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.

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.

Blake Danna is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2022 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Vincent Delicata is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding the CFP® designation and Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at MassMutual Life Insurance Co and previous positions with One To One, LLC and TFO TDC, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, using firm-approved software and collaborative annual planning processes.

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.

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.

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.

Lawrence Stillwater is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 53 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through employer agreements.

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.

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.

Louis Petrucco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at CUSO Financial Services, DFCU Financial, Comerica Securities, and other firms dating back to 2004. 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 institutions. The firm offers a range of financial planning and portfolio management options supported by extensive operational and research tools.