Leslie Robison is a financial advisor at Morgan Stanley with 31 years of industry experience. Robison previously worked at Merrill for 30 years and Bank of America for three years before joining Morgan Stanley Smith Barney LLC. Robison holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis in its advisory process.

Dianne Gonzalez is a financial advisor at Merrill with seven years of industry experience. She has held her current role since 2018 and worked for nearly two decades at CRS Commercial Real Estate Services prior to joining Merrill. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Biddinger is a Private Wealth Advisor and a partner of The Locniskar Pursel Biddinger Nienberg Rochow Group within Merrill Private Wealth Management. He works closely with a select group of business owners, corporate executives, family wealth, and high wage earning professionals across multiple generations nationwide. His team is structured to provide continuity and connectivity across life stages and priorities, helping client families streamline the complexities of significant wealth through customized advice and guidance. Matthew specializes in multi-generational family wealth management, education planning, liquidity management, retirement and philanthropic planning, portfolio and investment strategy, tax minimization, and managing new wealth. He has been recognized on Forbes' "Best-in-State Wealth Advisors" list from 2022 to 2026 and on the "Top Next-Generation Wealth Advisors" list from 2017 to 2019. He earned a bachelor's degree in economics and mathematics from Eastern Michigan University and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Matthew enjoys spending time with his family at their home in Bloomfield Hills, Michigan, and has interests including baseball, hiking, music, reading, and traveling.

Laura Sullivan is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 13 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

David Miazgowicz is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill and Bank of America, NA since 2009 and previously worked at Banc Of America Investment Services, Inc. and LaSalle Financial Services, Inc. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and has managed his own firm, the Petrillo Group, since 2005. Outside of his advisory roles, he is involved as a partner in Diamond Building LLC, a business related to real estate management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs, with a notable focus on municipal and public finance services and innovative employer advisory offerings.

Jacob Rashty is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he had short-term roles at Tamarack Camps and Cardinal Group Management, and was affiliated with the University of Michigan from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Kimberlyn Schattler is a Series 66-licensed financial advisor with Morgan Stanley in Bloomfield Hills, MI, currently in her second year at the firm. She has over a decade of industry experience, having previously worked at LPL Financial, Ameriprise Financial Services, and Comerica Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning and utilizes advanced modeling tools, managing approximately $2.74 trillion in client assets.

Michael Dagher is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. He has been with LPL Financial since 1998 and has been involved with Simoni Oil Corporation since 1989. In addition to his advisory role, he is engaged in mortgage brokerage through Veracity Mortgage of Michigan, LLC, and serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning and a range of investment solutions including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform of financial services.

Christopher Whitmore is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016, including nine years at Morgan Stanley Private Bank, N.A. Whitmore serves on the booster board for United Farmington Girls Lacrosse in Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Aiden Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding individuals, families, professionals, and business owners toward lasting financial security through comprehensive planning and behavioral coaching. Aiden builds lasting relationships rooted in trust and personalized guidance, aiming to help clients make confident financial decisions. He became a Financial Advisor because he believes everyone deserves a clear financial plan and a trusted partner to navigate life's opportunities and challenges. He holds a Bachelor's Degree from Grand Valley State University and is a Personal Investment Advisor (PIA).

Ross Leonard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Wealth Strategies Financial Group and Minnesota Life Insurance Co, among others. Leonard is also a member of BNI, a networking group that facilitates business referrals among members. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement plan services. The firm operates as a multi-manager platform, providing access to both affiliated and third-party investment strategies across various program structures.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.

Andrew Meyer is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at the Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory role, Meyer is the owner of AMG LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers planning solutions supported by proprietary tools and research, operating primarily in an advisory capacity.

Patrick Malzone is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and has been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and methodologies such as Global Investment Committee return estimates and Monte Carlo simulations as part of its planning process.

Jon Schafer is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Based in Brighton, MI, he currently serves clients through Ameriprise Financial Services, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement solutions, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Jeffrey Hakes is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has held prior roles at First Command Advisory Services and Bankers Life. Outside of his advisory work, he is involved in selling fixed insurance products and providing health insurance advice through his own related businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Rachelle Hassan is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF for 11 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary solutions.

Elizabeta Ljuljduraj is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and at Bank of America, N.A. since 2025. Prior to her advisory roles, she was employed at Henry Ford Macomb Hospital and Plaza Ivana. 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 model-based and discretionary investment strategies for a variety of client types including individuals, high-net-worth clients, and charitable organizations.

Christian Odish is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as a contractor delivering and setting up floral arrangements for Flowers by Christina B. and assists with event setup for Inflate Detroit, a provider of party accessories. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a research-supported advisory process and incorporates a range of strategies including ESG considerations.