Robert Hamilton is a Private Wealth Advisor with Merrill Private Wealth Management. He began his career as a Financial Advisor at Merrill in 1974 and joined Merrill Private Wealth Management, formerly known as the Private Banking and Investment Group, in 2007. In his current role, Robert works closely with a select group of households to define their financial goals and develop customized plans tailored to their priorities. Robert’s expertise includes investment management with a focus on strategic core portfolios, tactical opportunities, and asset allocation strategies for sophisticated clients. He serves as a Portfolio Manager in the Merrill Investment Advisory Program, managing personalized or defined strategies on a discretionary basis. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His areas of focus also encompass discretionary portfolio management, municipal bonds, hedge funds, private equity, securities-based lending, mortgage lending, and risk management. Robert holds a Bachelor’s degree from the University of Michigan and has earned the Personal Investment Advisor (PIA) designation. He and his wife Dannielle have lived in Franklin, Michigan since 1991, and they have two children. His personal interests include photography, traveling, and spending time with his family.

Kara Case is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Her prior experience includes roles at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Jason May is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry for 21 years, focusing on retirement planning and wealth management strategies. Jason works with individual clients and institutional clients, including those with 401(k) and defined contribution plans, to help build portfolios that aim to navigate various market cycles. A graduate of Bowling Green State University with a Bachelor of Science in Engineering from the School of Technology, Jason holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He joined Merrill in November 2020 and concentrates on servicing both existing and new clients. His client focus areas include divorce transition planning, institutional consulting, and services for endowments, foundations, and non-profits. Jason is involved in his community through volunteering and supports organizations such as the Ted Lindsay Foundation and the Birmingham Hockey Association. His personal interests include football, golfing, ice hockey, and ice skating.

Louis D. Nader III is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes over 30 years at Comerica Securities and three years at Ameriprise before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Eric Dovre is a financial advisor at Merrill in Auburn Hills, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Danna is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2022 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, incorporating model portfolios and research from LPL Research and third-party subadvisors.

Katie Mcguffie is a financial advisor at Merrill with 22 years of industry experience, holding a Series 66 designation. She has been with Merrill since 1997. In addition to her advisory role, she performs clerical duties on a part-time basis for Neithercut Philanthropy Advisors LLC, a for-profit organization based in Detroit. 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 various institutional investors.

Emir Bajrovic is a financial advisor at J.P. Morgan Securities with two years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cheryl Dygas is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Kevin Walker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over six years of experience in the financial services industry, focusing on areas such as family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, tax minimization, and retirement income. Kevin's approach involves working one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Kevin joined Merrill in 2017, bringing a background in finance and a previous career in Information Technology staffing. He earned a Bachelor's Degree in Finance from the University of Michigan – Dearborn. As a Personal Investment Advisor (PIA), Kevin applies his financial knowledge and personal interest to assist clients in navigating their financial development, leveraging the resources of Merrill and Bank of America. Born and raised in Commerce, Michigan, Kevin is active in his community. He volunteers with the Muscular Dystrophy Association and coaches the Special Olympics. In his free time, he enjoys boating, camping, cooking, football, golfing, ice hockey, skiing, tennis, traveling, and spending time with his family and his dog Bauer.

Brooke Crane Acre is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Sii Investments. Brooke is the owner of several entities, including Wealth Reimagined Group and MyLTC123, which focus on financial planning and long-term care assistance. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diverse portfolios on both discretionary and non-discretionary bases.

Zackary Thalgott is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including Securities America, Pacer Financial, and Producer's Choice Network. In addition to his advisory role, he assists with accounting and general business operations for a tax and accounting business. OSAIC serves a range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Lawrence Stillwater is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering a range of investment options alongside its broad retail and institutional offerings.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

Craig Bastuba is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and holds leadership positions in other business entities. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Richard Gregor is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. In addition to his advisory role, Gregor provides tax consulting as a CPA and participates in competitive bowling tournaments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.

Christina Di Cicco is a Series 66 licensed financial advisor with 21 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2022, following a decade at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include comprehensive financial planning and estate strategies.

Michael Knittel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with Ameriprise in various capacities since 2009, currently based in Troy, MI. 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 tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

William Cole is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.