Scott Rosenblum is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 65 and Series 63 credentials and 17 years of industry experience. He has been with Bank of America and Merrill since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Herriman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial guidance to affluent individuals and corporations, focusing on helping clients achieve their financial objectives with a disciplined and transparent approach. His services cover a range of areas including college education planning, corporate benefits, executive compensation, family wealth management strategies, institutional consulting, legacy planning, investment strategy, tax minimization, and retirement income. Ryan holds a Bachelor's Degree from the University of Michigan and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He employs a tailored approach to support clients' current lifestyles, retirement income needs, and legacy goals, aiming to ensure clients feel comfortable throughout the process. Outside of his professional work, Ryan enjoys boating, golfing, and tennis. He is involved in the community through his participation on The Salvation Army Echelon Board.

Timothy Curry is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he works as an independent delivery driver for companies including Shipt, Inc. and Door Dash Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steve Juncaj is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan Chase entities since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Richard Boschert is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Ameriprise in Troy, MI. His prior roles include positions at Concorde Asset Management, Concorde Investment Services, and L.M. Kohn & Company. Outside of financial services, he is the master partner of an asphalt repair and maintenance business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice based on proprietary research and third-party data.

Brynne Banks is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Renee Roberts is a financial advisor with Ameriprise in Pontiac, MI, holding a Series 63 designation and 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 1989. Outside of her advisory role, she owns a tax preparation business called The Tax Lady and serves on the Board of Directors for the Rotary Club of West Bloomfield. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets managed within Ameriprise accounts.

Daniel Murfey is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2016 and previously worked at Associated Construction Publications from 2014 to 2016. Murfey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory and investment strategies under a fiduciary standard.

Jennifer Coryell is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Aimee O'Donnell is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. from 2016 to 2018. Outside of her advisory work, she is a manager and member of 89 W. Madge LLC, involved in property management in Royal Oak, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without providing individual security recommendations.

James Pittel Jr. is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Joseph Abro is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and also operates the Joe Abro Law Group. Outside of his advisory role, Abro works as an independent contractor for athletic organizations including the Great Lakes Intercollegiate Athletic Conference and the Michigan High School Athletic Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Eric Frantz is a financial advisor with LPL Financial based in Rochester, MI, holding a Series 63 designation and bringing 34 years of industry experience. He has previously worked with Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz Wealth Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Stephen Zade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2015. In addition to his advisory role, he operates an independent insurance agency and owns a business entity engaged in investment-related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, delivering financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Jaclyn Noble is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Private Client Services and Executive Wealth Management, LLC. Outside of her advisory work, she is a passive member of several family-owned commercial real estate LLCs. 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.

Sara Bresnahan is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 11 years. Outside of her advisory role, she serves as a board member and secretary on the Parks and Recreation Board for the Village of Beverly Hills, Michigan. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines traditional retail and institutional services with specialized investment activities.

Lisa Pallach is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

John Sauber is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, previously associated with Axa Advisors. Outside of his advisory role, he serves as an administrator or executor for family estates and acts as a trustee for a relative. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services while tailoring strategies based on client goals, risk tolerance, and time horizon.

Enmar Alayoubi is a Series 66-designated financial advisor with 14 years of industry experience. He has worked at Fisher Investments since 2022 and previously spent eight years at Fidelity, including four years with Fidelity Personal and Workplace Advisors. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach, combining quantitative and qualitative research, and employs tax-aware processes and risk management techniques.

Jill Mills is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Waterford Bank N.A. and Clarkston State Bank. Outside of her advisory role, she owns and operates Jill's Oven & Bakery LLC, a home bakery. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that utilizes firm-approved tools and specializes in both direct and corporate financial planning services.