, LLC from 2019 to 2021 and has additional experience at Sommers Schwartz and Autism Hope Alliance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm‑approved tools, offering a broad range of retail and institutional investment services.

Zachary Rose is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Builder Circle Capital and has diverse experience in various service and retail roles. Outside of financial advising, he is involved as a mechanic with Troy Aggregate Carriers, a gravel trucking company. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party asset managers and proprietary tools.

Jeanette Evans is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to Merrill, she worked for Measurement Technologies & Supply, Inc. from 2015 to 2017. 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. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Macbeth IV is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including roles at JPMORGAN Chase Bank, N.A. and PNC Investments. Macbeth operates out of Huntington Woods, MI. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria when recommending investment strategies.

David Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Rochester, MI. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering with several life insurance providers. Ameriprise offers a retirement-income planning service aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized team in partnership with financial advisors like Smith, emphasizing managed accounts and algorithm-driven planning.