Mark Bachman is a financial advisor with Edward Jones in Lapeer, MI, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward Jones since 1988. Bachman serves as a board member for Lapeer County Community Mental Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Will Haney is a Financial Consultant who collaborates with clients to understand their priorities and develop financial plans aimed at achieving their valued goals. He has held several roles in the financial industry, including Planning Consultant and Central Relationship Manager at Fidelity Investments from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Solutions Advisor and Relationship Manager at Bank of America Merrill Lynch between 2017 and 2019. Outside of his professional work, Will has personal interests in cooking and baking, football, gardening, spending time at the lake, pets, and traveling.

Trey Le Vasseur is a financial advisor with Ameriprise in Pinckney, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors LLC and several positions outside the financial sector, including work with Country Club Limousine and Superior National Bank. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering customized, non-discretionary recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and automated tools to support its advisory process while providing a broad range of investment, brokerage, and insurance solutions.

Terrence Andrysiak is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, Andrysiak is a partner in two businesses involved in commercial real estate investment and development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Edward Walterhouse is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Walterhouse serves on the Finance Committee of Our Lady of Lebanon Church. Ameriprise provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kent Kern is a financial advisor with Edward Jones in Clio, MI, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 24 years of industry experience, including 14 years at Edward Jones. Kern serves as Vice President of the Clio Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Christopher Rodriguez is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel in Flint, MI. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent a year at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

David Wroblewski is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies from 2007 to 2021. 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 network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a range of strategic and tactical investment options.

Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2011 and also works with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Pamela Wright is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, following 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Benjamin Littlefield is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other firms. He also sells Medicare insurance through two companies, Action Benefits and American Group Insurance, assisting clients with healthcare options related to retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Mitchel Vallie is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2022. He previously worked at Bank of America and Merrill from 2015 to 2022. Outside of advising, he and his wife own a business focused on manufacturing a new type of retrieving training dummy for hunting and retrieving dogs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and various organizations. The firm offers tailored financial planning and advisory services supported by extensive research, a diverse range of portfolio management styles, and specialized municipal advisory capabilities.

Nicholas Nawrocki is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients’ unique goals and aspirations. He collaborates closely with individuals, families, corporate executives, charitable organizations, and endowments to develop comprehensive financial plans focused on family wealth management, legacy planning, personal retirement planning, and retirement income. Nicholas emphasizes a goals-based approach aimed at improving clients’ financial health and maintaining lifelong relationships through regular reviews and strategy adjustments. Nicholas holds a Bachelor's Degree from Michigan State University and the professional designation of Personal Investment Advisor (PIA). He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to deliver flexible strategies suited to today’s dynamic market conditions. His approach is founded on understanding clients’ life priorities beyond market performance to create plans centered on what matters most to them. In addition to his professional commitments, Nicholas participates in community service through his involvement with the American Cancer Society. Outside of work, he enjoys basketball, fishing, golfing, traveling, and spending time with his family.

Amy Townsend Vanderpool is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, DORT Federal Credit Union, The Huntington Investment Company, Firstmerit Bank, PNC Wealth Management, and Chase Investment Services Corp. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse investment options.

Jason Kokaly is a financial advisor with Ameriprise in Linden, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, Kokaly is involved in independent insurance brokering and owns a consulting business, Kokaly Investments. He also serves on the Board of Directors for the University of Michigan Club of Greater Flint. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed 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 tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Alyssa Thomason is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013, with additional experience at Elevated Performance Investment Group and Barnett Financial & Tax. Thomason also owns and manages Thomason & Associates, LLC, an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Marcelo Flores is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill Lynch, and Morgan Stanley. 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 detailed retirement income planning and tax-aware withdrawal strategies through a centralized team working alongside financial advisors.

Jon Sabo is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 30 years of industry experience. His prior roles include positions at Merrill and Chase Investment Services Corp. He is also engaged as an associate financial advisor at Dave Brazen, providing financial advisory services in Troy, MI. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which delivers personalized recommendations and annual advice focused on reliable income sources and tax-aware withdrawal strategies.

Todd Petty is a financial advisor with Edward Jones in Lapeer, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he was involved with Christ's Church and Hillside Discipleship Church, serving at the latter for over a decade. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tamara Miller is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been with Cetera and its affiliates since 2012 and has been involved with Sullivan & Sullivan Financial Services since 2002. In addition to her advisory role, she serves as president of Sullivan & Sullivan CPAs, P.C., a CPA firm she has been with since 1990. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, and institutional clients nationwide, offering portfolio management, financial planning, and retirement services through a large network of independent advisors.