Christopher Righi is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing four years of industry experience. His prior work includes roles at Artisan Capital Management, Envolve Pharmacy Solutions, and MeridianRx. Outside of finance, he is also a professional musician involved in planning and performing music for various events. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Todd Ferguson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors and UBS Financial Services. He serves on the advisory board of the Davison Township Downtown Development Authority, managing grant requests for community beautification projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services that utilize analytical tools and supports municipal and public finance work through unique affiliations.

Conor Walters is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hantz Financial Services and two years in golf-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios and institutional platforms.

Andrew Dafoe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Joe's Quality Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and provides services that extend from direct individual plans to corporate financial planning agreements.

Zdenka Jones is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at The Huntington Investment Company for 18 years and Comerica Securities for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice and written Recommendation Reports, focusing on dependable income sources and tax-aware withdrawal strategies.

Patrick Mcgrath is a financial advisor with LPL Financial in Washington Township, MI. He holds the CFP® designation and Series 63 license, with 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at the Center For Wealth Planning, Inc. from 2006 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various platforms.

Jill Syracuse is a ChFC® credentialed financial advisor with 23 years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2021. Prior to this, she worked for Royal Alliance for 10 years. Outside of her advisory role, she is involved in tax preparation through Blumark Tax Advisors, LLC, and participates in a wellness shopping club called Melaleuca. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Higgins is a financial advisor with Merrill in Auburn Hills, MI, holding Series 63 and Series 66 registrations and 43 years of industry experience. He has been with Merrill since 1977 and has also worked with Bank of America since 2009. Outside of his advisory work, he serves in a power of attorney capacity for a non-investment-related entity. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategies and extensive manager-constructed offerings, supported by integration with Bank of America’s broader banking and capital markets platform.

James Wilhelm is a financial advisor at Edward Jones in Clarkston, MI, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Potter is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and related entities since 2015. Prior to that, he was with Fifth Third Securities, Inc. and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Taylor Brynaert is a CFP®-certified financial advisor with LPL Financial, based in Washington, Michigan, with 11 years of industry experience. He has been affiliated with LPL Financial and Tarr & Associates since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

David Deuel is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes 12 years at Woodbury Financial Services, Inc and 2 years at Equitable Advisors. He also operates a sole proprietorship, Deuel Financial Group, providing insurance and securities sales and service. OSAIC Wealth serves a diverse mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting a wide range of financial planning and investment management solutions.

Evan Gerrard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, N.A., Huntington Bank, and TCF Bank. 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 individual, high-net-worth, and institutional clients.

Kody Seibold is a financial advisor with LPL Financial in Lake Orion, MI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked concurrently with Michigan Schools & Government Credit Union since 2013. 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.

Alec Wycoff is a CFP® professional with two years of experience at LPL Financial. He has held various roles including positions at Michigan State University and the Office of U.S. Representative Fred Upton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.

Jeffrey Roe is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009 and also founded JDR Wealth Management, LLC, where he has worked for the past 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and offers access to third-party asset managers and institutional platforms.

Frank Bologna is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 34 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an advisory business through OKL, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products.

Jessica Fitzgerald is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 license and having 23 years of industry experience. She has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of MissionSquare Retirement, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Mackenzie White is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to rejoining Merrill in 2026, White worked at Morgan Stanley and Bank of America, as well as having experience at Oakland Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kenneth Schenden is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James & Associates since 2009 and holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.