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.

Brian Donohoe is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Mark Canavesio is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he co-manages Franco Family Properties LLC with a family member. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

Thomas Grobbel is a financial advisor at Raymond James & Associates with 42 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Morgan Stanley DW Inc. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, and offers financial planning, investment consulting, and municipal advisory services through a nationwide network of advisors.

Farryn Hayosh is a financial advisor at Morgan Stanley in Troy, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, she worked at APiS North America, LLC from 2019 to 2021 and has additional experience at Sommers Schwartz and Autism Hope Alliance. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm‑approved tools, offering a broad range of retail and institutional investment services.

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.

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.

Zachary Rose is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Builder Circle Capital and has diverse experience in various service and retail roles. Outside of financial advising, he is involved as a mechanic with Troy Aggregate Carriers, a gravel trucking company. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party asset managers and proprietary tools.

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.

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.

David Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Rochester, MI. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he is involved in independent insurance brokering with several life insurance providers. Ameriprise offers a retirement-income planning service aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers these services through a centralized team in partnership with financial advisors like Smith, emphasizing managed accounts and algorithm-driven planning.