Matthew Garofalo is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, following roles at UBS Financial Services from 2015 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic investment methodologies.

David Kaminski is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Kaminski owns and operates a commercial real estate business and serves as president on the board of a condominium association. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research and modeling to generate personalized, tax-efficient recommendations.

Brian Guillery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work history includes roles at FSC Securities and LPL Financial. Outside of his advisory role, Guillery is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms, managing a multi-billion dollar asset base.

Brianna Goll is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. She previously worked at Woodbury Financial Services and has ongoing involvement with Clear Strategy, where she assists clients with account reviews and investment recommendations. Outside her advisory roles, she operated Brianna Lynn Studios, LLC for eight years. OSAIC Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-affiliate structure, and comprehensive investment platform.

Scott Lowery is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Lowery has been with Raymond James Financial since 2002 and also owns an accounting practice, Scott Lowery, CPA, PC. He serves as Treasurer and board member of the Northville Historical Society. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals across its extensive advisor network.

David Paskievitch is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at LPL Financial and other firms since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and also manages the Pettrillo Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs including municipal and public finance services.

Anita Brooks Locey is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with various Fidelity entities since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Julie Leenknegt is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its related entities since 2003. Outside of her advisory role, she is the president and owner of Dorbz World, LLC, a business involved in voice-over work, modeling, and bookkeeping. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual, customized Recommendation Reports through a centralized consulting team.

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.

Nicole Mulvihill is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, she worked at WWK Investments and Centria Healthcare. Outside of advising, she owns Mauve Event Management, a business that plans and manages events. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, access to third-party asset management, and institutional platforms.

Josh Hartman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, serving in various capacities including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Josh worked as a Financial Planner at Michigan Financial Companies and as a Financial Advisor at Edward Jones. Josh's professional focus involves delivering comprehensive financial and investment planning services to help clients work toward long-term financial success. He is committed to guiding clients through their financial journeys, from the beginning stages to retirement preparation, emphasizing clarity, confidence, and peace of mind through personalized strategies. Outside of his professional work, Josh has interests in baseball, football, hiking, pets, and traveling.

Rukiya Nur is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at the State of Michigan Unemployment Insurance Agency for over a decade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Carmen Haag is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and its predecessor entities since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a range of financial topics, separate from managed-account services, and conducts periodic reviews of recommendations.

Michael Eze is a financial advisor with Ameriprise, holding Series 65 and Series 63 designations and six years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank. Outside of his advisory role, he is involved in retail and cleaning work as a shift supervisor and laborer. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes producing written recommendation reports that address asset allocation, withdrawal strategies, and Social Security options, supported by investment research and algorithmic tools.

Timothy A. Shelton is a financial advisor at UBS Financial Services with 24 years of experience in the industry. He holds a Series 66 designation and has worked at UBS since 2003, including prior roles at Chase Investment Services Corp. and Banc One Securities Corporation. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services while delivering advisory work through proprietary research and model-based asset allocation.

Heather Bullion is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, 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.

Bruce Slater is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and a Series 63 license. His career includes long-term roles at Intersecurities, Inc. and Transamerica Financial Advisors, Inc., as well as self-employment since 1984. Outside of his advisory work, he has served as an election inspector in Northville, MI, and prepares taxes for a small number of disabled clients. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing, and provides access to various managed account strategies and third-party money managers.

Eric Jacobs is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Austin Wagley is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he served as a Financial Advisor at Ameriprise from 2018 to 2022. He focuses on collaborating with clients to clarify their financial goals and priorities, analyze and stress test their financial situations, and develop personalized strategies for financial planning. His approach emphasizes understanding what matters most to his clients to co-create plans that provide clarity and confidence. Outside of his professional work, Austin enjoys activities such as golfing, skiing, traveling, and exploring culinary interests.