Omar El Gothamy is a financial advisor with Merrill in Shelby Township, MI, holding Series 66 and Series 63 credentials and nine years of industry experience. His career includes roles at Bank of America and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Bongiovanni is a financial advisor with OSAIC in Washington, Michigan, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Bongiovanni serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to diverse investment solutions. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios that include a variety of investment types.

Anthony Bossuyt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 15 years at Cadaret, Grant & Co., Inc. He is involved with Franke & Bossuyt, a business entity related to his work at LPL in Warren, MI. 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 investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Thomas Gray is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America before joining Ameriprise in 2017. Outside of advising, he owns Weekend Warrior LLC, which organizes endurance, health, and fitness events. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves individuals with significant investable assets and delivers advisory, brokerage, and insurance solutions through its large institutional platform.

Karen Beaver Hitz is a CFP® professional with 12 years of industry experience, currently affiliated with Edward Jones since 2013. She holds a Series 66 license and is based in Bruce Township, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anthony Wyzynajtys is a financial advisor with Edward Jones in Algonac, Michigan. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Capital Group/American Funds and Flexible Plan Investments. Outside of his advisory work, he owns a rental property in Fishers, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kelly Lawrence is a financial advisor with Edward Jones in Clinton Township, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner of a local business in Ira Township, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large network of financial advisors and branches, as well as its integrated trust and securities-based lending services.

Michael Jennings is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2015, with prior roles at Infinex Investments, Inc. and Flagstar Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Drew Carpenter is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. His prior work history includes positions at Tarr Financial, Allegis Global Solutions, ESS - Willsub, Michigan Tech University, Rick Hendrick Chevrolet, Northwood University, and Oxford High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Righi is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research and Artisan Capital Management, among other firms. Outside of his advisory work, he is a professional musician who plans and performs music for various events. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals using a range of portfolio management approaches and custody arrangements.

Thomas Van Doorne Jr Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Ameriprise Financial Services, LLC and previously spent nine years at LPL Financial LLC. He is co-owner of Firma Financial Planning, through which he manages his Ameriprise business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alexander Oaks is a financial advisor at Thrivent Investment Management based in Macomb, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for five years and has experience in the hospitality industry with Beau's Grillery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Daniel Legner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and various credit unions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports its clients with analytical tools and advisory programs.

Christopher Scott is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera Advisors LLC since 2013. Outside of his advisory role, Scott is a part owner of Bultynck & Co., a CPA firm providing audit, review, tax, bookkeeping, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform that includes both affiliated and third-party managers.

Jonathan Stano is a CFP®-designated financial advisor with LPL Financial, bringing 13 years of industry experience. He has worked with Alliance Catholic Credit Union and FinTrust Brokerage Services, LLC prior to joining LPL Financial in 2018. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Conor Walters is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hantz Financial Services and work related to golf club operations and university employment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal research and third-party resources.

Patrick McGrath is a CFP®-certified financial advisor with 28 years of industry experience. He has been with LPL Financial since 2009 and previously worked at the Center For Wealth Planning, Inc. for 12 years. He operates a financial services DBA, Diversified Financial Services, Inc., in Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Peter Molesa is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at Woodbury Financial Services INC and SII Investments. Outside of his advisory role, he operates a business selling bonsai and related products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms to accommodate diverse client needs.

David Bultynck is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and is involved with multiple business ventures, including serving as a partner at Bultynck & Co., which provides accounting and tax services. Outside of his advisory role, he is also engaged in business consulting and facilitates business management through several related entities. Cetera Investment Advisers is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to use affiliated and unaffiliated third-party managers or customized strategies across various program structures and custodial relationships.