Anna Christensen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 2020, bringing with her nine years of experience in the financial services industry. Prior to this, she spent seven years at JPMorgan Chase, where she focused on serving high net worth families. Since January 2021, Anna has been a member of the Storozhenko Group. Anna holds Series 7 and Series 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. Her expertise includes liquidity management, managing new wealth, personal retirement planning, sports and entertainment clientele, and retirement income. She specializes in performance analysis of various asset classes and providing client education across multiple generations. Anna's approach involves understanding clients' priorities, risk tolerance, goals, and liquidity needs to develop customized wealth management strategies. She earned a High School Diploma from Millington High School and an Associate's Degree from Mott Community College. In addition to her professional responsibilities, Anna is involved with the Food Bank of Eastern Michigan. Her personal interests include gardening, reading, running, spending time with family, and traveling.

Jason Murphy is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2016, previously holding positions at Shield Financial Group, J.P. Morgan Securities, Chase Investment Services Corp., and Citizens Securities. Outside of his advisory role, Murphy is involved in an exclusive insurance brokerage focusing on fixed insurance and long-term care. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, while supporting advisors with advanced operational and research tools.

Jake Swartz is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity in various roles since 2022, including Investment Consultant and High Net Worth Service Associate. Prior to his tenure at Fidelity, Jake worked as a Financial Advisor at Equitable Advisors from 2020 to 2022. Jake approaches financial planning with a focus on client service, emphasizing the importance of developing strong relationships by understanding individual client needs and goals. He works collaboratively with clients to create personalized financial plans and is dedicated to helping clients achieve efficient and well-thought-out financial strategies. Outside of his professional work, Jake has personal interests that include boating, fishing, golf, hiking, outdoor adventures, and spending time with his pets.

Jay Momber is a Financial Consultant who collaborates with clients to support informed and confident financial decision-making. He emphasizes removing uncertainty about portfolio performance relative to clients' financial goals through structured planning and scenario-based analysis. This approach includes making disciplined adjustments to align with market changes and clients' evolving life circumstances. Jay's professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, Financial Representative from 2022 to 2023, and High Net Worth Associate from 2021 to 2022. Prior to that, he worked as an Agent at Equitable Advisors from 2019 to 2021. Outside of his professional work, Jay has interests in fishing, fitness, football, golf, and movies.

Justin Williamson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Commonwealth Financial Network, Center for Wealth Management, Mass Mutual Investors Services, and MetLife Securities. Williamson is a co-owner of Center for Wealth Management, LLC, where he spends the majority of his time managing securities, advisory, and insurance business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, while supporting advisors with technology tools for research and operations.

Shannon Mulloy is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its affiliated companies.

David Vallie is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America N.A. and Merrill. Vallie serves as Treasurer and Board Member of the Mighty Fortress Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Dawn Hausch Cooper is a financial advisor with Ameriprise in Flint, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and manages Operational Consulting, LLC, a business focused on supporting Ameriprise operations. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized team utilizing research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Christine Marshall is Vice President, Wealth Planner at Fidelity Investments, where she has served since 2014. She offers comprehensive financial planning by partnering with clients and their families to develop and maintain strategies tailored to their specific financial planning needs and desires. Her professional experience includes roles as a Financial Advisor at Merrill Lynch from 2011 to 2014, and at Smith Barney from 2000 to 2005. Outside of her professional work, Christine enjoys family activities, kayaking, music, traveling, and yoga.

Raynell Tolley is a financial advisor with Ameriprise in Grand Blanc, MI, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Prior to joining Ameriprise in 2025, Tolley worked for nine years at Raymond James & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mark Smith is a financial advisor with LPL Financial and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at Grove Point Advisors, LLC and RLM Financial Services, Inc. Outside of his advisory work, he is involved with non-variable insurance through RLM Financial Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

Dante Cioni is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jack Willson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he focuses on assisting clients in accumulating wealth and generating reliable sources of income tailored to their financial goals. His professional approach centers around creating financial strategies that align with the individual needs of his clients. Since joining Fidelity Investments, Jack has been dedicated to providing planning services that support clients in meeting their long-term financial objectives. His work involves understanding client goals and developing plans to help achieve them through disciplined financial management. Further details regarding Jack's education, credentials, and personal interests have not been provided.

Jeanette Mayer is a financial advisor at Morgan Stanley in Grand Blanc, MI, holding a Series 66 designation with seven years of prior experience at Edward Jones and additional roles at Global Team Blue and Katz Media Group. She joined Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Andrew Bastian is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and Michigan Securities, Inc. Outside of his advisory role, Bastian is involved in tax preparation through his own LLC and teaches classes on estate and tax planning. He also works as a real estate agent with Berkshire Hathaway and Real Living Kee Realty. OSAIC Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, and supports a multi-advisor platform with a variety of programs and third-party manager options.

James Walker is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephanie Brown is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She previously worked at infinex Investments, Inc. for eight years and has been affiliated with Flagstar Bank for 20 years. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of strategic investment options.

Charles Anderson is a financial advisor with Morgan Stanley in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Antonio Bugli is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Antonio holds the designation of Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Michigan System. Antonio's professional focus is on providing clients with comprehensive financial strategies tailored to their individual needs. Outside of his professional work, Antonio enjoys football, golfing, hiking, hunting, pickleball, spending time with his family, and traveling.

Lewis Duncan is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Ameriprise. Outside of his advisory role, he serves on the Board of Directors for the Safari Club International Flint Regional Chapter, where he is also Vice President and Fundraiser Chairman. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.