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 with Morgan Stanley in Grosse Pointe Farms, MI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at IBM and the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Brian Donohoe is a financial advisor with Morgan Stanley in Troy, MI, holding Series 65 and Series 66 licenses and having 27 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services that incorporate various modeling techniques but does not include individual security recommendations as part of standalone plans.

Dennile Haddock is a financial advisor with LPL Financial in Troy, Michigan, holding Series 63 and Series 65 credentials and bringing 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 financial planning, model portfolios, and access to third-party asset managers, supporting advisors with research and technology tools across a broad range of investment strategies.

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.

Matthew Domsic is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is a partner at Mosaic Capital Group LLC and an investor in Udu Beauty. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with JPMORGAN Chase Bank, N.A. and PNC Investments before joining his current firm in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

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.