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.

William Neef is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously worked at Berline from 2016 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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.

Kevin Curry is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment services.

Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

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.

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.

Christopher Johnson is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

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.

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.

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.

Gregory Kirchmeier is a financial advisor with Edward Jones in Hartland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Robert Ketola Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory role, he is active as an insurance agent and is involved with Clear Strategy, where he provides financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach incorporating portfolio optimization and multiple managed account options.

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.

Lisa Stanton is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her background includes 32 years at Ford Motor Company and roles at Intuit Turbo Tax, Magna Lighting, and Washtenaw Intermediate School District. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Zachary Snyder is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Securian Financial Services. Outside of his advisor role, he operates a sole proprietorship, NextGen Wealth Services, as a wealth manager and is also an insurance agent specializing in fixed insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Frederick Atiyeh is a CFP®-designated financial advisor with 47 years of industry experience, currently serving with LPL Financial since 2024. His prior roles include long tenures at Crown Capital Securities, L.P., and Legacy Investment Strategies, LLC. He also holds a public notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of advisors using various models and strategies.

Andrew Wolschleger is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2019, with prior roles including positions at Noordyk Business Equipment, Cannonsburg ski area, and Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.