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Jeffrey M

Series 66, Series 63, Series 65

Whitmore Lake, MI

LPL Financial

Jeffrey Myslinski is a financial advisor with LPL Financial holding Series 66, Series 63, and Series 65 licenses. He has been with LPL Financial and 52 Blue Wealth since 2026 and also operates Myslinski CPA PLLC. Prior to his advisory career, he worked at William Molnar Roofing, Inc. for eight years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm provides a range of advisory programs and financial services, including discretionary and non-discretionary management supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Jason B

Series 63, Series 66

Grass Lake, MI

Edward Jones

Jason Bruneel is a financial advisor with Edward Jones in Grass Lake, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Bradley B

Series 63, Series 66

Dexter, MI

Thrivent Investment Management

Bradley Biggs is a financial advisor with Thrivent Investment Management based in Dexter, MI. He holds the Series 63 and Series 66 registrations and has four years of industry experience. Prior to his current role, he worked at firms including New York Life Insurance Co and NYLIFE Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning as a one-time or ongoing engagement without discretionary trading authority and emphasizes comprehensive written recommendations across various financial topics.

Business ownership considerations
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Daniel A

Series 63, Series 65

Ann Arbor, MI

J.P. Morgan Securities

Daniel Andreuzzi is a financial advisor with J.P. Morgan Securities LLC in Ann Arbor, Michigan. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Matthew B

Series 63, Series 66

Ann Arbor, MI

J.P. Morgan Securities

Matthew Beleski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Wealth management Executive Founder/Business Owner
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Harrison K

CFP®, Series 66

Ann Arbor, MI

LPL Financial

Harrison Kennard is a financial advisor with LPL Financial in Ann Arbor, MI, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. Before joining LPL Financial in 2026, he spent 16 years at Cambridge Investment Research Advisors. He is also the owner of HMK & Co LLC, an S corporation based in Ann Arbor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Fernando L

Series 66

Ann Arbor, MI

Edward Jones

Fernando Leon is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Encore Service Group LLC, Employbridge, Moore Nelson Routes, Coralogix, Looker, Inc., and HubSpot, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Claire H

CFP®, Series 66

Ann Arbor, MI

Mass Mutual Investors Services

Claire Hayes is a financial advisor with Mass Mutual Investors Services in Ann Arbor, Michigan, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2020, she worked at Lear Corporation and Diageo. She is also a partner at Insight Financial Partners LLC, where she provides financial planning and advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Robert S

Series 63, Series 65

Ann Arbor, MI

LPL Financial

Robert Stites is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2018. Prior to that, he worked at Blue Water Asset Management and Invest Financial Corporation. He also directs Stites Financial LLC, an investment-related business that includes an insurance agency focused on health, life, and group benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, and offers both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Charles D

Series 63, Series 65

Ann Arbor, MI

LPL Financial

Charles Dobben is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Cambridge Investment Research and has experience at Spring Arbor University and other local organizations. Outside of his advisory work, Dobben provides tennis and pickleball lessons and volunteers as an assistant pickleball coach at Spring Arbor University. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

College savings (529s, UTMA, etc.)
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David Y

Series 66

Saline, MI

Raymond James Financial

David Yu is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2017 and Arcadia Capital Stevensville from 2017 to 2023. Yu is a 35% owner of Arcadia Capital, a support company based in Holland, 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, institutions, and charitable organizations. The firm employs analytical tools and tailored consulting to align with client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dominic C

CFP®, Series 66

Dexter, MI

Edward Jones

Dominic Criscuolo is a financial advisor at Edward Jones with the CFP® designation and Series 66 license, bringing five years of industry experience. He previously spent 20 years with the Tom James Company before joining Edward Jones in 2020. Outside of financial advising, he is involved with Street Marketing Inc, a marketing business based in Northville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and affiliated investment products.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Young Professionals
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Gautam M

Series 66

Saline, MI

Raymond James Financial

Gautam Muthusamy is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. He has been associated with Baughman Capital Management and Raymond James Financial Services Advisors Inc. since 2016. Outside of advisory work, he serves as treasurer and board member of Ronald McDonald House Charities Ann Arbor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph F

CFP®, Series 66

Ann Arbor, MI

Edward Jones

Joseph Fritz is a financial advisor with Edward Jones in Ann Arbor, MI, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2020, he spent 15 years working in the restaurant industry with Pacific Rim Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amber K

Series 66

Chelsea, MI

Edward Jones

Amber Koch is a financial advisor at Edward Jones with a Series 66 designation and over 16 years of industry experience, including a recent role starting in 2026 following a previous tenure at the same firm from 2011 to 2026. She is based in Chelsea, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
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Michael F

CFP®, ChFC®, Series 66

Dexter, MI

Edward Jones

Michael Fitzpatrick is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2013. Outside of his advisory work, he is authorized on the bank and investment accounts of a local yoga instruction business. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen G

Series 66

Saline, MI

Raymond James Financial

Stephen Gerger is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for a decade before joining Raymond James in 2026. Outside of his advisory role, he serves as an assistant football coach for Mason Schools in 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 institutional investors. The firm offers tailored, non-discretionary planning and supports clients with analytical tools and advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Logan H

Series 66

Pinckney, MI

Edward Jones

Logan Hugo is a financial advisor at Edward Jones in Pinckney, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farm Bureau Insurance of Michigan and was involved in education for several years. 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 supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics Religious/faith focused
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Thomas R

Series 66

Chelsea, MI

Edward Jones

Thomas Reason is a financial advisor at Edward Jones in Chelsea, MI, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he was the owner of Solar Graphics, LLC, a graphic design and printing business, for over two decades. He also coached at Pinckney Community High School for 26 years. 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 options supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Justin R

CFP®, Series 66

Saline, MI

Raymond James Financial

Justin Rush is a CFP®-certified financial advisor with Raymond James Financial who has five years of industry experience. Prior to joining Raymond James in 2025, he worked with The Nemes Rush Group, LLC and J. Alden Associates, Inc. from 2021 to 2025, and spent six years at Ford. He serves as an advisor and board member for two non-profit organizations in Michigan: the Student Advocacy Center and Foundations Preschool of Washtenaw County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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