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 40 years of industry experience. He has been with Robert Baird since 1998 and holds Series 63 and Series 65 licenses. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and monitoring through internal research and technology.

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.

Vito Gioia II is a financial advisor at Quarton Capital Partners with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Solyco Wealth, Key Bank, and Fifth Third Securities. Outside of his advisory work, he serves as First Vice President of the Detroit Athletic Club. Quarton Capital Partners is a small firm with two advisors, offering supported financial advisory services.

Curtis Trimble is a financial advisor at Quarton Capital Partners with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services and Solyco Wealth. Outside of advising, he serves as a director at Solyco Core Partners and is a part owner and member of Poppleton Partners, a lower middle market bank. Quarton Capital Partners is a small supported firm that provides advisory services tailored to individual client needs.