Stephen Cooper is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and advanced modeling tools, serving clients through a range of services including Corporate Financial Planning agreements.

Christopher Malley is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to each client's unique goals and changing market conditions. He provides access to Merrill's investment insights along with banking and lending solutions from Bank of America. His areas of expertise include college education planning, corporate executive services, executive compensation, family wealth management strategies, divorce transition planning, and corporate retirement plan services. Christopher holds a Bachelor's Degree from Albion College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Christopher is committed to understanding what matters most to his clients in order to design customized wealth management approaches that pursue long-term financial goals while managing investment risk. He also participates in community service through volunteering, reflecting Merrill’s tradition of community involvement. Outside of work, his personal interests include adventure sports, boating, golfing, skiing, and swimming.

Nua Dushaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with seven years of industry experience. Dushaj has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018. Prior to that, Dushaj worked at Great Oaks Country Club from 2016 to 2018. J.P. Morgan Securities LLC 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.

David Fogleman is a financial advisor with Raymond James & Associates in Birmingham, MI, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2002. 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 broad client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bryan Kohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2009, he has concentrated on assisting high-net-worth individuals in integrating various aspects of their financial lives. Bryan collaborates closely with clients to design and implement wealth management strategies that address both short- and long-term goals, including college education planning, retirement preparation, legacy planning, and family wealth management. Bryan takes a holistic, client-focused approach to financial planning, seeking to understand clients' goals and financial situations thoroughly to provide tailored guidance. He builds networks with other professionals to ensure comprehensive support for his clients and emphasizes principles of integrity, dedication, accountability, and customer service. Bryan holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Michigan University. Outside of his professional role, Bryan enjoys basketball, football, ice hockey, running, cooking, traveling, watching movies, and spending time with his family.

Damon Brown is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He helps clients protect and grow their wealth through personalized investment strategies and advice, adapting to changing market conditions. Damon manages discretionary portfolios, selecting from Merrill Lynch model portfolios and third-party strategies to pursue client objectives. Damon holds a Bachelor's Degree from Western Kentucky University and completed the Accredited Certificate Program at the University of Michigan System. He has earned professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). His involvement extends to professional and community organizations such as the Detroit Young Professionals, Warwick Hills Homeowners Association where he serves as President Emeritus, the Grand Blanc Township Board of Trustees as a Trustee, and the Western Kentucky University Alumni Board's Young Alumni Council. From a young age, Damon demonstrated interest in financial management, balancing his family budget and setting savings goals. Outside of work, he enjoys baseball, basketball, boxing, cooking, fishing, football, golfing, horseback riding, hunting, and spending time with his family. Damon is committed to establishing strong relationships with clients and assisting them in making important financial decisions related to retirement, education, business, real estate, and legacy planning.

Michael Roberts is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alison Moffatt is a Financial Advisor at Merrill Lynch Wealth Management. She is dedicated to understanding her clients' goals, values, and vision to create personalized financial strategies that adapt to their evolving needs. Her approach focuses on helping clients define what they want their wealth to achieve for their life, family, and community, and then developing clear plans to reach those objectives. Alison began her career in wealth management in 1996 with Morgan Stanley’s Private Client Services group in New York City, focusing on complex wealth planning and relationship-centered advising for ultra-high-net-worth families. She later expanded her expertise at a boutique Registered Investment Advisor in Stamford, Connecticut, before returning to Michigan in 2020, where she worked at UBS Wealth Management in Farmington Hills. Alison’s areas of focus include college education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income. She earned her Bachelor of Business Administration from the University of Notre Dame’s Mendoza College of Business and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Alison is a member of the Merrill Lynch Women's Exchange and the Michigan Womens Tax Association. She is also involved in community organizations such as the Darien Nature Center, Detroit Catholic Central Mothers Club, FOCUS Hope, and Guiding Eyes for the Blind. Outside of work, Alison enjoys traveling, golfing, horseback riding, ice hockey, pickleball, tennis, reading, and spending time with her family.

Edyta Carter is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has worked at Merrill Lynch since 2008 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Iacobelli is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spc and Sigma Financial Corporation. His current practice is based in Troy, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Christopher Oliver is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2009 and previously spent over two decades at Olde Discount Corporation. Outside of his advisory role, he manages a rental property business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers personalized reports through a centralized consulting team.

Andrew Krochalk is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2025 and previously spent nine years at TIAA-CREF. J.P. Morgan Securities LLC 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.

Nikola Savich is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, businesses, and private estates to provide guidance on investment decisions and financial planning to support clients' cash needs, lending solutions, investments, and retirement stability. His areas of expertise include college education planning, divorce transition planning, services for defined benefit plans, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds professional designations as a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Nikola Savich earned both his Bachelor's Degree and Master of Business Administration (MBA) from Northwood University. He applies a personalized planning approach, working collaboratively with clients to create financial strategies tailored to their goals. His lending services are provided through Bank of America, N.A. Outside of his professional work, his interests include basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

Jason Graves is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner in the Crown Club Golf Society, where he helps organize and run golf events. Raymond James & Associates is a 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 plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and strategies.

Scott Strickland is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the finance committee of the Cranbrook Educational Community and is a board member of Resort Pike, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

John Duncan is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has spent over 30 years in the financial services industry, focusing on addressing the unique financial needs of clients and their families. John specializes in portfolio management, retirement plan services, and wealth management strategies, including asset allocation, tax minimization, and succession planning. As a Portfolio Manager, he manages discretionary tactical growth portfolios guided by an earnings momentum discipline. John's team, Duncan & Associates, concentrates on retirement plan services, particularly 401(k) plans, emphasizing process automation, plan simplicity, sophisticated options for select employees, and customized ongoing communication. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned a BA degree in Finance from Michigan State University. Outside of work, John and his wife, Karen, have three sons and contribute their time to local school, youth, and charitable organizations. He believes in working closely with clients to develop personalized financial strategies to assist them in pursuing their long-term goals.

Michael Barber is a Series 66-credentialed financial advisor with 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years with UBS Financial Services. He is based in Farmington Hills, MI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and utilizes structured discovery processes and firm-approved tools as part of its planning approach.

Charles Wagner is a financial advisor at Charles Schwab with one year of industry experience. He previously worked at Rocket Mortgage and Referral Partners International. Wagner holds a Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Kevin Pierce is a CFP® professional affiliated with LPL Financial in Auburn Hills, MI, with 12 years of experience in the financial services industry. His career includes roles at Centaurus Financial, Parkland Securities, SPC, and Sigma Financial Corporation prior to joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caden Pok is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Jpmorgan Chase Bank, N.A., Bank of America, and Calder Capital. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.