Steven Schmidt is a financial advisor with J.P. Morgan Securities in Ypsilanti, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at JPMorgan Chase Bank, N.A., and has experience in insurance and media. Outside of his advisory role, he is involved as an Independent Business Owner with Amway, a multi-level marketing company. 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 asset allocation advice, manager searches, and customized performance reporting. The firm uses a centralized due diligence process with a combination of quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Megan Cordi Standfest is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. Her prior work includes roles at LPL Enterprise LLC and MassMutual Life Insurance Company. Outside of finance, she has been involved with the Clean Home Task Force since 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate-settlement planning.

Ashley Stutzmann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Steve Madden, Ltd. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dijohn Gonzalez is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated 16 years of experience in the financial services industry, with previous positions including Private Client Advisor at JP Morgan Securities from 2021 to 2024, Financial Advisor at Merrill Lynch from 2020 to 2021, and Private Client Banker at JP Morgan Chase Bank from 2010 to 2020. Throughout his career, he has focused on providing financial guidance tailored to the unique needs of his clients. Gonzalez emphasizes building trust and cultivating strong client relationships, delivering proactive communication and financial strategies designed to empower individuals on their financial journey. Outside of his professional work, he is interested in family activities, fitness, food, parenthood, and traveling.

Mark Mueting is a financial advisor at UBS Financial Services in Ann Arbor, MI, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers a broad range of capital markets and fiduciary services.

Kenneth Highet is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 40 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., TD Ameritrade, Wells Fargo Clearing, and Harrisdirect LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary SMAs and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Mary Nolan is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill Lynch, Bear, Stearns, and J.P. Morgan Chase. 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 individuals, high-net-worth clients, and various institutional investors.

Robert Ventour is a financial advisor with Cetera Financial Specialists LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Berthel Fisher & Company Financial Services and HD Vest Investment Services. Outside of advising, he serves as a music director and musician, providing oversight and development of a church music department since 1984. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary strategies.

Mark Vernon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at MECM Partners and Allianz Global Investors from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Molly Berner is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Mario Koje is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Angle Advisors and Brown, Gibbons, Lang & Company Securities, Inc. Koje is also employed as an associate at Arcadia Capital in Saline, Michigan. 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, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to align with client goals, and it offers a range of advisory programs and specialized services.

Thomas Ogar is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Previously, he operated a manufacturing consulting business servicing a contract with Borg Warner Automotive. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brandon Moore is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2023 to 2025. He specializes in helping clients evaluate their current financial situations and aims to provide them with the confidence to develop healthy habits that strengthen their financial wellness. Outside of his professional work, Brandon has interests in board games, family activities, football, museums, pets, and traveling.

Gerald Mangona is a financial advisor at Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a keyboard player and vocalist with Packin Heat LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 advisors and 15,000 branches. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Ashley Yashin is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Michael Fitzmorris is a CFP®-certified financial advisor with Ameriprise in Ann Arbor, MI, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Fitzmorris serves as Treasurer and board member of Child Care Network, a local nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Gordon is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes prior roles at Creative Financial Designs, Gleaner Life Insurance, and Independent Financial Advisors. Outside of his advisory work, he is involved in music on a part-time basis. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by machine-learning tools for advisor operations and research.

Mitchell Carter is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and has held academic positions at Wayne State University and Albion College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its tailored planning approach.

Frank Sims Jr. is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include 12 years at Stifel Nicolaus & Co., Inc. and earlier tenure at Ameriprise Financial Services Inc. He is also involved in independent insurance brokering with a focus on fixed annuities through Pacific Life. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm combines algorithmic tools with advisor input to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.