Glenn Matecun is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 10 years of industry experience. He previously worked at Osaic, Prosperity Wealth Management, and Founders Financial Securities. Outside of his advisory role, he is an owner and attorney at Glenn R. Matecun, PC, a law firm specializing in elder law and estate planning. 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 portfolios, and participant-level retirement advice, supported by extensive research and technology tools.

Teresa Mcclelland Sargent is a CFP® professional with 27 years of experience, currently serving at OSAIC since 1998. She also owns Financial & Tax Planning of Flint, Inc. Outside of her advisory work, she serves as chairman of the nonprofit Back to the Bricks Inc. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various client types including individual investors, retirement plan sponsors, and corporate clients.

Rob Maxwell is a Financial Consultant currently working at Fidelity Investments since 2021. He has held roles including Principal, Investment Advisor Representative, and Chief Compliance Officer at Pinnacle Wealth Partners from 2019 to 2021. Prior to that, he was a Sales Consultant at Allstate Financial in Michigan from 2015 to 2019. From 2004 to 2015, he worked at Prudential Financial as a Fee-Based Financial Planner and later as Manager of Financial Services. Throughout his career, Rob has focused on financial consulting, emphasizing a relationship-focused approach to understand client priorities. He utilizes clear communication and thoughtful planning to assist clients in navigating financial decisions and aligning their wealth with their values.

Alan Rohde is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 32 years of industry experience. He has worked at Cetera since 2004 and has a longstanding association with Yeo & Yeo, providing accounting services as an independent contractor. He is also a member of Rmr Lake Life LLC, a family vacation property maintenance business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Kurtis Mc Mahan is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2024 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his financial advisory work, Mc Mahan serves on several local boards in Davison, Michigan, including the township, community schools, and the country club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing comprehensive advisory programs to individual and institutional clients. The firm utilizes structured financial planning tools and offers a range of investment services, managing approximately $2.74 trillion in client assets.

Mark Down is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with JPMORGAN Chase Bank, N.A. since 2010. Outside of his advisory role, he operates a handyman business specializing in small engine repair, lawn mowing, and debris removal. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Jason Brown is a financial advisor with OSAIC in Flint, Michigan, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with OSAIC since 2007 and was also employed at Financial Planning Advisory Corp from 2014 to 2016. Outside of his advisory role, he assists in administrative support for Financial & Tax Planning Inc. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.

Patrick McCallum is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2015, progressing from Investment Consultant to Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Advisor and Financial Advisor Intern at Edward Jones Investments from 2011 to 2015. Patrick's professional focus involves partnering with clients and their families to help them strive toward reaching their most important financial goals. His experience encompasses wealth planning and financial consulting across various roles in the financial services industry. Outside of his professional career, Patrick has interests in cars, concerts, family activities, music, and traveling.

Scott Nicholas is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Ameriprise since 2009, serving in various capacities within the firm. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Matthew Kiser is a Series 66-registered financial advisor with Ameriprise in Oak Park, MI, with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in music, recording and releasing his own work, and also performs improv comedy under contract for theaters and organizations. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

John MacDonald is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1996, working with high net worth families, endowments, and foundations to provide investment, wealth management, cash-flow management, and special services. His areas of focus include family wealth management strategies, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, socially responsible and ESG investing, and individual and corporate investment strategy. John earned his M.B.A. with a finance major from the University of Michigan-Flint and holds the CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards, Inc. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for eight consecutive years. Community involvement includes service as the Finance Chair and Treasurer of The Flint Cultural Center Corporation, where he is also a former Vice Chair. John lives in Fenton with his wife, Nicole, and their daughter, Allie. He is a parishioner of St. John, Fenton. In his personal time, John enjoys biking, music, swimming, tennis, traveling, and spending time with his family.

Keith Holzwarth is a financial advisor at Stifel with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following a brief tenure at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Jeffrey Bowie is a financial advisor with Merrill in Grand Blanc, MI, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2008, with a brief period at BofA Securities in 2019. 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 institutions.

Phillip Guerra is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2025 and 2026, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jayce Erwin is a Senior Financial Advisor and a member of the BRZ Group with Merrill Lynch Wealth Management in the Grand Blanc, Michigan office. He provides financial advice and guidance to high-net-worth individuals and their families, collaborating closely with clients and their trusted advisors to address a variety of short- and long-term financial goals. Jayce and his team utilize the investment insights of Merrill and the banking capabilities of Bank of America to assist clients in navigating financial challenges and identifying opportunities. Jayce joined Merrill in 2018. His approach involves careful listening to clients' financial situations, preferences, and goals, including considerations such as time horizon, liquidity needs, and risk tolerance. He offers tailored recommendations designed to support income, growth, and long-term planning, maintaining ongoing engagement to ensure strategies remain aligned with clients' evolving objectives. He earned a Bachelor of Business Administration with a focus in Accounting from the University of Michigan–Flint. Jayce holds the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp, the Certified Plan Fiduciary Advisor (CPFA) designation offered by the American Society of Pension Professionals & Actuaries, and the Personal Investment Advisor (PIA) designation. Jayce lives in Swartz Creek, Michigan with his wife, Danielle, and their three children.

Sarah Novak is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company and Chase Investment Services Corp. Outside of her advisory work, she provides caregiving for her mother and works as a tax preparer. 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 broad range of advisory and brokerage services, utilizing strategic and tactical investment approaches supported by research and technology tools.

Katherine Weber is a financial advisor with LPL Financial in Grand Blanc, MI, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and MMB Advisors since 2021, with prior roles including positions at Gordon Food Service and the US Census Bureau. Weber also has experience serving the Chesaning Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Lauzon is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes nine years at Ameriprise Financial Services before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Barry Jones is a financial advisor with Equitable Advisors in Davison, MI, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of advising, he serves as a varsity volleyball coach for Lapeer Community Schools. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and third-party managers, focusing on personalized client information, risk tolerance assessment, and a variety of investment options including mutual funds, ETFs, and alternative investments.

Jay Hoffman is a financial advisor with Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate business, BAJ of Grand Blanc, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.