Erik Merchant is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. Outside of his advisory role, he serves on the board of the nonprofit Greening of Detroit, where he is a member of the Finance Committee and Treasurer. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Cheri Wiener is a financial advisor with Ameriprise in Waterford, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2020. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lee Cabelof is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a process that incorporates structured discovery and advanced planning tools.

Jonathan Rea is a financial advisor with Ameriprise in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he holds a real estate license. Ameriprise provides a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Anthony Latos is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over 25 years of experience in discretionary money management. Prior to his current role, he was a Senior Portfolio Manager at a $50 billion Super Regional Bank, where he managed portfolios for high-net-worth individuals, co-managed the bank’s most widely used separate account equity strategy, and contributed to setting asset allocation policy as part of the Investment Policy Committee. Anthony holds the Chartered Financial Analyst® (CFA®) designation and has earned a Bachelor of Business Administration from Western Michigan University and a Master's degree from Wayne State University. He is a member of both the CFA® Institute and the CFA® Society of Detroit. As a specially qualified Senior Portfolio Manager, he provides traditional advice and guidance while managing personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Anthony lives in Washington Township, Michigan with his wife and their dog, Polo. They have three adult children. Outside of his professional work, he enjoys playing tennis, running, and spending time with his family at their Northern Michigan cottage.

Joshua Willen is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Kestra Advisory Services and Kestra Investment Services, as well as previous tenure with Merrill Lynch Pierce Fenner & Smith. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing portfolio management, financial planning, and access to proprietary research and capital markets resources.

Melissa Spickler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been serving in the financial services industry since joining Merrill Lynch in 1980. Melissa focuses her career on addressing the diverse financial goals of affluent families, women in transition, executives, closely held businesses, retirees, entrepreneurs, and members of the LGBT community. She provides knowledgeable advice and guidance and strives to create a welcoming atmosphere for her clients. Over more than three decades, Melissa has nurtured client relationships that span generations, including clients' children and grandchildren. Melissa holds a bachelor's degree in Criminal Law from Michigan State University. She also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to her career in wealth management, she served as an undercover agent for the Michigan Attorney General. Melissa is involved in several mentorship programs including the Merrill Lynch Women's Exchange - Women Financial Advisors Mentorship Program, as well as mentorship initiatives through the Michigan State University Alumni Association and the University of Michigan Alumni Association. She also served on the Judicial Tenure Commission from 2013 to 2020. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, small business strategies, socially responsible investing including ESG, women and wealth, and retirement income. Outside of work, Melissa enjoys cooking, photography, and traveling.

Ashley Sherrod is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 credential and has previously worked at Edward Jones, UBS Financial Services, Morgan Stanley Private Bank, and PFP Services/Schmitt-Sussman Enterprises. Outside of her advisory role, she owns an Amazon FBA ecommerce business called Izzy Bella. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized investment solutions delivered on a non-discretionary basis by a select group of wealth advisors.

Michelle Grimes is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds the Series 66 designation and previously worked for Merrill Lynch, Pierce Fenner & Smith Incorporated for 11 years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Grobbel is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and a year at Wells Fargo Advisors. 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, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Scott Schramm is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Jefferies LLC, Goldman Sachs, and P&M Corporate Finance. Schramm is based in Birmingham, Michigan. J.P. Morgan Securities 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.

Mitchell Walsh is a financial advisor at OSAIC based in Birmingham, MI, holding a Series 66 designation with four years of industry experience. Prior to joining OSAIC in 2022, he worked at Accenture for five years and held roles at the University of Michigan. He is also the sole employee of Walsh Wealth Solutions LLC, an entity maintained for tax purposes. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers and utilizes firm-provided tools and multiple platforms to construct portfolios across a wide range of investment types.

Timothy Wydo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Charles Schwab since 1995 and at Charles Schwab Bank since 2005, both located in Troy, MI. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio investment approach and centralized operational infrastructure.

Daniel De Varona is a CFP®-certified financial advisor with 22 years of industry experience. He has been with UBS Financial Services in Bloomfield Hills, MI since 2003. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based strategies to tailor financial plans to clients’ goals and risk tolerances.

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.

Jay Godfrey is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He has been with Robert Baird & Co. since 1998 and holds Series 63 and Series 65 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of traditional and complex investment strategies.

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.