Danielle Mihelich is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Danielle focuses on offering customized financial strategies tailored to her clients' unique needs, addressing areas such as college education planning, divorce transition planning, personal retirement planning, socially responsible investing, and women and wealth. Since beginning her career in the financial services industry in 2018, Danielle has leveraged her expertise to assist individuals and families, including business owners, in building, growing, and protecting their wealth. She emphasizes proactive advice and creative thinking to help clients achieve clarity and structure in their financial lives. Danielle received her bachelor's degree from Western Michigan University. Born and raised in Southeast Michigan, Danielle enjoys hiking, gardening, reading, traveling, and spending time with her family. She volunteers with The Cleanup Club in the Detroit area. Danielle also speaks English and Italian and has an interest in language learning.

Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Edward Weidman Jr. is a financial advisor with Ameriprise in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. He serves on the Board of Directors for the Logan Hills Association. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored, point-in-time advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Damon Dyas is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at their Grosse Pointe Park, MI office. Dyas participates in the Michigan State University Wealth Management Committee, providing industry insights and feedback on financial planning education. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Adams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.

Karen Karrick is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Merrill since 1997 and joined Bank of America, N.A. in 2025. 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.

Jaime Mccauley is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a guardian for his mother. 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 employs a large network of advisors and uses research and analytics to support investment decisions while offering a range of brokerage and advisory solutions.

Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.

Jeffrey Adams is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Bank of America, Merrill, and Voya Financial Advisors. Adams also has involvement with Michigan State University FCU and the University of Michigan. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Elissa Willis is a Series 66-licensed financial advisor with OSAIC in Bloomfield Hills, Michigan. She has been with OSAIC since 2024 and previously worked at the University of Michigan and Mathnasium. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Jonathan Lau is a CFP® professional with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is based in Bloomfield Hills, MI, and holds the Series 66 designation. Outside of his advisory work, he owns and operates Lau & Lau Associates, LLC, which provides life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes to deliver written financial recommendations.

Scott Lundberg is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Lincoln Financial Advisors, Sigma Financial Corporation, and Spc. Lundberg offers estate planning services through platforms such as Encore Estate Plans and Trust & Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies within both discretionary and non-discretionary management frameworks.

David Aquilina is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and the Global Investment Committee’s Secular Return Estimates.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

John Nader is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He previously worked at Comerica Securities for 27 years and Ameriprise for three years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Karen Ebersole is a financial advisor with Merrill in Bloomfield Hills, MI, holding a Series 66 designation and nine years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2004. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Kennedy Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors Inc. and National Planning Corporation. He is also a presenter for White Glove Workshops. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.

Alex Wint is a Wealth Management Advisor at Merrill Lynch Wealth Management, currently holding the title of Senior Portfolio Advisor. In this role, he provides traditional advice and guidance and assists clients in pursuing their investment objectives by recommending individual or combined Merrill or approved third-party investment managers' strategies, funds, or portfolios. Since joining Merrill in April 2017, Alex has focused on delivering comprehensive support in planning, investing, lending, and banking to help clients efficiently manage their finances and reclaim valuable time for what matters most in their lives. Alex's client focus areas include employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alex earned his Bachelor's degree from Michigan State University and is a member of Delta Sigma Pi, Gamma Kappa Chapter. Beyond his professional endeavors, Alex is involved in his community through leadership roles such as Chair of the 2023 Golf Outing Committee and Ambassador for the Clarkston Area Chamber of Commerce. He also participates in events like the Clarkston Relay for Life. Alex's personal interests include billiards, fishing, and golfing.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Nicole Holmes is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies to help clients pursue their financial goals by integrating investment insights from Merrill and banking solutions from Bank of America. Nicole specializes in working with high net worth clients on estate, wealth, and tax planning, and manages discretionary portfolios through personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investments. Nicole holds a Bachelor's Degree from the University of Michigan and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor™ (CRPC). She has participated in the Barron's Top Women Advisors Summit since 2016 and is a member of the National Association of Women Business Owners. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Outside of her professional work, Nicole enjoys cooking, music, running marathons, and traveling. She competes in triathlons and plays the cello. Nicole is a Founding Member of 100 Businesses Who Care and serves as an Advisory Board Member of the Fallen and Wounded Soldiers Fund.