Brett Bujdos is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to help them make informed financial decisions through significant life transitions, such as career changes, divorce, and retirement. Brett focuses on providing clear and proactive guidance to assist his clients in protecting their wealth and fully enjoying their lives. He has expertise in college education planning, personal retirement planning, and tax minimization. Brett is a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Michigan State University and attended The Catholic University of America. Brett is involved in his community through participation in 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 with LPL Financial in Farmington Hills, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones and Ameriprise. Outside of his advisory work, he is the owner of DMS Games LLC, a streaming service. 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 other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

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 nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, having been associated with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Parker Nowak is a Series 66-licensed financial advisor with six years of industry experience, currently with Raymond James Financial. He has held various roles within Raymond James since 2023 and previously worked at Hantz Financial Services. Outside of his advisory career, his background includes positions at multiple organizations such as DBE Logistics and Oakland University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, ranging from individual and high-net-worth clients to institutional and nonprofit organizations. The firm employs analytical tools and risk profiling in its tailored advisory services and offers unique programs including municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc and Keller Williams Realty. Outside of his advisory role, he assists an investment executive with business operations and client services and is also an independent insurance agent focusing on fixed annuity and life insurance products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Stephen Krofl is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior experience includes roles at Interactive Brokers and various educational institutions. He also provides online gym programming for a single client from a past gym ownership. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

William Moran is a financial advisor with LPL Financial in Farmington Hills, MI, holding Series 63 and Series 66 credentials and over 39 years of industry experience. He has been with LPL Financial and its predecessor entity, LINSCO/PRIVATE LEDGER CORP., since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors.

Gino Weaver is a financial advisor with J.P. Morgan Securities in Dearborn Heights, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2008 and Merrill from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

David Mehram is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. His previous roles include positions at UBS Financial Services and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates both brokerage and advisory solutions.

Jaeland Schaaf is a Financial Solutions Advisor with Merrill Lynch Wealth Management, providing personalized financial guidance to clients. He collaborates closely with individuals to identify their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. Jaeland offers ongoing advice to ensure clients' investment plans adapt in response to changing life circumstances. Jaeland's expertise includes managing a range of financial priorities such as retirement planning, college savings, elder care, and healthcare preparation. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Northwood University, an Associate's Degree from Delta College, and a High School Diploma from Reese High School.

Daniel Kelterborn is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as secretary for the Local Business Network Canton, where he administers membership attendance and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Bosio is a financial advisor at Ameriprise in Ann Arbor, MI, with six years of industry experience and a Series 66 designation. He has been with Ameriprise since 2019. Outside of advising, Bosio is employed through Reider Holdings LLC, where he receives his salary. 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 written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Manchester is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Jimmy Johns for five years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

Mark Miller is a financial advisor at Morgan Stanley in Farmington Hills, MI, with 29 years of industry experience. He has been with Morgan Stanley since 2010 and worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Miller serves as a board member for Massively Parallel Technologies Inc. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, combining tailored financial planning with firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated financial advisors and specialized planning groups.

Morgan Cloyd is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America, Cetera Investment Advisers, and Cetera Investment Services. Prior to his financial services career, he worked at Uber and Utica Community Schools. 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, and institutional accounts, utilizing both internal and third-party portfolio managers.

Dominic Balagna is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior experience includes a year at NorthWestern Mutual before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with over 22,800 advisors and $819 billion in discretionary assets under management.

Thomas Smith Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, he is involved in independent insurance brokering and owns a consulting business, Paraclete & You. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic tools and a centralized consulting team.

Robert M. Dagenais is a Wealth Management Advisor currently serving as a Senior Vice President at Merrill Lynch Wealth Management. He leads The Dagenais Group, a team dedicated to providing wealth management services tailored to high-net-worth individuals, families, and small businesses. The team focuses on developing sophisticated strategies that address estate planning, investment management, retirement income, and business financing needs based on clients' risk tolerance, time horizon, liquidity requirements, and overall investment objectives. Robert has been in the financial services industry since 1993 and joined Merrill Lynch in 1997. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Business Administration from Central Michigan University, majoring in Finance and International Business with a minor in Economics. Robert resides in Rochester, Michigan with his wife and four children. Outside of his professional responsibilities, he enjoys spending time with his family and playing golf.

Peggy-Sue McNier is the Vice President and Branch Leader at Fidelity, a role she has held since 2019. In this capacity, she contributes to Fidelity's vision by encouraging team members to explore their unique paths and pursue meaningful goals. Her professional identity centers on leadership within the financial services industry. Her experience spans over two decades in financial consulting and planning. Prior to her current position, she served as Vice President and Financial Consultant at Charles Schwab from 2014 to 2019, and as Senior Financial Consultant at LSG Financial from 2010 to 2014. Earlier roles include Vice President of Retirement Planning at Freedom One Financial from 2004 to 2010, and Manager of Financial Planning at Prudential Financial from 2001 to 2004. No additional information regarding education, credentials, personal interests, or community involvement has been provided.