Jacob Wirgau is a financial advisor at Edward Jones in Canton, MI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Nicholas Shelar is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, serving in various roles including Planning Consultant, Investment Consultant, Regional Investment Consultant, and Customer Relationship Advocate. Nicholas focuses on understanding his clients' entire financial situations and goals. He collaborates with clients and leverages Fidelity's resources to develop long-term plans tailored to their needs, providing guidance aimed at helping them work towards their financial objectives. Outside of his professional role, Nicholas has interests in food, golf, outdoor adventures, and traveling.

Laurie Piper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Questar Asset Management, Sigma Planning Corporation, and Parkland Securities LLC. Outside of her advisory work, she has served as a Sunday school teacher at Temple Israel in West Bloomfield, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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.

Jenna Peth is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Merrill since 2014 and Bank of America, N.A. since 2016. Merrill, along 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 accounts.

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.

Joseph Denis is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His previous roles include positions at True Community Credit Union, Michigan First Credit Union, and Bank of America. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by LPL Research and third-party resources.

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.

Jennifer Rumschlag Mejia is a CFP®-certified financial advisor with 19 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2017 and has worked at Raymond James Financial Services, Inc. since 1997. In addition to her role at Raymond James, she is a partner at R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in public finance and SIMPLE IRA employer advisory services.

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.

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.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously with Professional Home Solutions from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Asbjorn Jensen is a financial advisor at Edward Jones in Ann Arbor, MI, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for 12 years with the Eastern Michigan University Foundation. Jensen has no reported responsibilities outside of his primary role. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Justin Thomas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with J.P. Morgan Securities since 2017 and has also worked at JPMorgan Chase Bank, N.A. since 2014. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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.