George Makranyi is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2013 to 2020 and as a Regional Planning Consultant from 2012 to 2013. In his role, George focuses on helping clients visualize their investment plans in relation to their goals and aims to build their confidence in these plans to enable them to stay the course. This approach supports clients in enjoying life while working toward their financial objectives. Outside of his professional work, George has personal interests that include baseball, golf, spending time at the lake, parenthood, and reading.

Jeffrey Snider is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1992. Outside of his advisory role, he is involved in life and health insurance sales through his own business, Jeff Snider Financial. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools, focusing on investment strategies rather than specific product recommendations.

Andrew Atherton is a financial advisor with OSAIC in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management and Questar Capital Corporation. Outside of his advisory role, Atherton owns Encompass Tax & Investment Group LLC, which provides tax preparation and accounting services for individuals and businesses. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Nathan Cook is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Carbon Market Exchange Ltd and Michigan State University Athletics. Outside of his advisory role, he owns and operates Legendairy Ranch, a local farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by extensive research and a nationwide network of advisers.

Joshua Brehm is a Managing Director and Wealth Management Advisor with the BRZ Group at Merrill Lynch Wealth Management in Grand Blanc, Michigan. He advises high-net-worth individuals, families, and business owners, delivering strategies that support growth, transition, and long-term financial security. Josh joined Merrill in 2013 and serves as a liaison to senior leadership through the Merrill Financial Advisor's Advisory Council to Management (ACTM). Josh's expertise focuses on assisting successful business owners with the sale, transition, or succession of their companies. He works collaboratively with clients and their legal, tax, and financial advisors to create integrated strategies that address liquidity planning, investment strategy, tax efficiency, estate planning, charitable giving, family wealth transfer, and life after business ownership. Josh also provides guidance on college education planning, corporate benefits, executive compensation, family wealth management, and personal retirement planning. He holds a Bachelor's Degree in Finance from Alma College, a Master of Business Administration in Finance from Walsh College, and completed a certificate program at Oakland University. Josh has earned several professional designations, including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Fenton, Michigan, with his wife, Holly, and their three children. Josh is also involved with Alma College.

David Newbill is a CFP® professional with 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and has worked previously at Regal Investment Advisors LLC and Creative Financial Designs, Inc. Outside of advisory work, he serves as a Planning Commission Board Member for Groveland Township, Michigan. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of financial professionals. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Andrea Attwood is a financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing for one year. Andrea holds a Series 66 designation and is also a Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

James Bentley is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisors LLC and Kevin R Douglas, CPA. Bentley is also the owner of Paragon Financial Services, LLC, where he provides tax preparation, small business consulting, and life insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and programs across affiliated broker-dealer and registered investment adviser relationships.

Shane Heddy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. He has held roles with Osaic Wealth, West Financial Planning, and Legacy Financial Group. Outside of advising, he owns a woodworking business where he builds and sells furniture, primarily tables, through an online shop. He also teaches and moderates coursework for the College for Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and leverages technology for operational and research support, managing over $819 billion in discretionary assets through a large network of advisors.

Nicholas Godlesky is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Raymond James and its affiliated entities since 2016. Outside of his advisory role, he serves as president of Glennon Financial Services, a support company he has led since 2009. 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, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its recommendations through various advisory programs and partnerships.

Sarah Henley is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Investment Advisers, Dort Financial Credit Union, and Oppenheimer & Co Inc. Outside of financial advising, she owns and operates Track n Time Race Management, a business contracted with schools to time cross country and track races. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Jacob Hoffman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Vineyard Vines and spent over a decade in full-time education prior to entering the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices, offering various advisory programs and investment solutions under a fiduciary standard.

Harry Booms is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1985. Outside of his advisory role, he is also involved in farming as the owner of Ashmore Acres in Harbor Beach, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Kriss Klaus is a financial advisor with Primerica Advisors in Lapeer, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Bradley Foutch is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2011. He specializes in working with high net-worth families, focusing on corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, and tax minimization. Bradley and his team at The Foutch Group develop tailored financial strategies to address the unique lifestyle needs, cash-flow scenarios, and wealth preservation goals of their clients. Their approach includes asset allocation across equities, fixed income, alternative investments, options, and ETFs, with an emphasis on helping clients build, manage, and preserve their wealth. Bradley holds a Bachelor's Degree in Business and Finance from Lynn University in Boca Raton, FL. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bradley lives in Linden, Michigan, with his wife and three children. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, and spending time with his family.

Michael Salah is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Citizens Securities, Inc., Spc, and Sigma Financial Corporation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base including charitable funds and registered investment companies.

Justin Fister is a Wealth Management Advisor and partner of The HLA Wealth Management Group in Chicago, Illinois. With over 16 years at Merrill Lynch Wealth Management, Justin specializes in assisting affluent multi-generational families, corporate executives, and business owners with complex wealth management needs. His role involves tax-sensitive investment management, retirement cash flow and income planning, executive compensation planning, business cash management and succession planning, as well as estate, legacy, and trust services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification through the CFP Board of Standards, Inc., as well as the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Justin graduated from Ohio University with degrees in finance and marketing. He applies a goals-based approach, collaborating closely with clients and their families to develop customized financial strategies aligned with their short-term and long-term objectives. Residing in the Edgewater neighborhood of Chicago with his wife, Sonnie, and their son, Jackson, Justin is an active member of the Best Buddies organization and the Chicago Council on Global Affairs. He enjoys golfing in his spare time.

Steven Walker Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates out of Flint, MI, and holds the Series 66 designation. Outside of his advisory role, he manages a rental home in Flint, MI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Latasha Shackelford is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads a team of professionals who focus on understanding client needs and developing tailored wealth planning strategies. Latasha and her team are dedicated to delivering client service and providing financial education to support confident financial planning decisions. Latasha has been with Fidelity Investments since 2013, holding titles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Branch Leader. Her progression within the company reflects her experience in financial consulting and client relationship management. Outside of her professional role, Latasha enjoys cooking and baking, participating in family activities, fitness, exploring culinary interests as a foodie, riding motorcycles, and traveling.

Brandon Lokken is an Investment Consultant at Fidelity Investments, where he assists individuals and families in pursuing their financial goals through personalized planning and guidance. He focuses on building meaningful relationships by understanding each client's unique circumstances, priorities, and aspirations. Using Fidelity's resources and investment solutions, he supports clients in making informed decisions aimed at long-term financial confidence. Brandon began his career at Fidelity Investments as a Financial Service Representative in 2024, advanced to the role of Financial Representative in 2025, and assumed his current position as Investment Consultant in 2026. His professional experience centers on delivering financial advice and investment consulting services. Outside of his professional role, Brandon engages in family activities and enjoys football, golf, and movies.