Kelsey Hunter is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services Inc, Wealth Strategies Financial Group, and several other financial firms. Outside of her advisory role, Hunter operates a registered representative business under NextGen Wealth Services and also sells fixed life insurance products. OSAIC serves a diverse client base including retail and institutional investors and offers a range of services such as brokerage, investment advisory, financial planning, and managed accounts. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various investment types for both discretionary and non-discretionary management.

Jeff Tomlinson is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2021. He has 16 years of industry experience, including seven years at Voya Financial Advisors. Tomlinson also operates a business entity for his LPL work under the name Nova Retirement and Wealth Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and a range of portfolio management options.

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.

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.

Devin Kind is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and operates Clear Strategy, where he serves as a financial advisor and insurance agent. Outside of finance, he has experience as a barber, cutting hair once or twice a month at Brighton Barbers. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

Dominic Balagna is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at NorthWestern Mutual. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Eric Schroeder is a financial advisor with OSAIC in Brighton, MI, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Questar Capital Corporation and Woodbury Financial Services and has operated Estate Preservation for over 25 years. Schroeder serves as a board member for the Fortunaire Club Charitable Foundation. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.

Robert Baidel is a CFP® and ChFC® with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, currently based in Brighton, MI. Outside of his advisory role, he owns and manages commercial real estate through Baidel Properties LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

Ryan Haller is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2026 before joining LPL Financial. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management strategies.

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.

Matthew Wojczynski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager selection, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

John Manwiller is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Scottrade and has been with Edward Jones since 2017. Outside of his advisory role, Manwiller facilitates a team meeting biweekly for Caerusnet, a business development organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Grant Lemirande is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Cargill and FedEx Ground. He is also licensed as a non-variable insurance professional and operates under DBAs related to his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

John Rohrhoff is a financial advisor with Cetera in Brighton, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with Avantax Advisory Services and Ohio National Insurance Company. Outside of his advisory role, he owns an accounting and tax preparation business and serves as president of The Riley Katheryn Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and supports various program structures, including access to third-party money managers and custom strategies.

Damon Portwood is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Deborah Leek is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a variety of discretionary and non-discretionary investment strategies and affiliated investment products under a fiduciary standard.

Colleen Cowles is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and two years of industry experience. She previously spent ten years at Venture Academy before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans 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 options, separately managed accounts, and affiliated mutual funds.

Logan Hugo is a financial advisor at Edward Jones in Pinckney, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farm Bureau Insurance of Michigan and was involved in education for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kristen Hawkins Yakel is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Premier Financial Planning. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment solutions.