Chad Halpin is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and four years of industry experience. He previously worked at AKWEL Cadillac USA and Insight Global before joining Ameriprise in 2019. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports through a centralized consulting team.

Lisa Stella is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2009. 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 diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and specialized municipal advisory services.

Matthew Domsic is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously affiliated with 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 diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Dana Locniskar is a Private Wealth Advisor and partner of the Locniskar Pursel Biddinger Nienberg Rochow Private Wealth Management team at Merrill Private Wealth Management. He works with business owners, corporate executives, philanthropists, and charitable foundations, providing guidance on complex financial and investment challenges. His multi-generational legacy team focuses on helping client families streamline the complexities of significant wealth, offering continuity and connectivity across life stages and priorities. Dana's expertise includes family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and managing new wealth. He leads a team designed to nurture each family's long-term legacy through customized advice and guidance aimed at growing, sustaining, and transferring wealth effectively. He holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Wayne State University. He also attended the University of Arkansas and holds a High School Diploma from Springdale High School. Beyond his professional responsibilities, Dana serves on the boards of the Community Foundation for Southeast Michigan, City Year Detroit, and Teach for America Detroit. He is also Trustee Emeritus of Detroit Public Television and the Futures Foundation, and a board member of the Beaumont Hospitals Foundation. Dana resides in Birmingham, Michigan, and his personal interests include hiking, scuba diving, and skiing.

Ronald Albers Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research, and provides both discretionary and non-discretionary management services.

Robert St Louis is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at Huntington National Bank and The Huntington Investment Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and with a large nationwide network of advisors and branch offices.

Stuart Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of The Higgins Group since October 2016. He focuses on developing long-term financial advisory relationships tailored to each client's specific lifestyle and goals. His services include wealth and retirement management strategies, estate and college education planning, as well as portfolio management and lending services through Bank of America. Prior to joining Merrill Lynch, Stuart worked in the Greater New York City area for Lord Abbett Investments, specializing in mutual funds, separately managed accounts, and defined contribution business. He holds a Bachelor's degree in Business Management from the University of Maine, where he also played Division 1 Ice Hockey. During his time at the university, he contributed to the student newspaper and volunteered with the Special Olympics. Stuart's community involvement includes participation with MCIR Special Olympics and the University of Maine Students for Liberty. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS under ID 1565253.

Dana Arluna is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Dana focuses on helping clients connect with the appropriate people, plans, and processes tailored to their individual ambitions. She works with clients on a range of financial goals including education funding, retirement planning, healthcare cost management, and the creation of personalized long-term family strategies. Dana holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. Outside of work, she enjoys a variety of activities including football, golfing, hiking, hunting, reading, running, surfing, table tennis, traveling, and spending time with her family.

Dennis Schafer is a financial advisor at LPL Financial with 22 years of industry experience. Prior to joining LPL in 2023, he worked at Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz and Associates. Outside of his advisory work, he is the owner of Pointe Pizza Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.