Jayce Erwin is a Senior Financial Advisor and a member of the BRZ Group with Merrill Lynch Wealth Management in the Grand Blanc, Michigan office. He provides financial advice and guidance to high-net-worth individuals and their families, collaborating closely with clients and their trusted advisors to address a variety of short- and long-term financial goals. Jayce and his team utilize the investment insights of Merrill and the banking capabilities of Bank of America to assist clients in navigating financial challenges and identifying opportunities. Jayce joined Merrill in 2018. His approach involves careful listening to clients' financial situations, preferences, and goals, including considerations such as time horizon, liquidity needs, and risk tolerance. He offers tailored recommendations designed to support income, growth, and long-term planning, maintaining ongoing engagement to ensure strategies remain aligned with clients' evolving objectives. He earned a Bachelor of Business Administration with a focus in Accounting from the University of Michigan–Flint. Jayce holds the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp, the Certified Plan Fiduciary Advisor (CPFA) designation offered by the American Society of Pension Professionals & Actuaries, and the Personal Investment Advisor (PIA) designation. Jayce lives in Swartz Creek, Michigan with his wife, Danielle, and their three children.

Ryan Butsavich is a financial advisor with Edward Jones in Milford, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following four years at Speedway LLC. Outside of his advisory role, he serves as an election inspector for the City of Wixom. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Katherine Weber is a financial advisor with LPL Financial in Grand Blanc, MI, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and MMB Advisors since 2021, with prior roles including positions at Gordon Food Service and the US Census Bureau. Weber also has experience serving the Chesaning Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Leonard Ciuzicki is a Series 66 licensed financial advisor with Edward Jones in Howell, Michigan, where he has worked for 10 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Jay Hoffman is a financial advisor with Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate business, BAJ of Grand Blanc, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, 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.

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.

Sean O'Guinn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2026. His previous work experience includes roles at Integrity Home Health Care, Qualified Staffing, and Trialon Corporation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Olivia Hartline is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Staub Financial. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios and fund advisory services.

Derek Evans is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bryllan LLC and Pathfinder Middle School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Chris Wolschleger is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 1994 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved in managing a tree farm business where he plants, grows, and sells trees and firewood. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, MI. 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, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Upleger is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial and St. Joseph Mercy Oakland. 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, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational resources.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. He has held roles at LPL Financial and Genisys Credit Union since 2020, with additional work history in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Asha Patel is a financial advisor with LPL Financial based in White Lake, MI, holding a Series 66 designation and five years of industry experience. Her career includes roles at Cetera and Genisys Credit Union, where she has worked in various capacities over the past decade. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.

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.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior roles include positions at Community Choice Credit Union, LifeMark Securities Corp., and Foresters Equity Services, Inc. Robinson has also worked as an independent insurance agent. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.