David Spirl is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is a member of the investment committee for the Western Wayne County Conservation Association, where he reviews the club’s investments. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard.

Logan Collins is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in education and various roles including at Varsity Tutors LLC and Artistic Design LLC. He also manages an advisory business through Summit Marketing & Planning, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Terri Rowe is a Series 66-licensed financial advisor with 29 years of industry experience. She joined LPL Financial in 2024 after 15 years at Ameriprise Financial Services, Inc. Outside of her advisory work, Rowe is a licensed notary in Michigan and owns Splattered Paint Marketing, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various technology-driven investment solutions.

Damali Hall Mc Guire is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Noonan is a ChFC® credentialed financial advisor with 34 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Brighton, MI office. In addition to his advisory role, Noonan is involved in independent insurance brokering with Prudential, specializing in whole life insurance. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Marilyn Woodman is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1985, she has developed extensive experience in retirement and investment planning, guiding clients through a comprehensive process that includes evaluating current financial situations, setting goals, assessing risk tolerance, and creating personalized strategies to support their long-term lifestyle objectives. Marilyn is licensed in insurance and can offer clients access to a full range of insurance and annuity products when appropriate. Her client focus areas include college education planning, divorce transition planning, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Marilyn holds a Bachelor's degree in Business from Michigan State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Marilyn is actively involved in her community through volunteering and maintains a strong personal commitment to her family. She resides in Canton with her husband, Ken, and dedicates much of her time outside of work to supporting her three grown children and six grandchildren. Her personal interests include cooking, swimming, traveling, and spending time with family.

Thomas Wloch is a financial advisor with Osaic Wealth, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Osaic in 2022, he worked at Hantz Financial Services for 12 years. Outside of his advisory role, he is involved in managing tax planning and investment-related activities through his own entities, including Redsky Financial LLC and Redsky Tax LLC, and serves as a trustee and financial power of attorney for his parents. Osaic Wealth, Inc. serves a diverse set of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment products.

Sean Lehman is a financial advisor with Charles Schwab & Co., Inc. in Detroit, Michigan, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Schwab in 2023, he worked in various roles including at Griffin Claw Brewing Company and the United States Postal Service. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 employs a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and uses multi-asset model portfolios supported by extensive research and due diligence.

James Thorpe is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He is the sole owner of Jim Thorpe LLC, a business managing cash flow and expenses. Thorpe holds leadership roles in local organizations, including Vice President of the Dearborn Library Foundation and President Elect of the Rotary Club of Dearborn, and contributes to the Dearborn Area Chamber of Commerce Finance Committee. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Erik Bloomfield is a financial advisor with OSAIC in Dearborn, MI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at Advisor Group and MassMutual Investors Services. Outside of his advisory role, he manages Impact Arms, LLC, which facilitates NICS background checks and firearm transactions in compliance with federal law. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Julius Porter is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has held roles at Avantax, Edward Jones, and Ohio National Life Insurance Company, among others. Porter also provides tax preparation and accounting services through his own firm, J.R. Financial Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ronald Rippon is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services, Visteon, and Valeo. In addition to advisory services, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Tiffany Long is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at Primerica Financial Services and PFS Investments Inc. Outside of advising, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

Jeanette Kowal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at DFCU Financial, CUSO Financial Services, Protective Life, ProEquities, and Sunamerica Retirement Markets. She is currently affiliated with DFCU Financial Partners, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Nitish Kulkarni is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Citizens Bank, and United Wholesale Mortgage. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Lundquist Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously held roles at Sii and Cco Investment Services Corp. Outside of his advisory work, he is involved as an agent with Allen Wealth Strategies, focusing on smaller death benefit insurance cases and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party investment solutions to manage portfolios across a broad range of securities.

Donald Andrysiak is a financial professional at Cetera with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Cetera and related entities since 2020, and previously held positions outside of finance, including roles in landscaping and golf club management. He is also associated with Economic Financial Services, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with various program structures and custodial relationships.

Aman Awan is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2025. He has also worked with CUSO Financial Services, Lp and DFCU Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

William Avery Jr. is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is a member of the Detroit Economic Club and volunteers with a youth baseball team, the Grosse Pointe Gryphons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he is the owner of The Detroit Sports Group/Elite Evaluators and a certified NFLPA contract advisor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals, risk tolerance, and time horizons.