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 Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at LPL Financial since 2019 and previously held positions at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Anthony Treboldi is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, supporting clients with planning but generally acting in an advisory capacity.

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.

Jeffrey Stark is a financial advisor with Edward Jones in Milford, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as the head volleyball coach at Oakland Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Kristie Gheysens is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Planning Alternatives Ltd and Mass Mutual Investors Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to offer discretionary and non-discretionary investment management, emphasizing diversified model portfolios and long-term strategies.

Charles Ducharme II is a financial advisor with Ameriprise in Grosse Pointe Woods, MI, holding Series 63 and Series 65 designations and having 17 years of industry experience. He worked at Oppenheimer & Co Inc for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service that supports its financial advisors.

Blake Danna is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2022 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Kevin Zezula is a financial advisor with Ameriprise who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. He serves on the board of The Rainbow Connection and is involved in a sports trading card hobby with his son. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

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.

John Linne is a financial advisor with RBC Capital Markets in Bloomfield Hills, MI, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with RBC Capital Markets, LLC since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable investment strategies that incorporate both in-house and third-party managers alongside features such as tax management and responsible investing screens.

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.

Burton Carlson III is a financial advisor with Morgan Stanley in Troy, MI, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

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.

Richard Gregor is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, he provides tax consulting services as a CPA and participates in competitive bowling tournaments. Equitable Advisors serves a broad client base, including individual investors, retirement plans, corporations, and charitable organizations, offering financial planning and a variety of asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory platforms for many client portfolios.

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.