Steven Kolasinski is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

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.

Tracy Bachuwa is a Series 66-licensed financial advisor with Edward Jones in Howell, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of two food service businesses in Brighton, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Stark is a financial advisor with Edward Jones in Milford, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he serves as the head volleyball coach at Oakland Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Eric Dovre is a financial advisor with Merrill in Holly, MI, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Merrill since 2016. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Callahan Burke is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James in 2026, he held positions with several professional hockey teams, including the San Diego Gulls, Vegas Golden Knights, Carolina Hurricanes, and Colorado Avalanche, as well as playing collegiate hockey at the University of Notre Dame. Raymond James & Associates is a large, dually registered 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—and offers a range of financial planning, consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Jeffrey Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and has managed his own firm, the Petrillo Group, since 2005. Outside of his advisory roles, he is involved as a partner in Diamond Building LLC, a business related to real estate management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs, with a notable focus on municipal and public finance services and innovative employer advisory offerings.

David Kuzner is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2010, following four years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

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.

Travis Richards is a financial advisor at Ameriprise with 13 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliated entity since 2013. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Deron Hackney is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2009 to 2021. Outside of his advisory role, Hackney serves as president of a condominium association in Traverse City, MI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specific net-worth criteria.

Matthew Wojczynski is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2014 and Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a specialized focus on derivatives and commodities capabilities.

Michael Ralston is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His career includes roles at Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Terrian is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His background includes long-term roles at PFS Investments Inc. and Primerica Financial Services, as well as experience outside finance working in healthcare and travel. He also serves as a Registered Nurse in the U.S. Army Reserves. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management, delivering investment strategies primarily through model-driven recommendations.

Jennifer Olsen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2015. In addition to her advisory role, Olsen is a business owner and member of the Horizon Group of Fenton, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management styles.

Austin Bowen is a financial advisor at OSAIC with a Series 66 designation and experience working at Keller Williams First and several other companies since 2019. He has been with OSAIC since 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation and portfolio optimization through various managed account programs and third-party managers.

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.

Michael Bareither is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked with Raymond James since 2010 and has prior experience in real estate dating back to 2005. In addition to his advisory role, he is also an agent involved in fixed annuities and term life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, along with specialized municipal advisory and SIMPLE IRA consulting services.

Logan Hugo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education and at Farm Bureau Insurance of Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.