David Vickery is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been affiliated with Sigma Planning Corporation since 2006 and has maintained long-term roles with Sigma Financial Corp and Vickery and Associates since the 1980s. Vickery serves on the Michigan Catholic Conference Lay Employees Retirement Plan Board of Directors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies and maintaining a corporate structure that integrates affiliated broker-dealers and insurance agencies.

Kalpana Shah is a financial advisor at SPC with 28 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at LPL Financial for 22 years before joining SPC and Sigma Financial Corporation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and is notable for its affiliations with broker-dealers and insurance agencies.

John Sepp is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2016. Outside of his advisory role, he serves as a FINRA arbitrator and volunteers as an election poll worker in Washtenaw County, Michigan. He also provides marketing and management support to his spouse's dental practice. SPC offers investment management, financial planning, and retirement-plan advisory services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice, with custody and execution services provided primarily through Fidelity/NFS.

Michael Stros is a CFP® professional with five years of industry experience, currently serving clients at Mercer Global Advisors Inc. in Ann Arbor, Michigan. His prior experience includes roles at Vintage Financial Services and Beth Shutko's State Farm. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios implemented through a variety of low-cost investment options and provides specialized services such as retirement plan consulting and charitable advisory.

Kristen Roy is a CFP® professional with 20 years of experience in the financial services industry. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Simplified Divorce Solutions LLC, a consulting business unrelated to investments. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kimberly Haines is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Goldsmith & Associates. In addition to her advisory role, she owns Kimberly J Haines LLC, through which she provides accounting, tax preparation, and payroll services to small businesses and individual clients. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Marci Blankenship is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing eight years of industry experience. She has been with Thrivent and its affiliates since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial planning topics through a network of Financial Advisors. The firm’s approach separates planning from managed-account services and emphasizes ongoing client engagement without discretionary trading authority.

Jeremiah Newton is a financial advisor at Edward Jones in Manchester, MI, holding a Series 66 credential with two years of industry experience. His prior work includes five years at Consumers Energy Inc. and eleven years at PECO Pallet Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Richard Stites is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with Blue Water Asset Management and Invest Financial Corporation. He also operates Stites Financial LLC, an insurance agency and investment-related business he has managed since 1997. 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 advisors. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, as well as research and model portfolios from internal and third-party sources.

Curtis Meono is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has been associated with Cetera and related entities since 2013 and serves as a registered administrative assistant at Vantage Financial Group, Inc. He also works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various investment program options and custodial relationships.

Tricia Nelson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 10 years. Outside of her advisory role, she manages an independent advisory business, RNB Greenlight LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Devon Manntz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has been with Edward Jones since 2014, returning to the firm in 2024 after a previous ten-year tenure. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristi Dykstra is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 designations and has 32 years of industry experience. Her prior work includes nearly two decades at Wells Fargo Clearing and recent roles at Arcadia Capital and Baughman Capital Management, where she serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Tom Mclinden is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Woodbury Financial Services and Berthel, Fisher & Company Financial Services. Outside of advising, he is involved in business ownership related to financial services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment strategies through a network of independent financial professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Michael Birkle is a CFP® professional with 35 years of industry experience. He is currently affiliated with LPL Financial since 2024, following 18 years at Crown Capital Securities, LP, and over three decades at Birkle Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting as the owner of Birkle & Birkle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management with support from its research and model portfolios.

Diane Kieliszewski is a CFP® professional with over 34 years of experience at Edward Jones. She has been with the firm since 1992 and maintains a long tenure in the industry dating back to 1985. Outside of her advisory role, she serves as an election inspector for Putnam Township in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Clinton Rux is a CFP® professional with 23 years of industry experience, serving at Edward Jones since 2002. He operates out of Pinckney, MI. His other business activities include managing partnerships related to commercial property ownership. Edward Jones is a wealth management firm serving a broad client base including individual and institutional investors, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 advisors.

Mark Grieshaber is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Edward Jones in Saline, Michigan, since 2006. Outside of his advisory role, he educates attendees on basic investing principles through financial workshops at Washtenaw Community College. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, 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.

Mark Dunbar is a Series 66 credentialed financial advisor with nine years of industry experience, currently associated with Raymond James Financial in Ann Arbor, MI. Prior to joining Raymond James, he worked at Gulfstream Aerospace for six years. Outside of his advisory role, he owns BlauScreen LLC, an IT support company serving his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals, supported by various analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jessica Carlsen Buszka is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds the Series 66 designation and has worked with several Raymond James entities since 2021. Prior to her current roles, she was employed at Edward Rose & Sons from 2018 to 2021. 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, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.