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.

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.

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.

Silas Grosch is a financial advisor at J.P. Morgan Securities with a Series 66 designation and prior experience serving nine years in the U.S. Navy. He currently serves as an officer in the U.S. Naval Reserves, participating in training exercises involving scuba diving, explosive ordnance disposal, and forensic examination of electronics. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kristie Gheysens is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following prior roles at Planning Alternatives Ltd. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary management services with a long-term investment orientation.

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.

Michael Johnston is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has a background that includes roles at Lineage Logistics, Naked Lime Marketing, Reynolds and Reynolds Company, and ADP. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

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.

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.

Jeffrey Hoppie is a financial advisor with Morgan Stanley in Birmingham, MI, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning solutions.

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.

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.

Curtis Allen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan-related entities since 2009. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Dana Divergilio is a financial advisor with Morgan Stanley in Birmingham, MI, holding a Series 66 designation and 17 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2016, Dana worked at Wells Fargo Advisors, LLC for one year. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques such as Monte Carlo simulations.

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.