Maryann Kiser is a financial advisor with Ameriprise in Lapeer, MI, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she owns and manages Maryann Kiser, INC, which supports her advisory business operations. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, using research-driven, tax-efficient strategies and algorithmic tools to deliver tailored retirement income recommendations.

Dawn Swanson is a financial advisor at Ameriprise with four years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of advising, she occasionally assists with a rare coin retail business co-owned by her family and works as a horse-drawn carriage driver in Frankenmuth, Michigan. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jay Momber is a Financial Consultant who collaborates with clients to support informed and confident financial decision-making. He emphasizes removing uncertainty about portfolio performance relative to clients' financial goals through structured planning and scenario-based analysis. This approach includes making disciplined adjustments to align with market changes and clients' evolving life circumstances. Jay's professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, Financial Representative from 2022 to 2023, and High Net Worth Associate from 2021 to 2022. Prior to that, he worked as an Agent at Equitable Advisors from 2019 to 2021. Outside of his professional work, Jay has interests in fishing, fitness, football, golf, and movies.

Michael Drainville is a financial advisor with Raymond James & Associates in Fenton, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James since 2015. Drainville owns Horizon Group of Fenton L.L.C. and a business focused on recovery solutions communications, and he serves on the Finance and Investment Committee of Warwick Hills Golf & Country Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment advisor managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Justin Blevins is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Planmember Securities Corporation, and Waddell & Reed, among others. Outside of his advisory work, he operates Blevins Tax Services LLC, providing tax preparation and accounting services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a substantial network of over 22,000 advisors.

James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Edward Jones since 1994. Wood serves as president of the Flushing Chamber of Commerce. 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 variety of managed investment strategies and maintains a large network of financial advisors and branch offices across the United States.

Anthony Lerma is a Series 66-credentialed financial advisor with Edward Jones, based in Flushing, MI. He has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Shannon Mulloy is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its affiliated companies.

David Vallie is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America N.A. and Merrill. Vallie serves as Treasurer and Board Member of the Mighty Fortress Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Drew Shapiro is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with Mass Mutual Investors Services since 2016 and has also worked with MassMutual Life Insurance Company since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools, offering a range of investment and planning programs.

Dawn Hausch Cooper is a financial advisor with Ameriprise in Flint, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages Operational Consulting, LLC, a business focused on supporting Ameriprise operations. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized team utilizing research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Drew Goodrich is a financial professional affiliated with Cetera, holding Series 63 and Series 66 credentials, with 15 years of industry experience. He has worked at firms including J.P. Morgan Securities, PNC Wealth Management, and currently serves roles at Dort Financial Credit Union and Dort Financial Investment Services. Outside of his advisory work, he is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Christine Marshall is Vice President, Wealth Planner at Fidelity Investments, where she has served since 2014. She offers comprehensive financial planning by partnering with clients and their families to develop and maintain strategies tailored to their specific financial planning needs and desires. Her professional experience includes roles as a Financial Advisor at Merrill Lynch from 2011 to 2014, and at Smith Barney from 2000 to 2005. Outside of her professional work, Christine enjoys family activities, kayaking, music, traveling, and yoga.

Raynell Tolley is a financial advisor with Ameriprise in Grand Blanc, MI, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Prior to joining Ameriprise in 2025, Tolley worked for nine years at Raymond James & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Melissa Burt is a financial advisor with J.P. Morgan Securities in Fenton, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2011. In addition to her advisory role, she was involved with Betty James Pretty Things in 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

David Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Cambridge Investment Research Advisors and Complete Financial Planning since 2006. Outside of his advisory role, Smith serves on the boards of several nonprofit organizations, including Lamb of God Fellowship and Gleaner Tri-County Arbor, and acts as a care pastor for weddings. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management and access to third-party advisers and proprietary model strategies.

Mark Smith is a financial advisor with LPL Financial and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at Grove Point Advisors, LLC and RLM Financial Services, Inc. Outside of his advisory work, he is involved with non-variable insurance through RLM Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Dante Cioni is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Wright is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2016, following six years at Transamerica Financial Advisors. Wright serves as vice president of the board for Richfield Public School Academy and is president of a local BNI chapter. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

Jack Willson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on assisting clients in accumulating wealth and generating reliable sources of income tailored to their financial goals. His professional approach centers around creating financial strategies that align with the individual needs of his clients. Since joining Fidelity Investments, Jack has been dedicated to providing planning services that support clients in meeting their long-term financial objectives. His work involves understanding client goals and developing plans to help achieve them through disciplined financial management. Further details regarding Jack's education, credentials, and personal interests have not been provided.