Matthew Parker is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Noodle Partners, PBC and Michigan Medicine in roles outside the financial advisory field. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

James Periord Jr. is a CFP® and Series 63-registered financial advisor with Ameriprise, based in Saline, MI. He has 40 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations on income sources and withdrawal strategies.

Dan Baldwin is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ernst and Young from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Gary Paul is a financial advisor with Ameriprise in Chelsea, MI, holding Series 63 and Series 65 credentials. He has 33 years of industry experience, including six years with Ameriprise and five years with Ameriprise Financial Services, Inc. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Kellogg is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2013. Outside of his role at Raymond James, Kellogg works as an independent contractor managing client requests for Bison Wealth Planners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals, leveraging analytical tools and risk profiling, and supports various advisory programs and institutional consulting.

Stephanie Diebold is a financial advisor at Edward Jones in Chelsea, MI, holding a Series 66 designation with seven years of industry experience. Her prior experience includes roles at Ameriprise and KeyBank National Association. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides discretionary and non-discretionary solutions, tax-efficient services, and affiliated investment options.

Frederick Babe is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan State University and Bison Wealth Planners. 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 clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique arrangement with a municipal advisor.

Nicholas Alexander is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked for Hartford Funds Distributors, LLC for 11 years. In addition to his advisory role, he owns and operates a hop farm in northern Michigan and serves as a board member for Hop Growers of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices across the United States.

Christopher Millio is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he manages the expenses of his financial planning practice through CNZ & Associates, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice.

Marla Alati is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and has 32 years of industry experience. She previously worked at Comerica Securities for 29 years and Ameriprise for 3 years. Alati is also involved in independent insurance brokering. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Andrew Vane is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has experience working at Raymond James Financial Services Advisors, Inc., Legacy Financial Inc., and Raymond James Financial Services, Inc. Outside of finance, he has engineering experience with YA Engineering Services and Donan Engineering, and previously worked at Eastern Michigan University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charities. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, while also supporting municipal and public finance activities and specialized advisory programs.

Colleen Newton is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 11 years at Thomson Reuters. 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, operating under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Gyuwon Kim is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. 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 advisors and branch offices.

Zachary Pachera is a financial advisor at Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. His prior roles include positions at LPL Financial LLC and Evangelista & Associates. He also worked as an educator at Skyline High School and Forsythe Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary advisory services using analytical tools and supports its clients through a large network of advisors and specialized programs.

Brent Martin is a Series 66-licensed financial advisor with 11 years of industry experience, currently at Raymond James Financial in Ann Arbor, MI. He spent 10 years with Edward Jones before joining Raymond James in 2025. Outside of his advisory role, he is involved with Legacy Financial, a non-investment-related business in Ann Arbor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary financial planning and investment consulting tailored to client goals, utilizing risk profiling and advanced modeling tools.

Charles O'Quinn is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he co-owns GMO Enterprises LLC, a family business formed to hold and operate a farm and real estate holdings. 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, operating under a fiduciary standard with a large national network of advisors and branch offices.

Chris Short is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 credential with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Tenneco and operated agricultural businesses, including ownership and management roles at Short Farm and Winters Farm LLC. He is also involved in property management through Sky Harbor Bay LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Caroline Andrews is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. She previously worked at The Alinea Group LLC for five years before joining Raymond James in 2019. Andrews is also an officer and treasurer of Legacy Financial, a support company in Ann Arbor. 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 uses various analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

David Galant is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at RTX Corporation and held roles at Domino's Pizza Inc. and Spartan Consulting Inc. Outside of finance, he has experience coaching high school basketball and baseball teams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Steven Kenger is a financial advisor with MassMutual Investors Services in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2002. In addition to his advisory role, he is involved in insurance sales with Insight Insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational programs, utilizing firm-approved software tools and structured annual planning engagements.