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.

Debbie O'parka is a financial advisor with Merrill in Bloomfield Hills, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Merrill since 2005, with a one-year tenure at UBS Financial Services from 2012 to 2013. 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 various institutional entities.

Hunter Washington is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research Advisors and as an independent contractor for Berkshire Hathaway. He also presents seminars for White Glove Workshops. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

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.

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.

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. 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.

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.

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.

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 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.

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.

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.

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.