James Bentley is a financial advisor with OSAIC in Flint, MI, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Cetera Advisors LLC and Paragon Financial Services, LLC, the latter of which he owns and where he provides tax preparation, payroll oversight, and business consulting in addition to financial services. Bentley also has experience as an insurance agent. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Shane Heddy is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. He has previously worked at firms including Osaic Wealth, West Financial Planning, and Legacy Financial Group. Outside of his advisory work, he owns a woodworking business selling furniture online and co-creates and publishes music. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios and research from multiple sources.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

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.

Sarah Henley is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Investment Advisers, Dort Financial Credit Union, and Oppenheimer & Co Inc. Outside of financial advising, she owns and operates Track n Time Race Management, a business contracted with schools to time cross country and track races. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Jacob Hoffman is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has worked at Edward Jones since 2023, with a prior year at Vineyard Vines. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bradley Foutch is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2011. He specializes in working with high net-worth families, focusing on corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, and tax minimization. Bradley and his team at The Foutch Group develop tailored financial strategies to address the unique lifestyle needs, cash-flow scenarios, and wealth preservation goals of their clients. Their approach includes asset allocation across equities, fixed income, alternative investments, options, and ETFs, with an emphasis on helping clients build, manage, and preserve their wealth. Bradley holds a Bachelor's Degree in Business and Finance from Lynn University in Boca Raton, FL. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bradley lives in Linden, Michigan, with his wife and three children. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, and spending time with his family.

Raleigh Horne Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial and its affiliate since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports comprehensive advisory programs and institutional consulting across a large advisor network.

Michael Salah is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Citizens Securities, Inc., Spc, and Sigma Financial Corporation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base including charitable funds and registered investment companies.

Justin Fister is a Wealth Management Advisor and partner of The HLA Wealth Management Group in Chicago, Illinois. With over 16 years at Merrill Lynch Wealth Management, Justin specializes in assisting affluent multi-generational families, corporate executives, and business owners with complex wealth management needs. His role involves tax-sensitive investment management, retirement cash flow and income planning, executive compensation planning, business cash management and succession planning, as well as estate, legacy, and trust services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification through the CFP Board of Standards, Inc., as well as the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Justin graduated from Ohio University with degrees in finance and marketing. He applies a goals-based approach, collaborating closely with clients and their families to develop customized financial strategies aligned with their short-term and long-term objectives. Residing in the Edgewater neighborhood of Chicago with his wife, Sonnie, and their son, Jackson, Justin is an active member of the Best Buddies organization and the Chicago Council on Global Affairs. He enjoys golfing in his spare time.

Steven Walker Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates out of Flint, MI, and holds the Series 66 designation. Outside of his advisory role, he manages a rental home in Flint, MI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Latasha Shackelford is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads a team of professionals who focus on understanding client needs and developing tailored wealth planning strategies. Latasha and her team are dedicated to delivering client service and providing financial education to support confident financial planning decisions. Latasha has been with Fidelity Investments since 2013, holding titles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Branch Leader. Her progression within the company reflects her experience in financial consulting and client relationship management. Outside of her professional role, Latasha enjoys cooking and baking, participating in family activities, fitness, exploring culinary interests as a foodie, riding motorcycles, and traveling.

Brandon Lokken is an Investment Consultant at Fidelity Investments, where he assists individuals and families in pursuing their financial goals through personalized planning and guidance. He focuses on building meaningful relationships by understanding each client's unique circumstances, priorities, and aspirations. Using Fidelity's resources and investment solutions, he supports clients in making informed decisions aimed at long-term financial confidence. Brandon began his career at Fidelity Investments as a Financial Service Representative in 2024, advanced to the role of Financial Representative in 2025, and assumed his current position as Investment Consultant in 2026. His professional experience centers on delivering financial advice and investment consulting services. Outside of his professional role, Brandon engages in family activities and enjoys football, golf, and movies.

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.

Cassie Wright is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Mainstay Capital Management and TD Ameritrade. Merrill, along 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 a range of individual and institutional clients.

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. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.