Dominick Clement Kassa

Amy Birtcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on non-discretionary asset management.

Benjamin Blanchard is a financial advisor at Empower Advisory Group with credentials including Series 66 and Series 65 licenses and two years of industry experience. Prior to joining Empower Advisory Group, he worked at Paul Davis Restoration of Northwest Michigan and Investment Advisor Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, and serves a large participant base through proprietary and third-party methodologies.

Justin Keillor is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Anna Gill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Harrington's By the Bay as a food and beverage server. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Tia Kurina Cooley is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Prior to her current role, she has worked at firms including Craig Wealth Advisors LLC and Bank of America. Outside of her financial career, she serves in a political office in Homestead Township. 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 tailored non-discretionary planning and consulting through analytical tools and supports clients in implementing recommendations via multiple advisory programs.

Brian Coughlin is a financial advisor at Merrill with 26 years of experience and holds a Series 66 designation. He has been with Merrill since 2000 and is also associated with Bank of America since 2011. Outside of his advisory role, Coughlin serves as an adjunct faculty member, teaching undergraduate business courses at Indiana Tech. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.