Kayla Jordan is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, and Firstmerit Bank/Huntington Bank. Jordan also serves as a client services and new business manager for another advisor within her firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party investment solutions to construct diversified portfolios.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Travis Smith and Waddell & Reed, Inc. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chaunceey Johnson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, Johnson worked at Thrivent Investment Management, J.P. Morgan Securities, and Apple. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is noted for its formal advisory roles with registered investment companies and its use of AI and algorithmic methods in portfolio management.

Vito Guarano is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver annual, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Gliwa is a financial advisor with Ameriprise in Livonia, MI, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Whitney Bonaquist is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2018, Whitney worked at Dynamic Metals Group and Great Lakes Woodworking. Outside of finance, Whitney owns and operates Elevate New Hudson, an online retail business focused on art and culture merchandise. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm employs structured planning tools and offers access to various investment products and private funds through its extensive platform.

Aaron Tonna is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has worked with Fidelity Investments since 2020, serving previously as a Planning Consultant and an Investment Consultant. Prior to joining Fidelity, Aaron held roles at Vanguard, including Investment Sales Consultant, Account Transition Specialist, and Operations Associate from 2017 to 2020. Throughout his career, Aaron has developed experience in financial planning, investment consulting, and account management. He emphasizes building strong relationships and trust with his clients to provide financial plans tailored to their individual goals.

Grant Lowery is a financial advisor with Raymond James Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He also works as an associate at Scott Lowery, CPA, PC, where he manages office operations and prepares tax returns. His career includes prior roles at Quicken Loans and extensive experience within Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

George Al Ghishan is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career at J.P. Morgan entities has spanned from 2015 to the present. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Melissa Frantz is a financial advisor with Ameriprise in Plymouth, MI, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Parizad Chinoy is a financial advisor with Charles Schwab in Novi, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. Her career includes roles at Morgan Stanley, E*TRADE, and JP Morgan Securities. Outside of investment advising, she and her husband own and rent several residential properties. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios and alternative investments.

Hunter Washington is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors and Independent contractor work with Berkshire Hathaway. Outside of advisory services, he presents at White Glove Workshops, a seminar marketing business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.

Andrew Boyd is a CFP®-certified financial advisor with Edward Jones in Northville, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Kellog Catering and Domino’s Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Gregory Voyles is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he manages an LLC that oversees office leasing for Ameriprise P2 Advisors. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet certain asset thresholds. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Herbeck is the Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served in several positions at Fidelity Investments, including Financial Consultant from 2022 to 2025 and Investment Consultant from 2021 to 2022. He has additional experience as a Financial Advisor at PNC Investments from 2018 to 2021. Earlier in his career, he worked at Sigma Financial Corporation as a Registered Representative and at SPC as an Investment Advisor Representative from 2017 to 2018. In his role as Vice President Financial Consultant, David works closely with clients to understand their financial goals and develop personalized financial plans tailored to their unique needs.

Brett Bujdos is a Financial Advisor with Merrill Lynch Wealth Management, specializing in supporting individuals and families through life's significant financial transitions. He focuses on areas including college education planning, personal retirement planning, and tax minimization. Brett collaborates closely with attorneys, accountants, and other specialists to provide clear guidance and bring alignment to the financial planning process. Brett holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Michigan State University and also attended The Catholic University of America. His approach centers on building trusted relationships and serving as a resource and advocate to help clients make informed decisions with confidence. Outside of his professional work, Brett is involved in his community through participation in organizations such as the 3rd Decade and the Berkley High School Baseball Program. His personal interests include baseball, golfing, reading, traveling, and yoga.

Dyllon Mac Dougall is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has prior experience at firms including Edward Jones and Ameriprise. Outside of his advisory work, he owns DMS Games LLC, a streaming service business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with investment management supported by proprietary research and third-party subadvisors.

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.

Parker Nowak is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Raymond James Financial Services, and Hantz Financial Services. Prior to his financial career, he held roles in logistics, imaging, lawn care, and golf club services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports a wide advisor network with specialized services in municipal and public finance as well as employer advisory programs.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Keller Williams Realty. In addition to his advisory role, he assists another investment executive with business operations and client services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and supports various account management options and legacy platform transitions.