Thomas Grobbel is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting through various portfolio management styles.

Carrie Sharp is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1999. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Chad Halpin is a financial advisor at Ameriprise Financial Services LLC with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to joining Ameriprise, he worked at AKWEL Cadillac USA and Insight Global. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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.

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.

Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.

Robert Bittner III is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Huntington Bank and The Huntington Investment Company. He also serves as an adjunct instructor at Davenport University, teaching Behavioral Finance courses at the undergraduate and graduate levels. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Ronald Albers Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with model portfolios and technology tools.

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, working as part of The Higgins Group since October 2016. He specializes in developing long-term financial advisory relationships tailored to clients' specific lifestyles and goals throughout their investment life cycle. His services include wealth and retirement management strategies, estate and college education planning, portfolio management, and commercial and residential lending services through Bank of America. Prior to joining Merrill, Stuart worked in the Greater New York City area for Lord Abbett Investments, focusing on 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 and engaged in extracurricular activities such as writing for the student newspaper and volunteering for the Special Olympics. Stuart's community involvement includes volunteering with the MCIR Special Olympics and participating with the University of Maine Students for Liberty. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS 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. He previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Masen Frantz and Associates. Outside of his advisory work, he is a business owner of Pointe Pizza Inc., a non-investment-related enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.